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HubSpot – Dash SaaS Add-On

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Pre-Required : WorkDo Dash SaaS
Free 6 Months of Support
Free Lifetime Updates
100% Money Back Guarantee
Last Update:
17 April 2025
Published:
11 October 2023

$69

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How to install Dash Add-On

The HubSpot Add-On allows you to connect your HubSpot account with your platform, making it easier to manage products, services, and deals without switching between tools. Once connected, you can view and control HubSpot items from the Items section and handle all your deals directly within the CRM Add-on. This integration ensures your data stays updated, organized, and in sync, helping you manage sales and customer interactions more efficiently from one place.

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HubSpot

HubSpot Integration for Items & Deals Management

The HubSpot Add-On offers seamless integration, allowing you to manage products and deals directly within your platform. Once connected by entering your Access Token in Settings, you can instantly sync and access HubSpot data. In the Items section, clicking the HubSpot button retrieves product data from your HubSpot store. Similarly, in the CRM Deals section, the HubSpot button displays synced deal data, enabling you to add and track deals using List or Kanban views.

Items
CRM

STRONG BRAND

HubSpot Settings Configuration

To configure HubSpot integration, navigate to Settings, find the System Settings, and click on HubSpot.Use the Enable/Disable toggle to control integration visibility. Enter your Access Token from HubSpot. Click Save to activate the connection. Once enabled, HubSpot products and deals will be accessible within your CRM Add-on, and data synchronization will commence.

Manage HubSpot Products & Services Easily

With the HubSpot Add-On, manage all HubSpot products directly from the Items section. After integration, a HubSpot button appears under Items, displaying your all product list with details like name, SKU, image, pricing, type, and status. Use the Create button to add new items by entering product info (name, category, tax, quantity, warehouse). You can also edit or delete any item as needed from the Items menu, and use the sync button to make sure any changes are reflected in the system.

Handle Deals Within CRM Effortlessly

Manage all HubSpot deals directly within your CRM. In the Deals section, HubSpot deals appear in both List and Kanban views. Click the HubSpot button to access synced deals, showing details like name, price, stage, status, and created date. To add a deal, enter key info (name, price, phone number, client). New deals link to HubSpot and update from "Unmatched" to "Matched." You can edit or remove deals anytime from the deal and sync updates to keep everything aligned across the platform.

From our system

Screenshots from our system

To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

Additionals

Discover More Add-Ons

Unlock even more functionality with additional Add-Ons, providing enhanced networking and customization options for your Dash SaaS experience.

Google Docs

To begin, you’ll need to upload your GoogleDocs JSON file under the system settings. This allows your platform to securely connect to your Google account.

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Discover the cutting-edge solution for seamless payment processing with Paiement PRO Payment Gateway Integration in Dash SaaS! This integration brings together the advanced payment capabilities of Paiement PRO with the robust features of Dash SaaS, providing users with a secure and frictionless payment experience.

Laundry Management

The Laundry Management Module stands as a cornerstone in our organizational framework, embodying a commitment to efficiency and service excellence.

Instagram Chat

With The Instagram Chat Add-On, you can effortlessly engage with your clients directly on Instagram, all from within the portal.

WorkDo.io is a versatile SaaS and ERP Solution provider designed to help businesses streamline their operations and improve efficiency. It offers a wide range of powerful tools and modules, including project management, HRM, accounting, CRM, inventory, and workflow automation. Tailored for startups, SMEs, and growing enterprises, WorkDo.io provides customizable dashboards and an intuitive interface to manage daily business activities with ease. Its all-in-one platform allows teams to collaborate, monitor performance, and automate repetitive tasks—eliminating the need for multiple disconnected tools. With regular updates, a strong support system, and user-friendly design, WorkDo.io empowers businesses to centralize their operations, enhance productivity, and make data-driven decisions. Whether you're managing teams, finances, or customer relations, WorkDo.io offers a reliable and scalable ERP solution suited for modern business needs.

HubSpot – Dash SaaS Add-On