Hi all,
Does anyone have any experience of integrating Hubspot with Forecast? I need to try and inject the hubspot deal value into Forecast as the project fixed price. Looks to me that, after linking, most of the data is travelling from forecast to hubspot. So, other than using the integration to trigger a Forecast project set up with a pre-defined Forecast template and naming that project as the HubSpot deal name, not much else can be done? Am I missing something?
Hi @RYates3,
Thank you for your question.
Regarding your query, I have come across a relevant article that might be of interest to you: “Get better visibility of the project pipeline by connecting HubSpot and Forecast.” It offers valuable insights into the integration you mentioned.
If by any chance you haven’t already seen it, I believe it could provide you with useful information on the subject.
I also want to invite top experts to this conversation.
Hi @Phil_Vallender, @Ben_M , @JuanGomez0818, @Lucila-Andimol, @Gilempert, I hope you’re all doing well. I wanted to bring up a question from our user, @RYates3.
Thank you for your time and contributions.
Best regards,
Diana
Hi. Thanks. Yes I am aware of the page that you suggest to look at. It does not provide me with the info I need, however.