HubSpot Diamond Solutions Partner
HubSpot & Adobe Workfront Integration: Automate Handoffs from Sales to Delivery
Connect closed deals directly to your marketing work management system. We sync contract details and creative briefs to Workfront, ensuring your delivery team has everything they need to execute immediately without manual handoffs.
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Empowering Your Marketing & Delivery Teams
Disconnecting your CRM from your "System of Record" for marketing creates chaos. This integration ensures that when Sales sells a campaign, the Delivery team receives a fully populated project project in Workfront, complete with timelines and assets.
Automated Project Launch: Trigger the creation of complex project templates in Workfront the moment a Deal moves to "Closed-Won" in HubSpot.
Unified Creative Briefs: Map custom HubSpot deal properties directly to Workfront request forms, eliminating the need for "clarifying" emails.
Streamlined Proofing: Notify account managers in HubSpot when assets are approved in Workfront Proof, ensuring faster client delivery.
Disconnecting your CRM from your "System of Record" for marketing creates chaos. This integration ensures that when Sales sells a campaign, the Delivery team receives a fully populated project project in Workfront, complete with timelines and assets.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Unlocking Delivery Visibility in HubSpot
Transform HubSpot into a window for project status. We pull real-time project milestones and completion percentages back into the CRM, giving Account Executives the visibility they need to manage client expectations without pestering the creative team.
Real-Time Status Sync: View the exact status of a project (e.g., "In Progress," "At Risk") directly on the Deal or Company record.
Asset Accessibility: Sync final approved assets from Workfront folders back to HubSpot attachments for easy access during QBRs.
Revenue Recognition: Trigger HubSpot automations or invoice tasks based on "Project Complete" milestones achieved in Workfront.
Transform HubSpot into a window for project status. We pull real-time project milestones and completion percentages back into the CRM, giving Account Executives the visibility they need to manage client expectations without pestering the creative team.
Flexible Data Sync Architecture
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard, out-of-the-box connectors are built for simple, one-way data pushes. They can't handle the dynamic, tag-based segmentation or project management functions of Adobe Workfront. We build your integration around your specific automations, mapping custom fields and project data bi-directionally.
- Bi-Directional & Uni-Directional Sync: Push new projects from HubSpot to Workfront, and pull milestone dates back to HubSpot. We configure the flow based on your operational needs.
- Real-time & Scheduled Syncs: Trigger instant project creation via webhooks for speed, or schedule nightly resource data syncs to maintain system performance.
- Custom Sync Logic & Triggers: Define precise triggers, such as only syncing deals with a specific "Product Type" or "Region" to avoid cluttering Workfront.
- High-Volume Data Handling: Robustly process thousands of task updates and time logs without hitting API limits or slowing down your instance.
Comprehensive Object & Field Mapping
Map your CRM data to your marketing work management system.
HubSpot
Adobe Workfront
- Deals
- Contacts
- Line Items
- Companies
- Ticket Attachments
- Projects / Requests
- Users / Requesters
- Tasks / Deliverables
- Portfolios / Programs
- Documents / Proofs
- Deals Projects / Requests
- Contacts Users / Requesters
- Line Items Tasks / Deliverables
- Companies Portfolios / Programs
- Ticket Attachments Documents / Proofs
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
Yes. Workfront Fusion is the primary integration layer that allows for the robust, custom "scenarios" required to map HubSpot objects to Workfront's complex hierarchy.
Yes. We can iterate through the line items on a HubSpot Deal and create corresponding individual tasks or milestones within the new Workfront project.
Yes. The integration can select specific Workfront templates based on HubSpot logic (e.g., "If Deal Type is 'Website', use 'Web Project Template'").
Yes. We can script a one-time migration to ensure your past Deals and active Projects are properly associated, giving you immediate reporting continuity.
Ready to Unify Sales and Execution?
Your team shouldn't have to copy-paste data to start a project. Let's build a bridge that turns signed contracts into active work instantly.
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