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How to Integrate Your Favorite Tools with PSOhub

Learn how to connect your CRM, accounting, and productivity tools to PSOhub so your data flows seamlessly across systems

Published: 1 June 2026

Audience

  • Admin

Objective

Understand which tools can be integrated with PSOhub and how to find and connect them through the Integrations settings.

Introduction

PSOhub lets you connect your CRM, accounting, collaboration, and productivity tools directly through Settings > Integrations, so your data flows seamlessly across systems and your work management stays centralized.

Connecting your existing tools helps keep data in sync, reduces manual entry, and improves visibility across sales, project execution, and finance teams.

What You Can Integrate

PSOhub supports integrations across the following categories:

Organization Apps: HubSpot, Salesforce, Microsoft Dynamics 365, Pipedrive, Microsoft Teams, Slack

Business Unit Apps: QuickBooks Online, SAP Business One, Exact Online, Xero, Moneybird, Bexio, Twinfield, Sage Accounting

Custom Apps: Contact PSOhub Support for custom app integrations. 

How to Connect an Integration

  1. Click the Gear icon in the main menu to open Settings.
  2. Select Integrations.
  3. Browse the available integrations by category:
    • Organization Apps
    • Business Unit Apps
    • Custom Apps
  4. Click the integration you want to connect and follow the on-screen instructions to complete the setup.
  5. Once connected, the integration will begin syncing data with PSOhub based on the type of integration and the permissions you grant.

Next Steps

Connect your CRM
Link HubSpot, Salesforce, or Microsoft Dynamics 365 to sync deals, contacts, and opportunities with PSOhub projects.
Connect your CRM to PSOhub

Connect your accounting software
Integrate your financial system to automate invoice posting and keep your books in sync.
Connect a financial integration in PSOhub

Connect Slack
Set up Slack to receive PSOhub notifications and project updates directly in your team channels. Connect Slack to PSOhub

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