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

Related HubSpot & ConnectWise Manage resources

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