Forecast
One platform to run all project operations
Créé par - Forecast ApS
Installation - 100+ installations
Exigences
Abonnement HubSpot Compatible avec tous les abonnements HubSpot En savoir plus Autorisations de compte HubSpot - Afficher les autorisations de compte requises
Abonnement à Forecast - Abonnements : Pro ou Plus
Vue d'ensemble
1/4
Forecast is a project management platform for effective project and resource management, all in one place. Connecting all project operations from quote to invoice, Forecast brings end-to-end visibility across your entire project lifecycle.
Connect HubSpot with Forecast to align your sales department and project delivery teams. The integration allows you to turn HubSpot deals into Forecast Projects, so you can get better visibility of your project pipeline and more accurately plan your available resources. With the client import from HubSpot, you can also have one source of truth for your client records without updating client information in separate systems.
Fonctionnalités
Turn HubSpot Deals into Forecast Projects
When Deals in HubSpot reach a certain stage, they'll be created as a Project in Forecast. The Deal stage at which you’d like a Project to be created in Forecast is chosen by you, as well as the Project status and win probability. As Deals move through each stage in HubSpot, the Forecast win probability and Project status will be updated.
Forecast project information is automatically updated in HubSpot
Once you set up the HubSpot and Forecast integration, Forecast will create 22 project information properties in HubSpot. As you plan out your Forecast Project in more detail, the project information properties (e.g. start and end date) will be updated in HubSpot. You can select which properties you want to see on the Deal view in HubSpot.
Import your clients from HubSpot into Forecast
Import your clients from HubSpot into Forecast, so you don’t need to manually create them and then keep their information up to date in two different systems. Any changes made to client information in HubSpot will update automatically in Forecast.
Fonctionnalité de l'application
Données partagées
Clients | ||
Project Information | ||
Projects |
Avis
Écrivez le tout premier avis
Pro
49 $US
/moisFor companies that are interested in fine-tuning operations and finances to work sustainably.
Everything in Lite +
Financial portfolio reporting
Retainer management
Project budgets
Expense management
Pro integrations
Pro
49 $US
/moisFor companies that are interested in fine-tuning operations and finances to work sustainably.
Everything in Lite +
Financial portfolio reporting
Retainer management
Project budgets
Expense management
Pro integrations
* Les prix mentionnés ici sont uniquement présentés à titre indicatif. Tous les prix n'incluent pas les taxes, les offres spéciales, les réductions ni les autres facteurs pouvant affecter les tarifs. Vous devez contacter le partenaire pour obtenir les tarifs les plus récents. HubSpot n'assume aucune responsabilité pour les informations de tarification fournies par ses partenaires. Dernière mise à jour des prix : 03/12/2025
Informations supplémentaires
Créé par - Forecast ApS
Installation - 100+ installations
Catégories Langues dans lesquelles cette application est disponible Anglais
Tendances actuelles
Zoom
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Microsoft Teams
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