Seamless sales-to-customer onboarding handoff

Never make your customers repeat themselves anymore. With our native HubSpot integration, account information such as deal size, business goals, sales notes, etc., gets automatically pushed into Rocketlane, giving onboarding teams full customer context as is.

Auto-create customer onboarding plans from HubSpot

Carry the momentum forward from sales closure to implementation. Leveraging HubSpot’s workflows and our superior templatization capabilities, Rocketlane automatically creates project plans with timelines, role assignments, and resource allocations as soon as you mark a deal as Closed Won in HubSpot.

Sync information between Rocketlane and HubSpot

Our two-way sync keeps your data up-to-date in both the platforms so your teams won’t have to follow up on the progress made with a specific customer.

Plan resources with visibility into the upcoming project pipeline

With the information of all the projects in the pipeline, team’s bandwidth, future demand, you can plan for staffing well in advance, execute projects without delays, and hit your utlilization targets.