Concurrent Integration with HubSpot
Makes data move...
Concurrent + HubSpot
Connect your lettings operations with powerful CRM and marketing automation. Sync tenant data, tenancy status, and property information into HubSpot — enabling targeted campaigns for renewals, automated landlord communications, and a complete view of your rental pipeline from enquiry to signed contract.
Success Story
Concurrent connected to HubSpot
- Your Concurrent account connects to HubSpot, syncing project and client data between delivery and CRM
- Won deals in HubSpot trigger project creation in Concurrent automatically — no manual handover required
- Project status and milestones appear on the HubSpot deal, keeping account managers informed
Concurrent connected to HubSpot
Mapping your projects and data flows
- Project milestones, resource allocation, and task completion are mapped to the HubSpot timeline
- Financial data from project delivery is linked to HubSpot deals for accurate revenue reporting
- Custom fields align across both platforms so no critical project or commercial data is lost
Mapping your projects and data flows
Configuration complete
- Every project record is visible alongside the right HubSpot deal and contact from day one
- Delivery teams start every project with full CRM context — what was promised, to whom, and why
- Account managers stay close to delivery progress without needing to log into multiple systems
Configuration complete
Simple 'step by step' process...
Discuss your business needs and integration goals.
We carefully analyse your current system structure and map it to HubSpot.
Using a sandbox, we build a prototype of the integration, ensuring no disruptions to your operations.
Every detail is double-checked for accuracy and functionality.
We train your team - with ongoing support is provided to ensure a smooth process upgrade.
HubSpot Custom Integrations
Accredited
Technical digital projects require skill and experience to deliver on time & on budget. We have a track record of both.
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Quality assured, by HubSpot and ISO