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.

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98.5%

Client Retention

300+

Platforms Integrated

20B+

Fields Synced Annually

HubSpot Diamond Partner

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Your 12-Month Revenue Impact with HubSpot CRM

Get personalized projections based on real HubSpot customer data — matched to your industry and region.

Add Your Current Numbers

Visitors · Leads · Deals · Close Rate · Avg. Deal Size

Choose Your Industry & Region

Benchmarks that actually match your market

See Your Projected Growth

Leads · Pipeline · Revenue

Download Your ROI Report

Instant PDF, ready to share

Calculate My ROI

Make the case to your leadership

Two guides that turn this integration into the business case your VP wants to hear, with the framing and numbers ready to go.

Pitch your Sales Leadership

Forecast credibility, deal velocity, expansion revenue, in CRO language.

Read the sales guide

Pitch your Marketing Leadership

Attribution, budget defensibility, segmentation, in CMO language.

Read the marketing guide

Pitch your Operations Leadership

Cost per order, cycle time compression, team capacity at higher volume, in COO language.

Read the operations guide

HubSpot Diamond Partner

Get a scoped estimate not a guess

ERPs, custom objects, legacy databases, real-time bi-directional sync. Every estimate is built by the same engineers who ship the integration.

Scope-based pricing. From $3,450 - scales with actual complexity, never padded flat fees.
98.5% year-one retention. The engineers who quote it are the ones who build it.
300+ platforms shipped. Your edge case is likely already in production somewhere in our library.

Build your estimate

60-second ballpark · No back-and-forth

Standard on every build

Every estimate already includes all six

Bi-directional sync

One-way or two-way, built to your data flow

Granular field mapping

Every property mapped, validated, tested

Real-time + scheduled

Instant triggers and batched syncs together

Custom sync logic

Your business rules, written into the build

Error handling

Monitoring, alerts, retry logic baked in

Year 1 continuity

License, maintenance, ongoing support

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.

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.

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.'

Schedule a Consultation

Trusted by High-Growth Companies

See why leaders at scaling companies partner with Integrate IQ's experts.

I've been working with Integrate IQ for over 2 years now. We've had several outside systems that we wanted integrated with our HubSpot instance. From project planning and scoping, through build, and after deployment support, the team at Integrate IQ has been exemplary to work with. They've delivered on all commitments, helped established reasonable time frames for deliverables, and kept lines of communication open.

Marohn, M

We've partnered with Integrate IQ for over five years to develop integrations between our complex and not-so-widely-known ERP. They understand HubSpot's strengths, weaknesses and limitations, and are able to easily adapt to our evolving needs. They had an ownership change a few years ago, but that did not impact their expertise/service. We really appreciate our relationship with IIQ and recommend them to anyone looking to embed HubSpot deeper into their organization's systems.

Craychee, A

Integrate IQ has been great to work with! As someone who can be intimidated when things get too technical, they made the process of outlining our integration very approachable and understandable. They're great to work with and built the integration that we asked for, and then continued to work with us to fine-tune the tool over time as we figured out exactly what we needed.

Lauren Little

Integrate has been fantastic to work with. They helped us implement our CRM, design a framework for our pipeline that works perfectly and they built out an integration between HubSpot and Netsuite which allows our data to flow seamlessly. They've been an invaluable partner in our growth.

Whipple, M

We worked with Integrate IQ on a complex integration and now we have a fantastic solution that makes HubSpot work even better!

Ben Donahower

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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.

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July 3, 2026