HubSpot deal almost won... Check Operating to see who's able to do the work.
Connect HubSpot to Operating and create tentative projects from your deals. Sketch teams and plan allocations for projects even before the contracts are signed to be prepared.
Connect your deal pipeline with a couple of clicks
See your HubSpot deal pipelines and choose when deals flow into Operating
- Sync data from HubSpot to Operating with our plug and play integration
- Choose the deal stages relevant for staffing
- Increase transparency between sales & operations
Connect & sync
Connect CRM to Operating and bring deals, deal owners and clients from HubSpot
Multiple pipelines
Sync one or many pipelines to Operating
Configure
Choose the deal stages for deals to flow into Operating to support your staffing process
Sketch the teams for projects before they start
Plan the team setup, roles or specific consultants, to projects in your sales pipeline
- HubSpot deals create tentative projects automatically
- Navigate between Operating and HubSpot with ease
- Never lose track of an upcoming need
Deal stages
See your HubSpot deal stage also in your staffing pipeline
Tentative projects
HubSpot deals will automatically create a tentative project
Merge
If a new tentative project relates to an existing one, simply merge the projects together
Navigate
Easily navigate to the relevant HubSpot deal from Operating
Data synced
Bring deal owners and client names automatically from HubSpot
Allocate
Solve the staffing puzzle: see both projects and people
- See everything you need to know at once: projects and people
- Detailed enough for day-to-day work effort scheduling
- Flexible enough to show 3+ months ahead
- Visualize your deal stages on the project timeline
Minimize time on bench
Start from who’s most available now
Hours, days/week, or %
Assign workloads in the unit that makes sense for your business
Sure and unsure
Distinguish between confirmed and tentative allocations
Timing is essential
Find the perfect match based on availability and skill profile
Powerful filtering
Filter by name, skill, role, location, etc
Easy to edit
Paint allocations on a timeline and drag them around
Reschedule easily
Because sometimes clients take their time before the work begins
Absences visible
See and manage time off, calculate impact on project workdays
Forecast with deal probabilities
Get rid of capacity forecasting spreadsheets and complex probability calculations.
- Predict your capacity with deal probabilities taken into account
- Forecast both confirmed and tentative projects
Probabilities
Forecast your pipeline and take into account deal probabilities
Better decisions
Have a realistic forecast for your sales & hiring using the probabilities
Filtering
See the weighted workload predictions for different teams, competencies, and skill sets
How the HubSpot integration works
First, you'll need an Operating account. Book a setup call, or start a free trial to try it our yourself.
Then, follow our integration manual. Enabling the plug-and-play integration takes only a few clicks.
After you've set up the integration, whenever a deal in the chosen pipeline stage(s) gets updated, it'll show up to Operating when you refresh the connection.
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