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HubSpot PSA Integrations for MSPs

Integrates.io provides managed, bi-directional integrations between HubSpot and ConnectWise PSA or Autotask PSA. Keep customer, sales, project, and agreement data synchronized, automate workflows between your CRM and PSA, and gain accurate visibility into marketing attribution, pipeline, service delivery, and recurring revenue.

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Connect HubSpot with ConnectWise and AutoTask

MSPs, MSSPs, and Solution Providers have voiced their frustration with HubSpot integration solutions that are currently on the market for HubSpot and ConnectWise and Autotask Professional Services Automation (PSA) platforms.

To provide a better alternative, SyncMatters, an award-winning HubSpot Integration Partner, and TSL Marketing, a top Certified HubSpot Solutions Partner, have teamed up to deliver a best-in-class solution. Integrates.io empowers IT service firms to connect and sync their data and technology stack seamlessly. 

What Integrates.io Solves

Integrates.io solves the problem of disconnected Customer Relationship Management (CRM) and PSA platform data. CRM and PSA platforms need to be able to communicate with each other using shared data. By integrating HubSpot CRM with ConnectWise PSA or Autotask PSA, Integrates.io automates error-prone manual processes and eliminates reporting gaps that result in inaccurate revenue projections and lack of visibility into delivery status.

How Integrates.io Works

Integrates.io takes your HubSpot Platform and ConnectWise PSA or Autotask PSA through a 3-step integration process. 

☑️  Connect 
☑️ Sync 
☑️ Activate 

Your integration team will perform an initial setup and integration between your HubSpot and ConnectWise PSA or Autotask PSA platforms that includes mapping your corresponding objects and properties/fields. 

 

“We understand the market and how MSP, MSSP, and SP businesses need to function and the technology requirements to help them achieve growth.” 

Brian Shilling, Chief Growth Officer, Integrates.io, part of TSL Marketing

Connector Showcase

Integrates.io provides HubSpot integrations with ConnectWise and Autotask PSAs, with a Halo PSA connector coming soon.

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ConnectWise

ConnectWise helps MSPs significantly increase productivity and growth through intelligent automation delivered by an integrated platform that boosts efficiency.

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Autotask

Autotask centralizes business operations to improve insights, accuracy, productivity, and profitability. 

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Halo

Halo is an all-in-one PSA platform that helps MSPs manage service delivery, projects, billing, customer relationships, and business performance from one system.

COMING SOON!

Automation Features

With Integrates.io, companies can automate bi-directional sync of data between HubSpot and ConnectWise or Autotask.

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Data Syncs

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Project and Agreement Syncs

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Revenue Visibility

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MSP-Specific Logic

Data Syncs

By syncing ConnectWise or Autotask opportunity data back to HubSpot, you can use HubSpot's reports and dashboards to see how HubSpot leads are turning into opportunities and customers when passed to your sales team. Finally, you will be able to measure ROI from your marketing and sales endeavors.

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Project and Agreement Syncs

With Integrates.io, capture greater insights in HubSpot related to ConnectWise and Autotask Projects and Agreements. Information will be shared in the form of a Note and listed in the timeline of activities on the HubSpot record.

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Revenue Visibility

Integrating HubSpot and ConnectWise PSA provides comprehensive revenue visibility by combining HubSpot's marketing and sales pipeline tracking with ConnectWise’s operational, billing, and agreement data, creating a closed-loop reporting system.

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MSP-Specific Logic

Integrates.io is designed to map and sync the data and properties in HubSpot that matter to MSPs with those in ConnectWise and Autotask.

HubSpot Deal Record Updates via Integrates API

“A solution. Not a burden...A tool for our industry...It was really that easy.”

“The Integrates.io team guided us every step of the way. Their team helped us integrate our business-critical technologies. Now we can track, attribute, and report with accuracy and confidence.”

Sarah Moritz, Sr. Director of Sales Ops, Pegasus Technology Solutions 
Paige Longmore, Marketing Manager, The Purple Guys

The Differentiators – Integrates.io

Brian Shilling, Chief Growth Officer at TSL Marketing, explains what makes Integrates.io stand out as a HubSpot integration solution. 

How Integrates.io Works

Tim Munro, Chief Technology Officer at SyncMatters explains the technology of Integrates.io. 

The Motivation – Integrates.io

Brian Shilling, Chief Growth Officer at TSL Marketing, talks about the impetus behind developing Integrates.io.

A Solution. Not a Burden

Sarah Moritz at Pegasus Technology Solutions describes the benefits of Integrates.io and how it has improved their MSP and SP business.

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    Get Your HubSpot Platform Talking with ConnectWise PSA or Autotask PSA

    MSPs, MSSPs, and SPs struggle when HubSpot CRM isn’t communicating with their PSA. Find out how Integrates.io can help create a connection. 

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    Integrates.io FAQs

    What is Integrates.io?

    Integrates.io is a HubSpot and ConnectWise and Autotask PSA integration solution designed exclusively for Managed Service, Security, and Solution Providers. With Integrates.io, MSPs, MSSPs, and SPs can bi-directionally sync HubSpot and ConnectWise or Autotask objects and data. 

    Who designed Integrates.io?

    Integrates.io was built and designed by SyncMatters, an award-winning HubSpot Integration Partner, and TSL Marketing, a top Certified HubSpot Solutions Diamond Partner. 

    Can I change my plan later?

    Yes. We scale as your business grows. Two of the benefits of leveraging Integrates.io are the level of customization and full-service support provided by the Integrates.io support team. 

    What problems does Integrates.io solve?

    Integrates.io solves the problems of disconnected CRM and PSA data, reliance on manual processes, and lack of reporting. With Integrates.io, HubSpot shares data with ConnectWise and Autotask PSAs so the platforms can communicate. 

    How does Integrates.io work?

    Integrates.io works through a 3-step process: 1) Connect 2) Sync 3) Activate. An integration team performs initial setup between HubSpot and your PSA platform. We map your corresponding objects, properties, and fields from your PSA to HubSpot. 

    What is Integrates.io?

    What is Integrates.io?

    Integrates.io is a HubSpot and ConnectWise and Autotask PSA integration solution designed exclusively for Managed Service, Security, and Solution Providers. With Integrates.io, MSPs, MSSPs, and SPs can bi-directionally sync HubSpot and ConnectWise or Autotask objects and data. 

    Who designed Integrates.io?

    Who designed Integrates.io?

    Integrates.io was built and designed by SyncMatters, an award-winning HubSpot Integration Partner, and TSL Marketing, a top Certified HubSpot Solutions Diamond Partner. 

    Can I change my plan later?

    Can I change my plan later?

    Yes. We scale as your business grows. Two of the benefits of leveraging Integrates.io are the level of customization and full-service support provided by the Integrates.io support team. 

    What problems does Integrates.io solve?

    What problems does Integrates.io solve?

    Integrates.io solves the problems of disconnected CRM and PSA data, reliance on manual processes, and lack of reporting. With Integrates.io, HubSpot shares data with ConnectWise and Autotask PSAs so the platforms can communicate. 

    How does Integrates.io work?

    How does Integrates.io work?

    Integrates.io works through a 3-step process: 1) Connect 2) Sync 3) Activate. An integration team performs initial setup between HubSpot and your PSA platform. We map your corresponding objects, properties, and fields from your PSA to HubSpot. 

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