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Set up your first integration
Quickly connect ConnectWise Manage to HubSpot with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.
Add your action
An action happens after the trigger—such as "Add Contact to List" in HubSpot.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and HubSpot, automating your workflow.
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Frequently Asked Questions about ConnectWise Manage + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and HubSpot
What are the available triggers for ConnectWise Manage in an integration with HubSpot?
In our integration, ConnectWise Manage can trigger actions based on various events such as the creation or update of companies, contacts, tickets, or opportunities. Each time such an event occurs in ConnectWise, we can set up a corresponding action to take place within HubSpot.
Can I automate updates from HubSpot to ConnectWise Manage?
Yes, actions can be configured to automatically send data updates from HubSpot back to ConnectWise Manage. For instance, when a contact is updated in HubSpot, this information can be synchronized with ConnectWise to maintain consistency across platforms.
How do we handle duplicates when syncing contacts between ConnectWise and HubSpot?
We implement logic to check for duplicate contacts using unique identifiers such as email addresses. If duplicates are detected during the sync process, we merge them or update existing records instead of creating new ones.
What kind of data fields can be mapped between ConnectWise and HubSpot?
Our integration allows for mapping of data fields including contact information (name, email), company details, opportunity statuses, and ticket information. Custom field mapping is also supported based on specific business needs.
Is it possible to create automated workflows involving both platforms?
Absolutely. You can create automated workflows that involve triggers from either platform leading to actions in the other. For instance, a new ticket created in ConnectWise could automatically generate a task or notification within HubSpot.
Will changes made in one platform reflect immediately in the other?
We strive for real-time synchronization where possible; however, there may be slight delays depending on the volume of data and system constraints. Typically updates are reflected promptly.
Are there specific user permissions required for setting up this integration?
Yes, appropriate user permissions are needed on both platforms. Admin-level access may be necessary to configure settings and ensure proper data mapping between HubSpot and ConnectWise Manage.
Practical ways you can use ConnectWise Manage and HubSpot
Create new HubSpot companies from ConnectWise Manage.
When a new company is created in ConnectWise Manage, Zapier automatically creates a matching company in HubSpot. Business owners leverage this automation to maintain consistent and accurate company records, saving time and ensuring streamlined collaboration across teams.
Business Owner
Sync new HubSpot tickets to ConnectWise Manage.
When a new ticket is created in HubSpot, Zapier automatically creates a corresponding ticket in ConnectWise Manage. This ensures IT teams can manage tickets efficiently in their preferred system, streamlining ticket resolution and reducing response time.
ITSync HubSpot contact updates to ConnectWise Manage.
When a contact in HubSpot is updated, Zapier automatically updates the corresponding contact in ConnectWise Manage. This keeps marketing and sales aligned with consistent customer records, minimizing errors and speeding up outreach efforts.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Service Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project Filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
ActionWrite
