HubSpot & ConnectWise Syncing Made Easy
SalesSync delivers real-time HubSpot and ConnectWise data syncing, eliminating manual errors and saving your team valuable time.
The True Cost of Doing It Yourself
The MSP operations model demands perfection, but manual data entry delivers costly chaos. You shouldn't have your top talent trying to manually sync data between HubSpot and ConnectWise. This creates errors, kills productivity, and makes reliable reporting an absolute nightmare.
We designed SalesSync to specifically solve the critical data alignment challenges inherent to running an MSP. Double entry, missing data, and tech tools that don’t talk to each other become things of the past—and you can get back to focusing on billable work and growth.
DISCOVER THE SALESSYNC ADVANTAGE
- Real-Time Data Sync
Stop waiting 10-15 minutes for opportunities to appear in ConnectWise and instead access info right away, allowing your team to move immediately from sales to service. - Source of Truth Enforcement
Sleep easy with a definitive source of client data post-sale, ensuring changes in HubSpot will not break critical service-side information in your PSA. - Multi-Point Data Validation
Prevent disastrous linking errors and enforce data cleanliness by matching companies using multiple criteria such as name, domain, and location.
Sync Everything Under the Sun
1. Companies and Contacts
Use two-way customizable sync to link your contact-focused CRM (HubSpot) with your company-focused PSA (ConnectWise) for complete and continuous data updates.
2. Deals and Opportunities
Align your sales and service teams instantly. Deals in HubSpot are automatically created and updated as Opportunities in ConnectWise.
3. Products and Forecast
Ensure financial integrity by syncing your product catalog to automatically align forecast revenue in HubSpot with the actual quoted value from your PSA.
- Deep Custom Mapping
We map well over 100 data points (and growing), including your custom properties, fields, and objects. Your unique sales process is supported, not forced into a box. - Flexible Architecture
The API touches on multiple object modules, providing a comprehensive solution designed to fit your operational needs as an extension of your PSA and CRM. - Automated Status Updates
Say goodbye to manual admin by automatically updating statuses in both locations based on the sales flow (e.g., winning a quote updates the Deal in HubSpot).
HOW DOES SALESSYNC STACK UP?
FIXED MONTHLY PRICING YOU CAN PREDICT
Unlike competitors who rely on unpredictable, transactional fees that are impossible to budget for, SalesSync offers a fixed, predictable fee, ensuring your team can count on the data and your budget stays under control.
SalesSync 10
Starting at
$595
per month
Includes
- SalesSync base platform
- Unlimited support
- Unlimited sync transactions
- $2,500 base implementation fee* * Custom implementation available
READY TO START SOLVING YOUR SYNCING CHALLENGES?
Let's sync up to talk through the real challenges you're facing. We'll dig in, ask questions, and map out a few steps you can take right away.