ConnectWise Manage + HubSpot
Create or update HubSpot contacts when new or updated contacts happen in ConnectWise Manage
Ensure your HubSpot contacts are up-to-date with any changes made in ConnectWise Manage, using this handy workflow. As soon as a contact is created or updated in ConnectWise Manage, the same update is made in HubSpot, keeping both platforms consistently aligned. This efficient process eliminates manual data entry, saving you valuable time and reducing the chance of errors. With this automation, you can focus more on building relationships with your contacts rather than worrying about data management.
Ensure your HubSpot contacts are up-to-date with any changes made in ConnectWise Manage, using this handy workflow. As soon as a contact is created or updated in ConnectWise Manage, the same update is made in HubSpot, keeping both platforms consistently aligned. This efficient process eliminates manual data entry, saving you valuable time and reducing the chance of errors. With this automation, you can focus more on building relationships with your contacts rather than worrying about data management.
- When this happens...New/Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
- Free forever for core features
- 14 day trial for premium features & apps
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
