June 29, 2022
Efficiency is an essential component of successful sales and marketing practices. A well-oiled tech stack can make that possible, but if your systems operate disparately, it can hold your efficiency back. If you use ConnectWise and HubSpot currently and find yourself facing this exact issue, you’re in luck. Syncing ConnectWise and HubSpot can help.
Let’s explore how.
A ConnectWise+HubSpot integration combines the power of your ConnectWise account with HubSpot, allowing the two to share sales and marketing data seamlessly. The integration bidirectionally syncs certain objects and their related information and users can manage these objects and their fields through the SyncSmart user interface (UI). Here’s what that looks like:
ConnectWise Contacts <-> HubSpot Contacts
ConnectWise Companies <-> HubSpot Companies
ConnectWise Opportunities <-> HubSpot Deals
ConnectWise Contact Activity <-> HubSpot Contacts
ConnectWise Product Catalog <-> HubSpot Product Library
ConnectWise Forecast <-> HubSpot Line Items
What does that mean exactly? Let’s say you create a new contact in ConnectWise and add all its pertinent property details. With a ConnectWise+HubSpot integration, that object and its information will flow into HubSpot instantly and vice versa — without you having to do anything! The same goes for company data (and everything listed above — pretty cool, huh?)
Once that data is in HubSpot, you can use the automation platform’s tools to market to that contact appropriately. Your marketing department can segment customers by list and send appropriate lead nurtures or create an onboarding campaign for new customers based on products or services they’ve purchased. The best part? HubSpot’s powerful personalization tools make your campaigns contextualized and impactful — increasing engagement.
When you’ve improved engagement, your sales team wins. In fact, for sales reps, the integration helps by sending marketing-qualified and sales-qualified lead data back to ConnectWise, allowing them to interact with leads most likely to convert. Their email and other communication will be tracked in HubSpot, regardless of where that communication happened, so they’ll never miss a beat. Then, you can go an extra step and use ConnectWise data with HubSpot’s reporting tools to identify your team's efficiency and fill the gaps in any of your processes.
And that’s not all. Let’s dive a little deeper.
As noted, the core function of a ConnectWise+HubSpot integration is to keep your marketing and sales databases aligned, so your teams can utilize the most up-to-date information in their roles. The integration also:
The biggest benefit? Using a ConnectWise+HubSpot integration helps your teams improve efficiency because they’re communicating better, spending less time on unnecessary or manual tasks, and focusing their efforts on successful campaigns.
Your team can reap these benefits too. Start your ConnectWise+HubSpot integration by checking out our Pricing Calculator for transparent and predictable pricing. And because you can manage your experience thanks to the SyncSmart UI, you’re in complete control. Take your cost estimate, swipe your card, and start standing up your integration with your team! As always, if you need any additional support, we are here to help.