Scoro & HubSpot Integration

Sync contacts, companies, and deals between Scoro and HubSpot. Keep your teams aligned and your data always up to date.

Keep your sales and project team in sync

What is Scoro?

Scoro is a professional services automation platform that helps service firms gain visibility into their business by managing projects, resources, and finances in a single system.

What is HubSpot?

HubSpot is a leading CRM platform with built-in tools for marketing, sales, and support designed to help businesses grow and manage customer relationships in one place.

Scoro + HubSpot

By integrating Scoro with HubSpot, you bridge the gap between your sales and delivery teams. The two platforms sync up to provide complete visibility into every customer’s journey, ensuring no information falls through the cracks.

Sync sales and delivery in real time

Sync contacts, companies, and deals between HubSpot and Scoro in real time. Changes made in HubSpot or Scoro are instantly reflected in the other system. Whether it’s updating a contact detail or closing a deal, your sales and project teams always see the same, accurate data.

Customize exactly what gets synced

Control the direction, depth, and rules of your data sync with a click of a button. Choose one-way or two-way sync per object, apply filters to limit what’s shared, and tailor field mappings to fit your unqiue workflows.

Create quotes from deals

No more duplicate data entry. Configure your HubSpot deal stages to automatically create quotes in Scoro. Once set up, deals convert into quotes, which can be directly turned into projects in Scoro, eliminating manual copy-pasting and ensuring your sales-to-project flow stays seamless.

Simplify project creation and hand-offs

Turn quotes into projects in just a few clicks. When a deal is confirmed, your delivery team already has access to the linked budget, client info, and all relevant details, making handovers smoother and reducing the risk of missed data.

Consolidate pipeline and project revenue in one view

By syncing HubSpot with Scoro, you bring together your potential revenue from deals with your committed revenue from quotes and projects. Scoro’s native pipeline and project tracking gives you a complete picture of expected income over time, helping you forecast cash flow more accurately.

Customer success stories

Scoro has really become the backbone of our company. It has enabled us to pursue higher quality in every single thing we do. From sales and finances to project management and accountability.