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ConnectWise Manage
ConnectWise Manage
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
ConnectWise Manage
Choose a trigger event
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 "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and HubSpot, automating your workflow.
Supported 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.
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create CRM Object
Creates a CRM object in HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Object Type
Required
Processing Type
Required
Folder ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Deal
Creates a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Workflow Name
Required
Contact's Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Line_item ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Ticket ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Blog URL
Required
Blog Author
Required
Publish This Post?
Required
Blog Post URL
Required
Blog Post Title
Required
Blog Post Content
Required
Meta Description
Required
Featured image URL
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Product
Creates a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove Associations
Removes associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Form
Required
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Company
Update a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Deal
Update a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update CRM Object
Updates a CRM object in HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Ticket
Update a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Contact Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find CRM Object
Finds CRM objects by searching with filters
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner email
Required
Search among deactivated owners
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner Id
Required
Search among deactivated owners
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Name
Required
Note
Company
Contact
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use ConnectWise Manage and HubSpot with AI agents and code
Beyond Zap workflows. Call ConnectWise Manage and HubSpot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose ConnectWise Manage and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Attach a File to a Record
Update Contact Subscription Preferences
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
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.
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.
Sync 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.
Level up your ConnectWise Manage to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
