Connect your CRM to PSOhub
Learn how to connect your CRM to PSOhub to streamline the transition from sales to project delivery
Published: 1 June 2026
Audience
This article is intended for:
- New users setting up PSOhub during a trial
- Customers preparing their system for project delivery
- Teams using a CRM to manage their sales pipeline
Objective
After completing this guide, you will:
- Understand why connecting your CRM to PSOhub is important
- Know what happens when your CRM is connected
- Be able to choose the correct setup guide for your CRM
Introduction
Connecting your CRM to PSOhub allows you to link your sales process with project delivery.
Instead of manually transferring information between systems, your CRM and PSOhub work together to ensure that what is sold flows directly into how work is delivered and managed.
PSOhub connects to HubSpot, Pipedrive, Salesforce and Microsoft Dynamics 365.
Why Connect Your CRM
Connecting your CRM allows you to:
- Create projects directly from deals/opportunities
- Automatically sync companies and contacts
- Maintain a single source of truth across sales and delivery
- Reduce manual data entry and duplication
Connect Your CRM
Choose your CRM below to get started:
HubSpot
Create projects or quotes directly from deals, manage service projects based on tickets, and keep activity feeds aligned between HubSpot and PSOhub.
Pipedrive
Create projects or quotes directly from opportunities and manage delivery in PSOhub based on your Pipedrive pipeline.
👉 Connect Pipedrive with PSOhub
Salesforce
Create projects or quotes from opportunities and manage delivery based on your Salesforce sales pipeline.
👉 Connect Salesforce with PSOhub
Microsoft Dynamics 365
Create projects or quotes from opportunities and connect your sales and delivery workflows within Dynamics 365.
👉 Connect Microsoft Dynamics 365 with PSOhub
📌 Note: If you are not using a CRM, you can still create and manage projects directly in PSOhub without connecting a CRM.
What Happens Next
Once your CRM is connected, you can start creating projects or quotes directly from your deals and begin managing delivery in PSOhub.