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Customers From Your CRM

Learn how contacts and companies from your CRM are created and used in PSOhub

Published: 1 June 2026

Audience

This article is intended for:

  • New users connecting a CRM to PSOhub
  • Customers beginning their onboarding and implementation
  • Project managers and teams working with CRM-driven project workflows

Objective

After reading this article, you will:

  • Understand how contacts and companies are created from your CRM
  • Learn when customer data is brought into PSOhub
  • Understand how CRM relationships affect data in PSOhub
  • Know where to find CRM-specific behavior and setup instructions

Introduction

When you connect a CRM such as HubSpot, Salesforce, or Microsoft Dynamics 365 to PSOhub, your customer data does not automatically sync in full.

Instead, PSOhub creates contacts and companies based on specific actions in your CRM workflow — typically when you create a project or quote linked to a deal or opportunity.

This ensures that only relevant and active customer data is brought into PSOhub.

How Customer Data is Created From Your CRM

PSOhub does not import all contacts and companies by default.

Customer records are created when a trigger occurs, such as:

  • Creating a project from a CRM deal or opportunity
  • Creating a quote linked to a CRM record
  • Importing or syncing specific records from your CRM

⚠️ Important: If you create the same company or contact manually in PSOhub and via                your CRM, duplicates will be created. To avoid this, pick one method and use it                            consistently.

When one of these actions occurs, PSOhub creates:

  • A company (if it does not already exist)
  • One or more contacts linked to that company

This allows you to start working with the customer immediately in PSOhub without manual data entry.

How Companies and Contacts are Linked

In PSOhub, customer data is created based on how relationships are defined in your CRM.

When data is brought into PSOhub:

  • Each contact is linked to a company
  • Each project is linked to both a company and a primary contact
  • Additional contacts may also be included based on CRM relationships

This means PSOhub reflects the structure of your CRM rather than redefining it.

Important considerations

Data is not fully synced by default: PSOhub only creates records when triggered by specific actions.

CRM structure matters: The way contacts and companies are linked in your CRM determines what data is created in PSOhub.

Naming conventions are important: Avoid using unsupported characters (such as commas or apostrophes) in company or contact names, as this may affect downstream processes like invoicing.

Duplicates can occur: Creating records manually and via CRM may result in duplicate companies or contacts if not managed carefully.

Next Steps

✅ Connect your CRM to PSOhub
Link HubSpot, Salesforce, Microsoft Dynamics 365, or Pipedrive to start syncing customer data and creating projects from deals.
Connect your CRM to PSOhub

✅ Contacts in PSOhub
Learn how contacts are structured and managed within PSOhub.
Contacts in PSOhub

✅ Companies in PSOhub
Learn how companies are created, linked, and maintained in PSOhub.
Companies in PSOhub

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