요구 사항
HubSpot 요금제 모든 HubSpot 플랜에서 작동 자세히 알아보기 HubSpot 계정 권한 - 필수 계정 권한 보기
Forecast 구독 - Pro 또는 Plus 플랜
개요
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.
기능
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.
앱 기능
공유 데이터
Clients | ||
Project Information | ||
Projects |
리뷰
고객 리뷰를 첫 번째로 작성해 보세요
Pro
US$49
/월For 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
US$49
/월For 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
* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2025.12.03.
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