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Start syncing HubSpot and ConnectWise Manage two-way

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As soon as HubSpot gives contacts a lead score of 50, update certain properties in ConnectWise Manage
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When a custom yes/no field in HubSpot is toggled on, merge their contacts data with those of ConnectWise Manage
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When contacts are owned by a salesperson in HubSpot, update their ConnectWise Manage contact details
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When contacts have lead status 'New' in HubSpot, have the contacts enriched by ConnectWise Manage 's social data
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When contacts have not opted out in HubSpot, match them up to contacts in ConnectWise Manage
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When contacts open HubSpot mailings, update a custom field in ConnectWise Manage
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When contacts in HubSpot have no owner, keep them in sync with ConnectWise Manage
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When contact type is 'warm lead' in HubSpot, create them in ConnectWise Manage
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When HubSpot contacts are from a certain region, add them to a list in ConnectWise Manage
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When HubSpot contacts are from a certain location, promote their lifecycle stage in ConnectWise Manage
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When phone numbers are added or updated in HubSpot, subscribe them to a list in ConnectWise Manage
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When new contacts are added in HubSpot, update their lead status in ConnectWise Manage
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When custom attributes are updated in HubSpot, update their mailing preference in ConnectWise Manage
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Sync contacts between HubSpot and ConnectWise Manage

HubSpot CRM is an all-round customer relationship management tool that offers an incredible range of features for all businesses, from small startups to large enterprises. This complete CRM platform helps companies increase leads, accelerate sales, streamline customer service, and much more.

ConnectWise Manage offers clear lines of communication, error-proof ticketing and powerful documentation. Capture and track every step, maximize visibility, and establish workflows so you can deliver exceptional customer service.

PieSync offers the only solution in the market to keep your customer data in sync two-ways and in real time, processing new entries as well as historical data. Your contacts are kept in sync automatically, so you don't need to worry about it once the configuration is set up.

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Related HubSpot & ConnectWise Manage resources

Help Articles related to syncing HubSpot & ConnectWise Manage