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ConnectWise + HubSpot Integration
ConnectWise is a PSA/business-management platform for MSPs. Our integration connects companies, contacts, opportunities and tickets with HubSpot, so records and activity flow into the CRM.Our Experience
Method: native, custom API, or on-prem bridge depending on the ConnectWise deployment (PSA for MSPs).
Built: Companies ↔ Companies, Contacts ↔ Contacts; Opportunities/Agreements → Deals; Tickets/Agreements → Custom Objects (recurring-revenue data).
In plain terms: We've connected (migrated) ConnectWise companies, contacts, opportunities and agreements into HubSpot — using a native, custom or on-prem approach depending on the deployment — so MSPs get recurring-revenue and ticket data visible for sales and renewals. Because ConnectWise setups vary widely, each build is scoped to how the MSP actually runs, on-prem or cloud.
- Vertical
- Custom integration
Planning a ConnectWise + HubSpot integration?
Tell us which ConnectWise systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which ConnectWise systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | ConnectWise Object | Direction |
|---|---|---|
| Companies | Company | Two-way |
| Contacts | Contact | Two-way |
| Deals | Opportunity / Agreement | External → HubSpot |
| Custom Objects | Ticket / Agreement | External → HubSpot |
Use Cases
MSP Sales Visibility
ConnectWise opportunities become HubSpot deals, so MSPs run their sales pipeline and reporting in the CRM instead of the PSA tool.
ConnectWise Opportunities → HubSpot PipelineUnified Company Records
Companies and contacts stay aligned between ConnectWise and HubSpot, so the same client isn't maintained twice across the two systems.
ConnectWise Companies & Contacts ↔ HubSpotRecurring-Revenue & Renewals
Agreements and their recurring revenue surface in HubSpot, so renewals are tracked and nothing lapses without the sales team seeing it coming.
ConnectWise Agreements → HubSpot → Renewal TrackingFeatures
- Company & contact sync/migration
- Opportunities → Deals
- Agreement/recurring-revenue data
- Ticket visibility
- Native, custom or on-prem options
- Reporting in HubSpot
Frequently Asked Questions
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How does the ConnectWise HubSpot integration work?
ConnectWise is a PSA/business-management platform for MSPs. We connect or migrate its companies, contacts, opportunities and agreements to HubSpot — via native connection, custom API or on-prem bridge depending on your ConnectWise deployment.
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What data can I sync between ConnectWise and HubSpot?
Companies ↔ Companies, Contacts ↔ Contacts, Opportunities/Agreements → Deals, plus tickets and agreements as custom objects.
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Can the integration be customized to our ConnectWise setup?
Yes. Deployment type (cloud vs on-prem), which objects sync and direction are scoped to your ConnectWise setup.