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| Entity Type | Description |
|---|---|
| Client | A business you do work for |
| Engagement | A collection of contract line items with a clientclient |
| Project | Work that is done on a particular contract |
| Estimate | Estimates are a value pulled into Projector from HubSpot . The estimate is a monetary amount that is then applied to a special title in your installation. The rate on that title divided into the contract value determines the number of hours of work. Finally, these hours are spread across a date range on a project. At this time there is no user interface into the contract amount, title, or date range. If you need this information you should review your HubSpot.com implementation notes. |
| EstimateLineItem | There is currently a one-to-one relationship between Estimates and EstimateLineItems, so the definition for an estimate also fits the definition for here. This may change if more granular HubSpot estimates are introduced. |
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Once a HubSpot integration is running, you mostly shouldn't need to do anything at all. At a set interval, Projector will pull information from HubSpot and update your clients, engagements, projects, and project estimates. If you want to trigger a new run immediately then then click the Start Import Now button.
Occasionally something will go wrong with the integration though. If this happens, failure notifications will be sent to Projector users configured to receive CRM Automation Integration failure messages.
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