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January 25th, 2026, 09:15 PM
#1
Senior Hostboard Member
Syncing a CRM with a Process Manager
I’ve been working independently on a CRM and a process/project/task manager, and finally brought the two of them together. Here’s a YouTube demo of the current state of doc.
The combination allows Hubspot-style workflow automation, where an opportunity (deal) moving through a pipeline can trigger an process (SOP) at any pipeline stage. You can build out processes with task assignments, dependencies, and estimated durations. When triggered, the process spawns a project and tasks with the appropriate assignments.
Thanks to the current state of cross-doc, the opportunity is updated in the CRM to show the new project. Pretty cool!
Looking forward to continuing to deepen support for continuous improvement of business processes. Ask me anything!
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