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Deal to Quote and Project
Create a deal in HubSpot and turn it into a PSOhub quote and/or project. Deal name, description, currency, amount, company, and contacts carry over automatically. No re-entering any data.
HubSpot Integration
From deal to delivery to cash, inside HubSpot
Your deals live in HubSpot. All information about your projects' performance, hours, and invoices shouldn't live elsewhere.
PSOhub connects to HubSpot and turns won deals into quotes and projects, tracks time on your service tickets, and sends project and invoice activity straight back to the HubSpot timeline. Sales, delivery, and finance work from the same data, in real time.
Rated by services teams on G2
“Once our sales team closes a deal it gets pushed through HubSpot and a project gets created in PSOhub. From there it gets used to build a tasklist for the customer success team to keep things moving, ensure nothing falls through the cracks and creates accountability.”
HubSpot Integration Features
Connect HubSpot to PSOhub. Run the work in PSOhub and see the results in HubSpot, from the first deal to the paid invoice.
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Project activity in HubSpot
PSOhub project activity, and emails you send from PSOhub with Gmail or Outlook, show up on HubSpot deals, companies and contacts, so the whole team sees how the project is progressing.
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PSOhub Insights for HubSpot
Build HubSpot dashboards and reports with PSOhub data, combining deals, companies and contacts with hours, budgets and invoices in one view.
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Time tracking on Service tickets
Log time on HubSpot Service Hub tickets. Each ticket becomes a contract line in the client’s service project, so support hours get billed. Only PSOhub adds this to HubSpot.
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2-way sync
Tasks sync both ways between HubSpot and PSOhub, and companies and contacts flow in from HubSpot automatically. Update the deal amount from the project, and the numbers in both systems always match.
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Invoice payment information
See when an invoice is created, sent, and paid, including the amount, directly in the HubSpot activity feed. Your sales and account teams always know the payment status.
Your HubSpot data, Agentic AI that runs on it
Deals, companies, contacts, and tickets from HubSpot flow into your PSOhub projects. That gives AI something real to work with: one connected data set from first deal to final invoice, not separate tools and spreadsheets it can’t read.
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Agentic AI Insights: Ask about every deal and project.
Ask questions in plain language with Claude or ChatGPT about projects that started as HubSpot deals. Get answers on margins, budgets, hours, and invoices as charts, graphs, or plain text, plus 24/7 alerts when a budget or payment needs attention.
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Agentic AI Actions: Won deal to done
Let AI plan the project from the won deal, using the hours that were sold, and create or update time entries, quotes and invoices from a simple prompt. Approve every action before it runs, so the AI handles the busywork while the decisions stay with you.
Works with the tools you already use.
A native HubSpot integration at the core, with connections to other CRM's, AI, accounting, calendar and collaboration tools your firm already runs on.
See all integrations
Frequently asked questions about our HubSpot Integration
How does PSOhub integrate with HubSpot?
PSOhub connects to HubSpot with a 2-way sync. You connect it from Settings in PSOhub by clicking Connect on the HubSpot tile and signing in to your HubSpot account.
Can I create a project from a HubSpot deal?
Yes. Promote a deal to a project from the PSOhub section on the HubSpot deal record, or search for the deal in PSOhub. You can also create a project from a HubSpot company. The project stays linked to the deal.
Can I create a quote from a HubSpot deal?
Yes. Select the HubSpot deal when you create a quote in PSOhub. You can create several quotes from one deal, and a signed quote can be converted into a project.
Can I track time on HubSpot tickets?
Yes. With PSOhub you log time directly on HubSpot Service Hub tickets, make the hours billable and invoice them in PSOhub. Each ticket becomes a contract line in a service project.
Which data syncs between HubSpot and PSOhub?
Deal name, description, currency, amount, companies and contacts flow from HubSpot to PSOhub. Tasks sync both ways, the deal amount can be updated from the project, and project and invoice activity is posted to the HubSpot activity feed.
Can I see invoice payments in HubSpot?
Yes. Invoice created, sent and paid events are shown in the HubSpot deal activity feed, including the invoice amount. Invoices do not get a separate tab in HubSpot, because HubSpot has its own invoicing tool.
Can I build HubSpot reports with PSOhub data?
Yes. PSOhub Insights for HubSpot brings project data back into HubSpot, so you can build custom dashboards and reports next to your CRM data.
Which HubSpot plans work with PSOhub?
PSOhub works with all HubSpot CRM plans, including the free tier. More advanced automation, such as creating a project automatically when a deal is marked Closed Won, works best on HubSpot Starter or above.
Can I use one HubSpot account for multiple PSOhub organizations?
Yes. Share one HubSpot connection across a master organization and its child organizations, or let each organization connect its own HubSpot environment.
Is PSOhub available on the HubSpot App Marketplace?
Yes. PSOhub is listed on the HubSpot App Marketplace as a HubSpot App Partner.