Integrate CRM and Project Management
From deal to project, seamlessly
For agencies, consultancies and service providers, connecting the CRM with the PM tool is essential. Won deals become projects automatically, customer data flows along, no manual handover process.
Problems without integration
Manual handover
Won deals have to be created as projects by hand. Information gets lost.
Missing customer info
The project team has no access to the sales history and key customer information.
No project status in the CRM
Sales cannot see how ongoing projects are progressing. Important for upselling and renewal.
Separate time tracking
Project hours and CRM revenue live in different systems, so there is no profitability analysis.
Integration options
Native integration
HubSpot + Asana, Zoho + Monday, Pipedrive + Trello. Ready-made connectors available.
Middleware
Zapier or Make connect any CRM with any PM tool. Flexible workflows possible.
All-in-one
Monday CRM, ClickUp, Notion combine CRM and PM in one platform.
Custom API
For complex requirements: a custom integration via the APIs of both systems.
Typical use cases
Automatic project creation
Deal set to "Won" and a project is created automatically with a template and customer data.
Customer data in the project
The project team sees relevant CRM info: contacts, requirements, sales notes.
Project status in the CRM
Sales sees: project in progress, 70% done, deadline next week.
Time tracking to revenue
Logged project hours flow back into the CRM as revenue for profitability analysis.
Upsell trigger
When a project is nearly complete: an automatic task for the account manager to upsell.
Best practices
Define a project template
A standardized project structure created automatically when a deal is won.
Document the mapping
Which CRM fields map to which project fields? Document it clearly.
Bidirectional only where needed
Not every piece of info needs to sync both ways. Reduce complexity.
Check permissions
Who on the project team sees which CRM data? Mind data protection.
Recommended tools & software
Connect CRM and project management?
We help with the integration for a seamless handover from sales to delivery.
