HubSpot gives you a powerful platform for sales and marketing, but let's be real: As an MSP, the moment that deal closes, your operational headache begins.
Why? Because that perfect sale now requires someone on your team to manually copy every detail over to ConnectWise. Talk about a painful, tedious process.
Every minute spent on this clerical task wastes hours of potential revenue and creates critical misalignment across your team. The clear way out of this trap is a smart, real-time HubSpot to ConnectWise integration.
Your team is likely spending countless non-billable hours performing duplicate data entry as they move contacts, companies, and deals from HubSpot's powerful CRM into ConnectWise's PSA. This inefficiency leads to some common issues, including:
Data Errors
The moment someone types, they are bound to make mistakes. Inaccurate records lead to misbilled hours and frustrated clients. Your service quality depends entirely on getting this data transfer right, and manual entry just isn't reliable.
Every mistake in the transfer from HubSpot to ConnectWise risks compromising a smooth client onboarding process.
Wasted Time
Each minute spent manually entering contacts or line items is a minute your team isn't focused on doing billable work or closing the next deal. This is a direct drain on productivity and a sure-fire path to missed opportunities. These lost hours pile up across your sales, administration, and service teams, dramatically shrinking your overall operating margins.
Reporting Failures
If your sales team is reporting on HubSpot data and your service team is working from ConnectWise data, you don't have a single source of truth. Solid strategic decisions become impossible. This disconnect means you can never fully trust your pipeline forecasts or service capacity planning.
If you've tried other syncing tools, you know where they fall short. They often fail to consider the nuances of MSP data, resulting in constant manual intervention and a lack of true operational alignment.
SalesSync was built by people who ran MSPs, meaning we know exactly where the process breaks down. We eliminate the chaos by giving you a real-time, bidirectional data sync that serves as the backbone for operational sanity.
Forget about slow, scheduled batches. True real-time syncing means your service team can start onboarding the second a deal is marked "Closed-Won," and that all customer communication stays organized within HubSpot for a complete client history.
SalesSync automatically manages the flow of data across your entire pipeline and enhances your sales process, covering all the essential details your service team needs:
Companies and contacts
Deals and opportunities
Products, services, and line items
Activity timelines
With this type of integration, you need more than just a connection; you need trust that the data is accurate, that the sales-to-service handoff won’t break your operations, and that HubSpot won’t corrupt critical PSA data.
SalesSync was designed to deliver that assurance, equipping you with powerful features that eliminate common failures. These features include:
Here’s the bottom line: Choosing SalesSync for HubSpot to ConnectWise integration empowers your team to ditch the manual data entry and focus entirely on growth and service delivery. Your sales and operations teams will finally work as one, and it will more than pay off by streamlining your entire sales process.
Ready to make syncing between HubSpot and ConnectWise truly effortless? Schedule a demo to see SalesSync in action.