Empower Project Management HubSpot Application with 6 Super Tools

on CRMs, Data Aggregation, Data Analytics, Data Visualization, HubSpot, Marketing, Marketing Dashboards, Sales Analytics, Sales Dashboard, social media marketing, Tutorials • August 30th, 2021 • Write for Hevo

If you are a Marketing Manager or a Sales Professional, you must have heard about the term “Inbound Marketing”, right? We are sure you probably have because that is why you are here today. But we will explain it to all those who have landed on this page and are eager to learn a thing or two about Inbound Marketing. 

Inbound Marketing is a type of Marketing that involves Creating Content and Attracting Customers to your Business. It is unlike Outbound Marketing, in which the Company reaches out to Potential Customers via Text, Messaging Services or Emails. 

Now, since Inbound Marketing involves Content Creation & Management, it is impossible to check & track all things single-handedly. Therefore, it is crucial to have a single platform that manages all the Inbound Marketing Concerns of a Company.

One such notable platform that is known for enabling Inbound Marketing in a super easy form is “HubSpot”. You probably have heard about HubSpot earlier but never paid much heed to it because of the complexity that revolves around it. So today, in this blog, we will cover the nitty-gritty of Project Management HubSpot and how Marketing and Sales Professionals can use it to manage their Marketing and Sales Activities, i.e. aligning Team Tasks, Collaboration, and Communication.

Table of Contents

Introduction To HubSpot

HubSpot Logo: Project Management HubSpot Application
Image Source: Simple Machines Marketing

HubSpot is an All-in-One Marketing and Sales Service Software used by thousands of Businesses all around the world. It is a leading Inbound Marketing Software that addresses needs like Email Marketing, SEO, Content Creation etc. They have pioneered success in a short time with their brilliant Services. Earlier, the Platform used to offer Inbound Marketing Solutions differently. But now, they have made the whole process a lot simpler for Companies. They have compiled all their Marketing Services under one roof for simplicity purposes. 

HubSpot’s Scalability Capabilities let Businesses grow at any stage, with options for quickly upgrading Subscription Plans without losing out on anything. While there are many alternative CRM Systems in the market, HubSpot stands out in terms of allowing your employees to focus more on the Customers by providing helpful information and best Inbound Practices, while offering affordable pricing plans. 

HubSpot hosts a leading worldwide Academy for every Business Professional looking forward to improving their knowledge, Marketing and Sales Processes or getting insights on trending and valuable Business Skills. You can visit and find more information on HubSpot Academy here. 

HubSpot also provides Custom Integrations and Tools to empower your Inbound Marketing Activities within HubSpot. Project Management Hubspot is an unchallenging process which everyone in the Team can learn quickly and collaborate upon.

Now that you have understood what HubSpot offers to its Customers, let’s look at some of the key features of HubSpot.

5 Key Features of HubSpot

Free CRM

HubSpot offers its Clients a free CRM. Yes, you read that right. You can get benefits of Project Management HubSpot within a free CRM. HubSpot enables you to set up your Email Marketing Campaigns and Client Relationship Strategies to manage everything better.

Customer List Segmentation

It is crucial to segregate different types of Customers for different types of Marketing or Sales Campaigns. Customer Segmentation in HubSpot enables better Customer Response and Engagement and higher Yields or Conversions on the spent budget. Some may be more serious with your Products and others may be a little lenient. So, the HubSpot’ Customer List Segmentation Services allow you to segregate Potential Clients from the rest, providing an overview of the whole Customer Journey Processes.

Project Management HubSpot Workflows

Now you can set your Project Management HubSpot Workflows within the HubSpot Software in a hassle-free manner. The HubSpot Software makes it easy to manage Projects, Client Relationships and Internal Management with their Project Management and Client Management features.

Social Media Integration

Social Media is integral to attract more Customers. What is more important is having an established and active presence on multiple Social Media Platforms. HubSpot Social Media Integration feature helps you integrate all your Social Media Accounts and lets you perform various tasks simultaneously like Scheduling Posts, tracking Customer Engagement, and getting insights on Post Performance.

Landing Pages

Landing Pages are important to drive Sales. HubSpot’s Free Landing Page Templates help Marketers and Brands design and use  well-crafted Pages in a trouble-free manner. The HubSpot CTA formula in their Free Templates kicks start your Sales Revenue generation and improves your Customer Reach.

Simplify your Data Analysis with Hevo’s No-code Data Pipeline

A fully managed No-code Data Pipeline platform like Hevo helps you integrate data from 100+ data sources like HubSpot (including 30+ Free Data Sources) to a destination of your choice in real-time in an effortless manner. Hevo with its minimal learning curve can be set up in just a few minutes allowing the users to load data without having to compromise performance. It helps transfer data from HubSpot (Free Source Connector with Hevo) to a destination of your choice for free. Its strong integration with umpteenth sources allows users to bring in data of different kinds in a smooth fashion without having to code a single line. 

Get Started with Hevo for Free

Check out some of the cool features of Hevo:

Completely Automated: The Hevo platform can be set up in just a few minutes and requires minimal maintenance.

Transformations: Hevo provides preload transformations through Python code. It also allows you to run transformation code for each event in the pipelines you set up. You need to edit the properties of the event object received in the transform method as a parameter to carry out the transformation. Hevo also offers drag and drop transformations like Date and Control Functions, JSON, and Event Manipulation to name a few. These can be configured and tested before putting them to use.

Connectors: Hevo supports 100+ integrations to SaaS platforms, files, databases, analytics, and BI tools. It supports various destinations including Google BigQuery, Amazon Redshift, Snowflake Data Warehouses; Amazon S3 Data Lakes; and MySQL, MongoDB, TokuDB, DynamoDB, PostgreSQL databases to name a few.  

Real-Time Data Transfer: Hevo provides real-time data migration, so you can have analysis-ready data always.

100% Complete & Accurate Data Transfer: Hevo’s robust infrastructure ensures reliable data transfer with zero data loss.

Scalable Infrastructure: Hevo has in-built integrations for 100+ sources that can help you scale your data infrastructure as required.

24/7 Live Support: The Hevo team is available round the clock to extend exceptional support to you through chat, email, and support calls.

Schema Management: Hevo takes away the tedious task of schema management & automatically detects the schema of incoming data and maps it to the destination schema.

Live Monitoring: Hevo allows you to monitor the data flow so you can check where your data is at a particular point in time.

Sign up here for a 14-Day Free Trial!

Introduction to Project Management HubSpot for Business

What is Project Management?

Lucid Chart Project Management Workflow
Image Source: LucidChart

Project Management refers to the Planning and Organising of a Company’s Resources to achieve a specific goal or a result. It can range anything from managing the Human Resource to managing the finances for a Project. It can be a One-time Project or even an Ongoing Project that lasts more than one year. It is not restricted to any one Industry.

Almost all Industries require Project Managers. Project Managers tend to have the same job in all industries: to define goals and who is to do what. If you don’t know how Project Management is done, then we would recommend you to read the key features of Project Management.

3 Key Features of Project Management

Ease Out the Process

Project Management eases out the Processes for Companies. The Project Managers are solely responsible to manage all the Tasks given to them. They do this by using Project Management Softwares like Project Management HubSpot Software Solution so that they don’t get confused while juggling between multiple Projects and People. 

Resource Management

Every Company has limited Resources and Employees. Therefore, using them in the most efficient way possible is crucial for a Business’s success. Project Management helps Managers reduce Overhead and other general Costs associated with each Project to maximize efficiency.

Customizability

Although it may seem that making changes to well-defined Projects is impossible, Project Management is quite flexible. Project Management allows Project Managers to make necessary changes to the Project Boards whenever the need arises.

Now, let us see how Project Management HubSpot helps Managers in Project Management.

4 Key Features of Project Management HubSpot

Management From a Centralized Place

HubSpot enables managing multiple Projects from a Centralized Single Dashboard. It allows you to Plan, Create and manage Projects and analyse Reports from one common location which is accessible to all Teams Members. The best part? You don’t even need any third-party Tools or Plug-ins to reach your goals.

Accelerates Business Productivity

The Project Management HubSpot Software accelerates productivity within the Organization by handling multiple Projects simultaneously. It allows you to manage Individual and Team Tasks without having to switch between different Tools.

Ensures Deliverables On Time

Time is an important aspect of Project Management. With Project Management HubSpot Workflow, you can easily set Reminders for every Task and Team under one Project to ensure timely delivery and completion of work.

If you would like to know more about HubSpot Critical Workflows, which can speed up your Marketing and Sales Processes, check out our article on 7 critical HubSpot Workflows here.

Pre- Populated Templates

Now, you don’t have to spend hours creating a Project from the very beginning. You can do that with HubSpot’s Pre-Populated Templates. The Project Management HubSpot Tool helps you use these Pre-Populated Templates and get started right away.

This was the HubSpot Project Management Software. Now, let us look at the various Project Management HubSpot Applications, which you and your Teams can utilise to gain maximum advantage and adaptability in Project Workflows.

6 Best Project Management HubSpot Integration Applications

To leverage the best from your HubSpot Dashboards, HubSpot’s additional functionality of HubSpot Integrations give your Team more power on work. HubSpot Integrations allow you to connect HubSpot Software to third-party Apps. HubSpot’s App Marketplace displays all of its available integrations, which include major integrations like Facebook, Magento, MailChimp, Slack, Zendesk, Lifeform, and many more. For Project Management HubSpot use case, we’ve listed down a list of 6 popular Project Management Apps which can be readily integrated into your HubSpot Dashboard and Reporting System to get the best functionality.

Monday

Project Management HubSpot Application: Monday
Image Source: Wikimedia Commons

Monday is a flexible Project Management Tool that helps Project Managers to stay on top of their work. It allows Project Managers to use the Customizable Functionalities and perform Project Management with no coding. It has 100 ready to use templates with different views for your work like Kanban, Gantt Chart and Timeline.

Asana

Project Management HubSpot Application: Asana
Image Source: Asana

Another great Project management application is Asana. Asana assists Project Managers with its Advanced Dashboard, Files View and Easy Accessibility. 

The best part about Asana is the Project Overview Feature. Project Overview gives Teams Clarity, Key Resources and other Status Updates. Asana Application replaces the plethora of Emails, Spreadsheets, and Sticky Notes associated with each project with a far more workable system. It is adaptable and simple to use, making it appropriate for a wide range of Users.

Airtable

Project Management HubSpot Application: Airtable
Image Source: Wikimedia Commons

Airtable is a Hybrid Spreadsheet/Database that combines the best of both worlds. While dealing with Databases might be scary, Airtable’s No-Code Tools allow you to work with a Relational Database using a Spreadsheet UI.

Airtable facilitates file sharing and the creation of well-organized projects. It also has Free Project Management Templates for Project Managers to use like the Asana Project Management Application. With Airtable, you can manage everything ranging from budgets to various work resources in a single canva.

Trello

Project Management HubSpot Application: Trello
Image Source: Wikipedia

Trello is one of the most famous and most used Project Management Applications by Project Managers. Not only Project Managers, but many Freelancers also use Trello to scale their Freelance Business. 

Trello creates a system based on Kanban Boards’ Agile Management System in which Individual Tasks can be clearly seen and Team Members can be assigned to particular Tasks that are easy to follow.

The various Project Viewer Modes like Trello Kanban, Trello Gantt and Trello Timeline make it easy to understand every small detail of the Project hence omitting any scope of loss in progress or ambiguity.

If you or your teams use Trello as a Project Management Application and would like to learn about super effective ways to crush your Productivity, we have a comprehensive guide here which would be super helpful.

Accelo

Project Management HubSpot Application: Accelo
Image Source: Accelo

Accelo is Cloud-based Project Management for the modern-day that features Automation, Flexible Invoicing and easy One-Click Reporting. Additionally, you can combine Accelo with other of its Sister Products to achieve the next level of client work.

Users of Accelo benefit from a simple Ticketing Procedure as well as intelligently driven Business Processes, resulting in exceptional and efficient Client Service.

Big Time

Project Management HubSpot Application: BigTime
Image Source: American Online News

Lastly, BigTime is one Software that provides Professional Services like Time-tracking, Billing and Invoicing and Resource Allocation. Project Managers can achieve Workflow Management flawlessly with Big Time. 

Offering an excellent Use Cases and Deployment Features, BigTime features Timesheets that may be customised to show Daily or Weekly Project Views. It features a system for review and approvals, sends out automated alerts to Managers and Employees, and allows managers to manually modify Employee Timesheets. 

Billing and invoicing capabilities in BigTime allow you to create variable Billing Rates and customise Invoice Templates with Custom Logos, Addresses, and Business Colours, among other things.

Conclusion

Project Management is an important part of every successful Organization. Without it, there is chaos and disorganization in the Organization. We hope you got to learn something about Project Management from this Blog Post. We started by sharing an overview of the importance of Project Management in Businesses and its features. We highlighted the Project Management HubSpot Application, it’s key features, and how you can utilise Project Management HubSpot Applications to leverage the best tools in your HubSpot Dashboard, seamlessly aligning Team Tasks and Project Workflows.

While HubSpot and Project Management HubSpot Applications are useful for Project Planning and Team Collaboration, Organisations may also need Data Integrations with commonly used Communication Channels and Collaboration Tools like Slack, Google Sheets, Google Analytics, and Salesforce. A common repository, such as a Data Warehouse, may assist you in creating a centralised area for all of your data that is available to all of your Team Members.

Also, extracting complicated data from a wide range of Data Sources, such as HubSpot, in order to conduct an informed analysis might be difficult, but this is where Hevo comes to the rescue! 

Hevo makes it easier to migrate data from databases and SaaS apps like HubSpot (Data Source Available for Free in Hevo) into your Data Warehouse, where it can be analysed in a Business Intelligence Tool. 

Visit our Website to Explore Hevo

Hevo is completely automated, so you won’t have to write any code. By joining up for a 14-day free trial, you may test Hevo for free. You may also have a look at the amazing price, which will assist you in selecting the best plan for your company’s needs. It facilitates the free movement of data from HubSpot to a location of your choice.

Sign Up for a free trial and experience the power of Hevo in utilising your data. Check our pricing guide here.

If you ever get stuck, you can always come back to read any project management advice or referred software. Let us know in the comments your experiences and suggestions on Project Management HubSpot Application.

Effortless Data Migration from HubSpot