Kantata + HubSpot
Seamlessly connect HubSpot and Kantata to bridge the gap between sales and service delivery. Sync deal data, automate project creation, and give your teams real-time visibility into resource availability, project profitability, and client engagement—all without manual handoffs or duplicate data entry.
Kantata connected to HubSpot
- Your Kantata account connects to HubSpot, syncing project delivery and client data between both platforms
- Won deals in HubSpot trigger project creation in Kantata automatically — the handover from sales to delivery is seamless
- Project milestones and billing events appear on the HubSpot deal, keeping account managers informed
Kantata connected to HubSpot
Mapping your project data and flows
- Project financials, time tracking, and resource data are mapped to the HubSpot contact and deal timeline
- Revenue recognition and billing milestones from Kantata link to HubSpot deals for accurate commercial reporting
- Custom project fields align across both platforms so no specialist delivery data is lost between systems
Mapping your project data and flows
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Configuration complete
- Every project record is visible alongside the right HubSpot deal and contact from day one
- Account managers stay close to delivery without leaving HubSpot, enabling proactive client conversations
- Utilisation and profitability data from Kantata informs better resourcing and pricing decisions over time
Configuration complete
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HubSpot Custom Integrations
Accredited
Technical digital projects require skill and experience to deliver on time & on budget. We have a track record of both.
Quality assured, by HubSpot and ISO
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