
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Projectworks Subscription - Scale, Unleash, or Build plans
Overview

1/7 - Sync HubSpot projects, companies, and budgets to Projectworks
Projectworks is professional services automation software that helps consulting firms grow.
By bringing pipeline, resourcing, time tracking, invoicing, and project reporting into one live system, we free your experts from admin and reveal the consulting metrics that matter – so you can see what’s working, fix what’s not, and scale your firm with confidence.
The team behind our project intelligence platform has 150+ years of collective experience in professional services. These days, our software is used and loved by 15,000+ consultants across 56 countries, who have invoiced $3 billion within the platform. On average, Projectworks customers grow by 20% in their first year of use.
Projectworks is an all-in-one professional services automation software. Core features include:
Time tracking: Easy-to-use timesheets that actually get filled out, with a simple review and approval process. Simplify project time tracking and keep billing up to date with integrated time management software for consultants.
Expense tracking: Track expense burn against your project budget, with painless expense submission for employees.
Resource management software: Plan and allocate resources effectively. See availability and utilization in real time with powerful resource planning tools that make project delivery predictable.
Revenue forecasting & project profitability: Combine time tracking, expenses, and resourcing data to model revenue, monitor utilization and profitability, and make confident growth decisions.
Invoicing: Create pre-populated invoices that auto-sync seamlessly with Xero, reducing admin and helping you get paid faster.
Project management: Track budget burn, employee utilization, and other key metrics to complete projects on time and budget.
Reporting & insights: Access real-time dashboards, project profitability reports, and PSA analytics that bring clarity to every decision. Track the consulting metrics that matter most - across projects, clients, and teams.
Simplified rate management: Easily assign and modify custom rates by project.
Deep integrations: Connect HubSpot and other popular software tools to run your firm on a unified project management and financial reporting platform.
Projectworks offers three methods of integrating with HubSpot to allow teams to sync HubSpot companies and deals into Projectworks, reducing the time spent setting up new projects.
You can set up a simple workflow in HubSpot to send and update contacts from HubSpot into Projectworks. The contact information can include their email, name, primary associated company and phone number.
Features

Turn HubSpot Deals into Projectworks Projects, automatically
Connect Projectworks and HubSpot and pull data from deal stages in up to two different HubSpot pipelines to create and update Projectworks Projects. Save time with a single automated view of opportunities through to signed projects.

Automatically create Projects and Contacts using HubSpot workflows
For HubSpot customers on a tier with workflows enabled, the same project creation automation can be enabled using workflows. Additionally, contact-based workflows can be used to automatically create a contact in Projectworks.

Turn HubSpot deal amounts into Budgets in Projectworks
If this is selected, the integration will create a single budget for the Projectworks Project from the HubSpot deal amount.
App Functionality
Shared Data
![]() Budgets | ||
![]() Companies | ||
![]() Contacts | ||
![]() Projects |
Reviews
Pricing
Scale
$24
/monthFor growing firms who want custom workflows, multi-office, and payroll integrations.
Everything in Build, plus...
Quotes
Jira integration
DevOps integration
HubSpot integration
HR/Payroll integrations
Multi-office
Multi-currency
SSO
20 Custom Fields
20 Custom Reports
Scale
$24
/monthFor growing firms who want custom workflows, multi-office, and payroll integrations.
Everything in Build, plus...
Quotes
Jira integration
DevOps integration
HubSpot integration
HR/Payroll integrations
Multi-office
Multi-currency
SSO
20 Custom Fields
20 Custom Reports
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/27/2025
More info
Built by - Projectworks
Installs - 100+ installs
Categories Languages this app is available in English