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HubSpot CRM: How to connect to PSOhub

Connect HubSpot to PSOhub and sync deals into projects for seamless project delivery and invoicing

Published: 1 June 2026

Audience

  • PSOhub Administrators

Objective

This article explains how to connect your HubSpot account to PSOhub so you can create projects directly from HubSpot deals and keep your CRM and project data in sync.

Prerequisites

Before connecting your PSOhub account to HubSpot, ensure the following conditions are met:

PSOhub admin access
        You need to be set up in PSOhub with the Admin access level.

HubSpot account access
        You must have access to the HubSpot account you wish to connect.

Steps

  1. Navigate to Settings (gear icon in the main menu).
  2. Select Integrations from the left-hand menu.
  3. On the Organization Apps tab, locate the HubSpot tile and click Connect.
  4. In the dialog that appears, click Sign in to your HubSpot account.
  5. Select your HubSpot account from the list and click Choose Account.
  6. On the authorization screen, click Connect app.
  7. Click Save

📌 Note: If your PSOhub account has multiple business units, you can enable Share                          HubSpot connection with all child organizations.

Result

HubSpot is connected to PSOhub. You can now create projects directly from deals in HubSpot and sync company and contact information across both platforms.

Next Steps

✅ Create a project from a HubSpot deal
Learn how to promote a HubSpot deal to a project in PSOhub.
How to create a project from a deal in HubSpot

✅ Learn how PSOhub and HubSpot integrate
Understand what data syncs between HubSpot and PSOhub and how the integration works.
How do HubSpot and PSOhub integrate?

✅ Create a quote from a HubSpot deal
Turn a HubSpot deal into a PSOhub quote and start building your project scope.
How to create a quote from a deal in HubSpot

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