How to integrate ConnectWise and HubSpot

Integrates.io is a full-service integration solution. Your subscription to Integrates.io includes setup, management, and support services so you do not have to manage another app by yourself.

CW and HS Favicons with Sync Logo (Web Version)

Setup and implementation plan for Integrates.io customers (3-4 weeks)

Week 1 Kickoff Meeting:

Week 2 Meeting:

  • Review finalized mapping sheets
  • Deduping records
    • We will perform an audit and provide a report on contact and company records that are duplicates (email and/or domain). The customer is responsible to clean up and manage their duplicate records.
    • Begin initial testing

Week 3 Meeting:

  • Complete data deduping efforts
  • Report on initial testing and findings
  • GO LIVE and LAUNCH Integrates.io

Week 4 Meeting:

The Integrates.io team will do all the heavy lifting. Integrates.io is a full-service integration solution. Your subscription to Integrates.io includes the setup, management, and support services so you do not have to manage another app by yourself.

Once connected and integrated, data will flow between ConnectWise and HubSpot. Sync errors will be captured in both ConnectWise and HubSpot to ensure records are updated and amended accordingly.

Here's a quick video on how it works.

Object and property field mappings

Example Company Mappings

ConnectWise field label Object ConnectWise API name Direction of sync Mapped HubSpot property HubSpot API name
           
Company Name company name <===> Name name
Address: Street company addressLine1 <===> Street address address
Address: City company city <===> City city
Address: State/Region company state <===> State/Region state
Address: Zip/Postal Code company zip <===> Postal code zip
Phone Number company phoneNumber <===> Phone number phone
Website URL company website <===> Website URL website
        HubSpot sync issues cwContCustFieldSyncIssues
           
Custom CW fields (examples)          
Company Size company customFields/4 <===> Company Size company_size__c
Company/Account Owner company customFields/9 <===> CW Company Contact cw_company_contact
Agreement service Agreement customFields/19 ===> Agreement service cw_agreement_service
           
Custom HS fields (examples)          
Industry/Market company marketId <===> CW Market  cw_market
Agreement MRR amount Agreement amount ===> Agreement MRR amount cw_agreements_amount
Agreement name Agreement name ===> Agreement name cw_agreement_name
Project name Project name ===> Project name cw_project_name
Project number Project id ===> Project number cw_project_number
Agreement type Agreement type ===> Agreement service type cw_agreement_services_type
Rules and Triggers
New/Updated CW Company where Name is not empty
New/Updated HS Company with Lifecycle stage contains Sales Qualified Lead and beyond
Any mapped field edits to CW Company are pushed to HS if there is a CW value present in the field
Any mapped field edits to HS Company are pushed to CW if the HS field has a value and the corresponding CW field value is empty
If a new Contact is added to a CW company, the contact is pushed to HS and associated with the corresponding company if it does not already exist
If a new Contact is added to a HS company, the contact is pushed to CW and associated with the corresponding company if it does not already exist
Any new/edits to mapped CW Agreements will be pushed to custom fields in HS
Any new Agreements with status Active get pushed to HS
Changes in Agreement amount propagate changes to HS
Edits to CW Agreement Additions pushed to HS
The most recent Project pushed to HS
POWERFUL FEATURES

Sync updates and errors are reported in both ConnectWise and HubSpot

Integrates.io Sync Issues for ConnectWise Record
HubSpot Deal Record Updates via Integrates API
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Sample Screenshot of Sync Issues on a ConnectWise Record

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Sample Screenshot of Sync Updates on a HubSpot Record

FAQ

Need clarification?

What is Integrates.io?

A HubSpot and ConnectWise or Autotask integration solution designed exclusively for Managed Service, Security, and Solution Providers. Sync HubSpot and ConnectWise or Autotask objects and data.

Who designed and developed it?

Integrates.io was built and designed by SyncMatters (formerly IntegrateHQ), an award-winning HubSpot Integration Partner, and TSL, a top Certified HubSpot Solutions Partner.

Can I change my plan later?

We scale as your business scales. Two of the benefits of leveraging Integrates.io is the level of customization and full-service support provided by the Integrates.io support team.