HubSpot Diamond Solutions Partner
HubSpot + Deltek Integration: Connect Your GTM & Project ERP
Stop letting project-based ERP data sit in a silo. Connect Deltek’s project, financial, and client data to HubSpot to get a true 360-degree view of the entire customer lifecycle. Standard connectors can't bridge the gap between sales and project delivery. Our custom HubSpot-Deltek integration is built for project-based firms, ensuring your front-office (HubSpot) and back-office (Deltek) are perfectly in sync.
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Empower Your Deltek Teams with GTM Data
Give your project managers, finance, and operations teams the context they need from day one. By syncing HubSpot data, your Deltek users can stop chasing down information and focus on delivery.
Automatically create new Projects in Deltek (Vantagepoint or Costpoint) the instant a Deal is marked "Closed-Won" in HubSpot.
Sync all new Companies and Contacts from HubSpot to Deltek, eliminating manual data entry and preventing duplicates.
Provide project managers with full visibility into the SOW, notes, and activities from the HubSpot sales process.
Ensure accurate project setup and billing by syncing HubSpot deal line items and quote details directly into Deltek.
Give your project managers, finance, and operations teams the context they need from day one. By syncing HubSpot data, your Deltek users can stop chasing down information and focus on delivery.
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.
Give HubSpot Users Full Project & Financial Visibility
Your HubSpot platform is blind to what happens after the sale. Our integration feeds critical project and financial data from Deltek back into HubSpot, unlocking powerful insights for your sales, marketing, and service teams.
See real-time Project Status, logged hours, and budget utilization from Deltek on the HubSpot Company record.
Empower your sales team to have smarter conversations by giving them visibility into Invoice Status and outstanding balances.
Arm your marketing team with Deltek data (like project type or total client spend) to build hyper-segmented lists for cross-sell and upsell campaigns.
Calculate true Customer Lifetime Value (LTV) and marketing ROI by syncing actual financial data from Deltek to HubSpot.
Your HubSpot platform is blind to what happens after the sale. Our integration feeds critical project and financial data from Deltek back into HubSpot, unlocking powerful insights for your sales, marketing, and service teams.
A Flexible Sync Built for Project-Based Business
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Basic connectors fail because they don't understand the opportunity-to-project lifecycle. We build your sync logic around your specific workflows, from the first marketing touch to the final invoice.
- Bi-Directional & Uni-Directional Sync: Keep client contact info aligned in both systems, while syncing sensitive project financial data one-way from Deltek to HubSpot for reporting.
- Real-time & Scheduled Syncs: Instantly create a new project in Deltek when a deal closes, or run a nightly sync of all project invoices and time logs to HubSpot.
- Custom Sync Logic & Triggers: Create rules that fit your needs. Sync a deal only when it reaches the "Closed-Won" stage, or trigger a task for a PM only when a specific service is sold.
- High-Volume Data Handling: We manage your entire client, project, and financial database, ensuring your data is reliable, secure, and accurate across both platforms.
Comprehensive Object and Field Mapping
We map the data that matters, connecting your GTM pipeline directly to your project-based ERP.
HubSpot
Deltek (Vantagepoint / Costpoint)
- Companies
- Contacts
- Deals
- Deal Line Items
- Custom Objects
- Clients / Firms
- Contacts
- Opportunities / Projects
- Project Budgets / Fee Schedules
- Invoices / Time Logs / Expenses
- Companies Clients / Firms
- Contacts Contacts
- Deals Opportunities / Projects
- Deal Line Items Project Budgets / Fee Schedules
- Custom Objects Invoices / Time Logs / Expenses
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
Our integration connects HubSpot's best-in-class marketing and sales automation to Deltek's powerful project management and financial backend, giving you the best of both worlds.
Yes. This is the core function. When a HubSpot deal is marked "Closed-Won," it can automatically create the client, contact, and project shell in Deltek.
Absolutely. We can sync invoice status, outstanding balances, and total project revenue back to the HubSpot company record so your sales team has full visibility.
We specialize in mapping your unique custom fields from HubSpot (like "Service Line") to the corresponding fields in Deltek (like "Project Type") to ensure your custom reporting works.
See Your Integrated Project & GTM Data in Action
Stop running your business from disconnected systems. Schedule a discovery call to see how a unified HubSpot and Deltek platform can eliminate data entry, streamline project kick-offs, and give you a complete view of your business.
Schedule Your Integration Discovery Call