ConnectWise to HubSpot Contact Field Mapping Options
The SyncSmart integration maps ConnectWise contact objects directly and automatically to HubSpot, preserving all the details that make each relationship unique. We support all standard contact fields like name, email, phone, and company information. We also support all custom field mappings on the contact record.
Whether you track customer preferences, certification dates, contract types, or any other unique data points specific to your business processes, SyncSmart syncs them all. This means the custom fields you've built to run your business the way you want are fully preserved and accessible in HubSpot, on their associated contact record. This flexibility matters because every business tracks unique data points specific to its needs.
Additionally, when you map a field that doesn't exist in HubSpot, SyncSmart automatically creates the corresponding property. This eliminates the tedious back-and-forth of manually creating fields in both systems while ensuring your unique business data flows seamlessly between platforms.
Step 2: Configure Your Sync Settings
The configuration interface makes customization simple:
- Select which objects to sync - Start with HubSpot Contact to ConnectWise Contact. Click "New Mapping" to add other objects whenever needed.
- Map fields between systems - The drag-and-drop interface shows available fields from both platforms.
- Set sync direction - Choose one-way (ConnectWise → HubSpot or HubSpot → ConnectWise) or bidirectional sync for each field.
- Create filters - Sync the data you need. For example, you may only want to update contacts created after a specific date, or only those associated with active accounts.
Every change is tracked in version history, showing who made changes, what changed, and when, with the ability to revert if needed.
Step 4: Monitor Your Contact Sync Performance
The SyncSmart logger provides complete visibility into sync health:
- View sync status for every contact - See successes, failures, and pending syncs at a glance
- Get clear error explanations - No cryptic codes, just plain English explanations of your sync status and any errors
- Filter logs by specific contacts - Search by date, status, or contact name to troubleshoot
- Track performance trends - Monitor sync health over time
The logger shows source system, record type, target system, and specific record IDs for complete traceability. Built-in support is available directly through the interface — click "Support" in the top navigation for fast assistance. You can also sign up for real-time email alerts.
What Your HubSpot Contact Records Look Like After ConnectWise Sync
When you open a contact in HubSpot after integration, the transformation is immediate. Instead of basic contact details, you see complete business context:
- Associated company information from ConnectWise
- Active deals with real-time opportunity stages and values
- Complete activity timeline showing deal movements, tasks, and tickets
- Line items revealing specific products and services used
This unified view means sales reps reference exact configurations during upsell conversations, while marketing creates campaigns targeting users of specific products.
