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How to Set Up a ConnectWise and HubSpot Integration Without Code

 

Want to trigger HubSpot workflows based on ConnectWise data? Need accurate revenue reporting across both platforms? Looking to provide your sales team with a complete customer history without tab switching?

You can set all of this up yourself. No developers. No IT tickets. Just 15 minutes and a few clicks with SyncSmart's ConnectWise HubSpot integration. Let's explore how.

Step 1: Connect Your HubSpot and ConnectWise Accounts

Download our integration from the marketplace and then use our guided platform to authorize both platforms. Our wizard asks a few questions about your setup and then automatically configures the recommended mappings. It even creates the HubSpot properties you need, eliminating the need for back-and-forth field creation across platforms.

Step 2: Configure Your ConnectWise HubSpot Data Sync

This is where you make it yours. In our easy-to-use visual interface, you'll see all your object mappings laid out in clean rows. Each row shows the mapping name, sync direction arrows, version history, and edit options.

Adding new object mappings is simple. Click "New Mapping" in the top right corner. Select your objects (for example, you may want to sync ConnectWise Opportunities to HubSpot Deals). The system suggests logical field mappings automatically, but you have complete control.

ObjectMapping1

Direction control is just a click. See those arrow toggles next to each mapping? Click to choose:

  • One-way from HubSpot to ConnectWise
  • One-way from ConnectWise to HubSpot
  • Bidirectional sync for real-time updates everywhere

SyncDirection2

Field mapping gets granular. Click edit on any object mapping, and you're in the field mapping interface. Here you can:

  • Add new fields from dropdown menus (first name, last name, company, custom fields - they're all there)
  • Delete fields you don't need syncing
  • Change sync direction at the field level
  • If a field doesn't exist in HubSpot, SyncSmart will auto-create it

FieldMappings3

Filters let you sync exactly what you need. Maybe you only want ConnectWise contacts from the enterprise segment. Or only opportunities above $50K. Or tickets created after a specific date. Set these filters right in the interface using dropdown fields and simple operators: no query languages, no complex syntax.

Fillters4

 

Step 3: Sync Your Historical Data and Launch

Flip the switch and watch your historical data flow between platforms. No manual imports. No CSV nightmares. Just clean, organized data appearing where it needs to be.

 

Step 4: Monitor Your ConnectWise HubSpot Integration Performance 

Check our visual logger to confirm that everything is syncing properly. You'll see precisely what synced, when, and any issues that need attention. 

And that's it. Fifteen minutes from "we need to integrate these" to "wow, it's really working."

 

Navigate Your ConnectWise HubSpot User Interface

Once you're in the SyncSmart app, you're in control. The interface is built for real business users, not developers. Here's a deeper look at some of the features of the interface:

The Logger gives you complete visibility. Navigate to Logs in the top nav, and you'll see your sync dashboard. Every sync action is tracked with:

  • Status indicators (success, error, warning)
  • Source and target systems
  • Record types and names
  • Exact record IDs
  • Detailed messages explaining what happened

Logger

Need to troubleshoot? Apply filters to find specific sync statuses. Looking for failed contact syncs from yesterday? A few simple clicks. Want to see only successful opportunity updates? Done. You can even customize which columns display to match your workflow. 


Version control saves your sanity. Every object mapping tracks its version history. See that version number on the right side of each mapping? Click it to view:

  • Every change made to that mapping
  • Who made each change
  • Exactly when changes happened
  • The ability to revert to any previous version instantly

Made a field mapping mistake that broke something? Revert. Want to see what your predecessor changed six months ago? It's all there.


VersionHistory6

Support is built right in. Hit a snag? Click "Support" in the top navigation to create a ticket without leaving the app. The more details you provide about what you're trying to sync, the faster our team can help.

Account management is simple. Your Account info shows your current subscription, usage levels, and billing details. Scale up or down based on your sync volume. No surprise overages, no hidden fees.

Update Your ConnectWise HubSpot Integration As Your Business Grows

Your business isn't static. Neither should your integration be. That's why we built everything to be editable by actual humans: 

  • Need to sync a new field or object? Add it in seconds through the UI. No support ticket is required. Note: The amount of records you sync monthly will affect your pricing, but you can use our usage-based pricing calculator whenever needed. 
  • Want to change sync direction? Click the arrow toggle. Done.
  • Business rules evolved? Update your filters easily. Maybe now you only want to sync enterprise accounts or exclude certain record types. A few clicks and you're set.
  • Made a mistake? Revert to any previous version with one click.

For your reference, here is everything you can sync between ConnectWise and HubSpot:

  • HubSpot Contacts <> ConnectWise Contacts 
  • HubSpot Companies <> ConnectWise Companies
  • HubSpot Deals <> ConnectWise Opportunities / Invoices 
  • HubSpot Engagements <> ConnectWise Activities 
  • HubSpot Products <> ConnectWise Products
  • HubSpot Line Items <> ConnectWise Forecast
  • HubSpot Tickets <> ConnectWise Tickets
  • HubSpot Custom Objects <> ConnectWise Custom Objects 

Start Syncing ConnectWise and HubSpot Today

Want to see how quick and easy this is? Get a demo of the ConnectWise HubSpot integration from the SyncSmart team. 

Get a Demo Today