-1.png)
Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Rocketlane Subscription - Standard, Premium (Most Popular), or Enterprise plans
Overview
1/8
Get every customer relationship off to a great start. Rocketlane is the #1, highest-rated customer onboarding and PSA platform that helps businesses reduce time-to-value and increase their NRR with a transparent and consistent onboarding journey.
Rocketlane helps you manage projects, teams, and processes when you mark a deal as Closed Won in HubSpot. It uniquely combines project management, live document collaboration, communication, and resource management capabilities into one tightly-knit experience.
With Rocketlane, you can onboard new customers with repeatable playbooks, impress them and hold them accountable, improve project profitability, and get on-demand visibility into onboarding projects and customer sentiments.
With the Rocketlane <> HubSpot integration:
- Experience seamless sales-to-customer onboarding handoff
- Auto-create customer onboarding projects in Rocketlane using HubSpot workflows
- Sync information between Rocketlane and Hubspot
- Plan resources with visibility into the upcoming project pipeline
Features
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.
App Functionality
Shared Data
Projects | ||
Projects | ||
Projects | ||
Projects | ||
Projects |
Reviews
- Jul 18, 2025
Degnan, O.
Pricing
Standard
$49
/monthFor small teams that are just getting started
Unlimited projects
Unlimited customer members
Branded customer portal
Project and document templates
Customer login via magic link
Status updates
Timesheets
Time tracking report
Project chat
Actionable emails
CSAT
Forms
Custom domains
Status update templates
Task custom fields
Project custom status
Task custom status
Slack integration
Project baseline
Project performance report
Custom charts
Merge templates
Dynamic templates
Form automation
Annotations and proofing
Integration: Jira, HubSpot
Standard
$49
/monthFor small teams that are just getting started
Unlimited projects
Unlimited customer members
Branded customer portal
Project and document templates
Customer login via magic link
Status updates
Timesheets
Time tracking report
Project chat
Actionable emails
CSAT
Forms
Custom domains
Status update templates
Task custom fields
Project custom status
Task custom status
Slack integration
Project baseline
Project performance report
Custom charts
Merge templates
Dynamic templates
Form automation
Annotations and proofing
Integration: Jira, HubSpot
* 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: 05/04/2023
More info
Built by - Rocketlane
Installs - 300+ installs
Categories Languages this app is available in English
New arrivals
