HubSpot Diamond Solutions Partner
HubSpot and ConnectWise PSA Integration: Unify Sales, Marketing, and Service Delivery
Eliminate the disconnect between your new business engine and your core operations. Our integration syncs HubSpot and ConnectWise to streamline your entire quote-to-cash lifecycle for managed services.
Get Your Free HubSpot Consultation!
Schedule a complimentary consultation with our MSP integration experts to learn how connecting HubSpot and ConnectWise can help you generate more MRR, streamline service delivery, and build a more profitable technology service business.
Streamline Your Service Delivery with Automated Sales Handoffs
Turn your ConnectWise PSA into a more efficient, automated operational hub. By feeding it clean and accurate data from HubSpot the moment a deal is won, you can eliminate manual setup for new clients. This accelerates onboarding, reduces errors, and ensures your service delivery team has everything they need from day one.
Automated Company & Agreement Creation: Instantly convert "Closed-Won" HubSpot deals into companies, contacts, and service agreements in ConnectWise PSA, eradicating manual data entry and delays.
Seamless Project Kickoffs: Automatically create projects or service tickets in ConnectWise based on pre-defined templates when a new project deal is won in HubSpot, ensuring a smooth handoff to your technical team.
Maintain a Single Source of Truth: Ensure your client master list is perfectly synchronized between HubSpot and ConnectWise, preventing the duplicate records and data discrepancies that create billing and service headaches.
Turn your ConnectWise PSA into a more efficient, automated operational hub. By feeding it clean and accurate data from HubSpot the moment a deal is won, you can eliminate manual setup for new clients. This accelerates onboarding, reduces errors, and ensures your service delivery team has everything they need from day one.
Drive MRR Growth with Data-Driven Marketing in HubSpot
Transform HubSpot from a simple lead generation tool into a powerful engine for growing Monthly Recurring Revenue (MRR). By enriching HubSpot with deep client data from ConnectWise, you can finally prove the ROI of your marketing and run targeted campaigns to increase revenue from your existing client base.
Prove Marketing ROI on High-Value Agreements: Sync agreement data from ConnectWise back to HubSpot to see which marketing campaigns are generating the most profitable managed service contracts, not just one-time projects.
Automate Upsell & Cross-sell Campaigns: Segment your HubSpot contact lists based on active ConnectWise agreements. Easily target clients who have your "Managed IT" service but not your "Cybersecurity" offering with automated, educational campaigns.
Give Sales a 360-Degree Client View: Empower your sales team in HubSpot with a complete view of the client relationship, including active agreements, open service tickets, and project statuses from ConnectWise, enabling smarter sales conversations.
Transform HubSpot from a simple lead generation tool into a powerful engine for growing Monthly Recurring Revenue (MRR). By enriching HubSpot with deep client data from ConnectWise, you can finally prove the ROI of your marketing and run targeted campaigns to increase revenue from your existing client base.
A Flexible Sync Architecture for Your Technology Service Business
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Every MSP has a unique service catalog, agreement structure, and sales process. Off-the-shelf connectors can't handle this complexity. Our integration is built to adapt to your specific PSA configuration, ensuring a perfect mapping of your deals, agreements, and projects.
- Bi-Directional & Uni-Directional Sync: Keep company and contact data perfectly aligned with a bi-directional sync, while using a secure, one-way flow to create new agreements and projects in ConnectWise from HubSpot wins.
- Real-time & Scheduled Syncs: Use a real-time sync for new leads and closed deals to ensure immediate action, while running scheduled syncs for service ticket and agreement data to keep HubSpot current.
- Custom Sync Logic & Triggers: Implement rules that fit your workflow. For example, automatically create a new opportunity in ConnectWise only after a lead's score in HubSpot surpasses a specific threshold.
- High-Volume Data Handling: Our architecture is engineered to reliably manage data for thousands of endpoints and clients, providing stable performance as your MSP scales.
Comprehensive Object & Field Mapping
We connect the critical objects that run your entire MSP, from the first marketing touchpoint to the final service ticket.
HubSpot
ConnectWise
- Contacts
- Companies
- Deals
- Custom Objects
- Leads/Contacts
- Accounts
- Opportunities
- Custom Objects
- Contacts Leads/Contacts
- Companies Accounts
- Deals Opportunities
- Custom Objects Custom Objects
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and "messy data" that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That's how we maintain a 98.5% customer retention rate.
The Expert You Call
We're a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
Trusted by High-Growth Companies
See why leaders at scaling companies partner with Integrate IQ's experts.
Frequently Asked Questions
While ConnectWise is powerful for managing your sales pipeline, HubSpot provides a best-in-class marketing automation and inbound lead generation platform. This integration lets you combine HubSpot's powerful top-of-funnel marketing engine with ConnectWise's robust back-end operations, creating a complete, end-to-end solution for MSP growth.
Yes. We can map key data from your ConnectWise agreements such as MRR value, Agreement Type, and End Date to custom properties or a dedicated custom object in HubSpot. This data is essential for accurate ROI reporting and running targeted client retention and upsell campaigns.
Absolutely. We can perform a full historical sync of your company and contact database from ConnectWise into HubSpot. This immediately allows you to segment your entire client base and begin running data-driven marketing campaigns to your existing customers.
Yes, this is a core workflow. When a deal is marked "Closed-Won" in HubSpot, we can trigger a sequence that not only creates the company and managed service agreement in ConnectWise but also automatically generates the initial onboarding project from your standard project template, ensuring a flawless sales-to-service handoff.
