ConnectWise Manage + HubSpot
Create contacts in HubSpot for new or updated contacts in ConnectWise Manage
Keep your contact information consistently up-to-date with this convenient workflow. Whenever a new contact is added or an existing one is updated in ConnectWise Manage, the changes are instantly reflected in HubSpot. This automation saves you time, eliminates manual entry and ensures that your connections are always current in both platforms. Transform your contact management process with this streamlined solution.
Keep your contact information consistently up-to-date with this convenient workflow. Whenever a new contact is added or an existing one is updated in ConnectWise Manage, the changes are instantly reflected in HubSpot. This automation saves you time, eliminates manual entry and ensures that your connections are always current in both platforms. Transform your contact management process with this streamlined solution.
- When this happens...New/Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Create Contact
Creates a Contact in HubSpot.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItCompany 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
SummaryRequired
CompanyRequired
Record TypeRequired
Priority
New, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItFirst 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
Ticket TypeRequired
TextRequired
Detail Description
Internal Analysis
Resolution
