Wrike + HubSpot Integration with AI Project-to-CRM Intelligence

A new framework for building AI agents. Meet AI Skills in V7 Go.

See how it works

A new framework for building AI agents.

Combine Apps

Wrike

HubSpot Integration

Build automations powered by V7 Go Agents

Connect Salesforce to Bloomerang with

Every new Wrike task is analyzed for client context and project health signals — and HubSpot deal records are updated with delivery milestones and recommended account actions before the CSM's next call.

Data Source

Wrike

Connect Wrike to V7 Go and automate project task creation, status updates, and team coordination workflows to accelerate project delivery.

Project Management & Forms

Task Automation

Status Monitoring

Risk Detection

AI Agent (by V7 Go)

Destination

About

HubSpot

Connect HubSpot to V7 Go and automate lead scoring, customer insights, sales pipeline management, and relationship intelligence with intelligent AI agents.

CRM & Sales

Lead Scoring

Deal Management

Customer Insights

Example Workflow

Wrike

HubSpot

Project Task to CRM

Popular workflows

Example

Input

New task created

AI Agent

Output

Input

New task created

New Task Created

Emit new event when a task is created

Wrike Task

AI Agent

Analyze

Reading Wrike task: title, description, folder context, assignee, and due date

Identifying the client account and deal association from task and folder metadata

Assessing project health signals: on-track, at-risk, or blocked status indicators

Mapping delivery milestone context to the corresponding HubSpot deal stage

Generating a CRM update with project status, milestone notes, and recommended next action

Analysis complete

Output

HubSpot

Updates the HubSpot deal with project milestone status, adds a delivery note to the contact record, and creates a task for the account owner when project signals require action

Create Task

Create Note

Update Deal

All actions triggered by agent

Analyze Wrike tasks for client signals and update HubSpot deal records with structured project delivery intelligence.

Agent Library

A library of

Agents

Agents

Agents

for every workflow

More project management agents

Popular workflows

AI Concierge Agent

AI Concierge Agent | Orchestrate Complex Workflows | V7 Go

Business

Multi-System Coordination

Intelligent Task Delegation

Context-Aware Decision Making

Add to workflow

AI Concierge Agent

AI Concierge Agent | Orchestrate Complex Workflows | V7 Go

Business

Multi-System Coordination

Intelligent Task Delegation

Context-Aware Decision Making

Add to workflow

Actions & Triggers

Build powerful

Wrike

HubSpot workflows

Pick from 100+ triggers and actions available.

Connect triggers from Zoom to powerful actions in your other business apps.

Popular workflows

Workflow triggers

New Folder Created

Emit new event when a folder is created

New Subtask Created

Emit new event when a subtask is created

New Task Created

Emit new event when a task is created

Agents automate actions in your apps

Add Contact to List

Adds a contact to a specific static list.

Batch Create Companies

Create a batch of companies in Hubspot.

Batch Create or Update Contact

Create or update a batch of contacts by its ID or email.

Batch Update Companies

Update a batch of companies in Hubspot.

Batch Upsert Companies

Upsert a batch of companies in Hubspot.

Create Associations

Create associations between objects.

Create Communication

Create a WhatsApp, LinkedIn, or SMS message.

Create Company

Create a company in Hubspot.

Create Custom Object

Create a new custom object in Hubspot.

Create Deal

Create a deal in Hubspot.

Get started

Ready to connect

Wrike

and

HubSpot

Sync delivery to your CRM

V7 Go connects Wrike and HubSpot with AI agents that turn project milestones into CRM intelligence automatically. Book a demo.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Wrike

and

HubSpot

Sync delivery to your CRM

V7 Go connects Wrike and HubSpot with AI agents that turn project milestones into CRM intelligence automatically. Book a demo.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Wrike

and

HubSpot

Sync delivery to your CRM

V7 Go connects Wrike and HubSpot with AI agents that turn project milestones into CRM intelligence automatically. Book a demo.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Wrike

and

HubSpot

Sync delivery to your CRM

V7 Go connects Wrike and HubSpot with AI agents that turn project milestones into CRM intelligence automatically. Book a demo.

30-minute session

Personalized setup

Live demonstration

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Have questions?

Find answers.

Any more questions?

Talk to sales

How does V7 Go connect Wrike and HubSpot?

V7 Go monitors Wrike for new task creation. When a task is created, the AI Project Tracking agent reads the task content and folder context, identifies the client account and deal association, and updates the HubSpot deal record with project milestone data and recommended actions for the account owner.

How does V7 Go identify which HubSpot deal a Wrike task relates to?

V7 Go uses folder and project naming conventions, task tags, and custom Wrike fields to map tasks to HubSpot deals. You can configure explicit mapping rules or let V7 Go infer the association from client name patterns in project folder names.

What does V7 Go write to HubSpot from Wrike task data?

V7 Go updates HubSpot deal close date predictions when milestones are hit, creates notes with delivery context, adds tasks for CSMs when blockers are detected, and updates the deal stage when key project phases complete.

Can V7 Go also handle Wrike subtask creation and status updates?

Yes. Wrike supports triggers on subtask creation and task status updates. You can configure V7 Go to post Slack alerts for overdue tasks or update HubSpot when major deliverables are marked complete.

Is Wrike project data secure in V7 Go?

V7 Go is SOC 2 Type II certified. All task and project data is processed in an encrypted, isolated environment and never used for model training.

How is the Wrike + HubSpot integration priced?

Pricing is based on task event volume. Contact V7 Go for a custom quote.

Partner program

Become a V7 Go Project Management Partner

Join our project management partner ecosystem and help your clients build intelligent delivery-to-CRM workflows that keep deal records in sync with real project progress.

Partner program

Become a V7 Go Project Management Partner

Join our project management partner ecosystem and help your clients build intelligent delivery-to-CRM workflows that keep deal records in sync with real project progress.

Partner program

Become a V7 Go Project Management Partner

Join our project management partner ecosystem and help your clients build intelligent delivery-to-CRM workflows that keep deal records in sync with real project progress.

Partner program

Become a V7 Go Project Management Partner

Join our project management partner ecosystem and help your clients build intelligent delivery-to-CRM workflows that keep deal records in sync with real project progress.

About

Enterprise-level security. Keep your data private.

Enterprise-level security. Keep your data private.

Enterprise-level security. Keep your data private.

Enterprise-level security.
Keep your data private.

Enterprise-level security.
Keep your data private.

Enterprise-level security.
Keep your data private.