Forecast
One platform to run all project operations
Utworzone przez - Forecast ApS
Instaluje - Ponad 100 instalacji
Wymagania
Plan HubSpot Działa ze wszystkimi planami HubSpot Dowiedz się więcej Uprawnienia konta HubSpot - Wyświetl wymagane uprawnienia konta
Subskrypcja Forecast - Pro lub Plus planu
Przegląd
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.
Cechy
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.
Funkcjonalność aplikacji
Udostępnione dane
Clients | ||
Project Information | ||
Projects |
Recenzje
Napisz pierwszą recenzję klienta
Pro
49 USD
/mies.For 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 USD
/mies.For 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
* Powyższe ceny zostały podane wyłącznie w celach informacyjnych. Nie zawierają one podatków, premii, zniżek lub innych zmiennych cenowych. Skontaktuj się z partnerem w celu uzyskania najbardziej aktualnych i poprawnych informacji o cenach. HubSpot nie ponosi żadnej odpowiedzialności za informacje cenowe, które są dostarczane przez naszych partnerów. Ostatnia aktualizacja cen: 03.12.2025
Więcej informacji
Utworzone przez - Forecast ApS
Instaluje - Ponad 100 instalacji
Kategorie Języki, w których dostępna jest ta aplikacja Angielski
Bieżące trendy
Zoom
Use Zoom with HubSpot meetings, workflows, contact records and more.
Microsoft Teams
Use Microsoft Teams and HubSpot for meetings, conversations, and more!
