HubSpot

Who this is for

Marketing agencies, consulting firms, and any practice where the client relationship runs through a CRM rather than a general ledger. HubSpot is the most common starting point; Salesforce is on the roadmap.

What syncs

Companies, deals, contacts, conversation history, and the custom properties your firm uses to track engagement status. Practiq does not replace HubSpot — it reads from it and, once you turn on write-back, creates activities and notes that show up in HubSpot for your team.

Common workflows

• Weekly status briefs per engagement, drafted and staged for client review
• Meeting preparation that combines CRM notes with email and document context
• Renewal and expansion triage based on account health signals

More details coming soon. Request early access to get notified when this page is expanded.