How it works

Your integration team will perform an initial setup and integration between your HubSpot and ConnectWise or Autotask platforms. This includes mapping your corresponding objects and properties/fields. The chart shown depicts the data that is mapped and bi-directionally synced.

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How it works (Updated 7-3-24)
POWERFUL FEATURES

Automate bi-directional sync of data between HubSpot and ConnectWise or Autotask

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CW or AT opportunity data syncs with HubSpot for closed loop reporting

By syncing ConnectWise or Autotask opportunity data back to HubSpot , you can use HubSpot's reports and dashboards to view how HubSpot leads are turning into opportunities and customers when passed to your sales team. You will finally be able to measure ROI from your marketing and sales endeavors.

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CW projects and agreements are synced to HubSpot timeline events

Capture greater insights in HubSpot related to ConnectWise Projects and Agreements. Information will be shared in the form of a timeline event in HubSpot.