HubSpot and ConnectWise Manage

Are you using HubSpot & Connectwise Manage side by side? Did you wish they play nice with each other? You’re not alone.

PieSync’s sync engine helps you create an intelligent connection between HubSpot and Connectwise Manage… and more than 240+ other cloud-based apps in real time.

Step 1: Select Connectwise Manage and HubSpot

Step 2: Authorize Connectwise Manage

To authorize your ConnectWise CRM account, fill out these 5 fields:

1. Your domain: i.e. in your web browser's address/URL bar: the part coming after https:// and before /v2017...
2. Your Public API Key: you may either obtain this from your admin or generate one yourself by clicking on your user drop-down menu in the top right corner > My Account > API Keys > enter a description and click the save icon;
3. The Private API Key, i.e. to be found right below the Public Key, as described above in 3;
4. Your Company ID, i.e. the one you fill out when logging on.

If you already authorized ConnectWise Manage account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.

Step 3: Authorize HubSpot

For HubSpot CRM, we need you to first log in to your HubSpot CRM account in a separate window or tab, and copy your "Hub ID", to be found in the top right corner. When you click 'Authorize HubSpot CRM', a pop-up window appears with a request to enter this ID, followed by a window asking you to authorize your account.

If you already authorized HubSpot CRM in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.

Step 4: Select your Customer Data Type

PieSync supports Contacts/People sync and a Company/Account sync. Distinguish between Accounts and People before proceeding to the configuration page.

If you would like to connect both, simply set up a new connection with the other Data Type.

Below you will see the example of Contacts and People since this is the most common use case.

More information about our Accounts to Accounts sync can be found here.

Step 5: Configuration

Connection Rules

Once you authorized  Connectwise Manage and HubSpot, you tell PieSync how we should keep your contacts data in sync. By default, PieSync proposes a two-way sync with a drop-down to allow for one-way syncs (do I need one-way or two-way?).

A two-way sync starts off with 2 rules. Each rule fulfills the conditions of each side of the sync. PieSync looks at all the data stored on each side, so you can define exactly what data needs to move from one side to the other.

If you need a simple all-to-all sync, this is all you need to set up (ie. don't change anything to the default setup). Starter plans are limited to two of these rules, but the Pro plan allows for more.

However, through PieSync you can and you should tweak the sync so that not only contacts get synced, but you also respect the segmentation, tags, owners, person stages, custom attributes, subscription status, ... of the apps that the contacts live in. In a PieSync rule, you can choose to add a filter and add actions to syncs. 

What you can do depends from app to app. Typically, in the if-clause you define a segment of your contacts. In the then-clause, you perform actions such as adding the contacts to the counterpart of that same segment in the other app. Combine this with other actions you can perform as a result of a sync, and the possibilities are truly endless.

[IF] Supported Conditions/Filters

• Don't send emails
• Type of Contact (approver / champions / custom type / decision maker / end user / evaluator / influencer / no longer employed)
• Is Active/Inactive
• Field values (INCLUDING CUSTOM FIELDS)
• Already existing in the app you sync with

[THEN] Supported Actions

• Make Active/Inactive
• Update Don't send emails
• Updating field values (INCLUDING CUSTOM FIELDS)

The video at the top of this article goes over a series of example rules.

Connection Field Mapping

Two fields that are kept in sync by PieSync, without explicitly requiring the user to choose them. These are built-in mappings between standard fields that exist in both applications you are keeping in sync, usually fields such as name, phone or email address.

As of the Pro Plan, you are able to customize the default field mappings and you are also able to add your own field mappings. Any user-created mapping is also often referred to as the "Custom (Field) Mapping".

More questions?