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Integration
Connect HubSpot sales to the work that happens next
Keep HubSpot as your CRM and marketing engine, while WorkGuru takes over when an opportunity needs quoting, planning, purchasing and delivery.
Overview
A CRM is great at helping you win work.
It is not where a fabrication or engineering business should be trying to run the job. The integration gives sales a proper CRM while giving the workshop and operations team the system they need after the deal is won.
What connects
What moves between the two systems
How it works
How it works
01
Sell in HubSpot Manage campaigns, contacts, companies and opportunities in the CRM your sales team already uses
02
Sync the handoff When a deal reaches the point where operations needs to act, WorkGuru can create or update the corresponding lead
03
Deliver in WorkGuru Build the quote, convert it to a project, schedule work, purchase materials, capture time and manage job profitability
What you get
What changes once the two are connected
No re-keying clients Clients, suppliers and contacts created or edited in WorkGuru can be sent automatically to HubSpot.
Turn deals into real work Optional deal syncing can create or update WorkGuru leads as deals move in HubSpot.
Keep both teams in their lane Sales can keep working in HubSpot while operations works from WorkGuru without rebuilding customer records by hand.
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Discovered their contract work wasn’t profitable.
We didn’t wanna pay 100 grand upfront for a program – but then we found WorkGuru.
Nick Mazzella, Administrator, Frontline Trays & Trailers
Works with
Connected features
FAQs
HubSpot questions
Does HubSpot replace the WorkGuru Sales Hub?
It can, if HubSpot is already your preferred CRM. The integration is designed to let HubSpot handle CRM and marketing while WorkGuru handles quoting and operational delivery.
Can HubSpot deals create WorkGuru leads?
Yes. Deal syncing is optional and can generate or update leads in WorkGuru as deals are created or updated in HubSpot.
What records sync from WorkGuru to HubSpot?
WorkGuru can send clients, suppliers and contacts to HubSpot when they are created or edited, with bulk send tools available for existing records.
Keep HubSpot for selling. Use WorkGuru to deliver the job.
See how WorkGuru fits your workflow.