Integrates.io | How to Integrate ConnectWise and HubSpot

Setup and Implementation Plan for Integrates.io Customers (3-4 Weeks)

Week 1 Kickoff Meeting:

Introductions: Customer and the Integrates.io team
Overview of Integrates.io
User access
- Provide admin user access for ConnectWise and HubSpot for (3) users
  - <CUSTOMER NAME>@services.integratehq.com
  - bshilling@tslmarketing.com
  - jdavis@tslmarketing.com
Connecting the Integrates.io App to HubSpot (Video)
Mapping
- Review standard objects and properties to be mapped
Here's an overview of the objects mappings:
- Review custom fields on core record types
Verify Vendor List for projects
Confirm Filters for Data

Week 2 Meeting:

Review finalized mapping sheets
Deduping records
- We will perform an audit and provide a report on contact and company records that are duplicates (email and/or domain). The customer is responsible to clean up and manage their duplicate records.
- Begin initial testing.

Week 3 Meeting:

Complete data deduping efforts
Report on initial testing and findings
GO LIVE and LAUNCH Integrates.io

Week 4 Meeting:

Review successes and errors (if applicable)
Integrates.io support team
- Email: support@integrates.io
- Chat: integrates.io

The Integrates.io team will do all the heavy lifting. Integrates.io is a full-service integration solution. Your subscription to Integrates.io includes the setup, management, and support services so you do not have to manage another app by yourself.

Once connected and integrated, data will flow between ConnectWise and HubSpot. Sync errors will be captured in both ConnectWise and HubSpot to ensure records are updated and amended accordingly.

Here's a quick video on how it works.

Object and Property Field Mappings

Example Company Mappings

ConnectWise field label	Object	ConnectWise API name	Direction of sync	Mapped HubSpot property	HubSpot API name

Company Name	company	name	<===>	Name	name
Address: Street	company	addressLine1	<===>	Street address	address
Address: City	company	city	<===>	City	city
Address: State/Region	company	state	<===>	State/Region	state
Address: Zip/Postal Code	company	zip	<===>	Postal code	zip
Phone Number	company	phoneNumber	<===>	Phone number	phone
Website URL	company	website	<===>	Website URL	website
				HubSpot sync issues	cwContCustFieldSyncIssues

Custom CW fields (examples)
Company Size	company	customFields/4	<===>	Company Size	company_size__c
Company/Account Owner	company	customFields/9	<===>	CW Company Contact	cw_company_contact
Agreement service	Agreement	customFields/19	===>	Agreement service	cw_agreement_service

Custom HS fields (examples)
Industry/Market	company	marketId	<===>	CW Market	cw_market
Agreement MRR amount	Agreement	amount	===>	Agreement MRR amount	cw_agreements_amount
Agreement name	Agreement	name	===>	Agreement name	cw_agreement_name
Project name	Project	name	===>	Project name	cw_project_name
Project number	Project	id	===>	Project number	cw_project_number
Agreement type	Agreement	type	===>	Agreement service type	cw_agreement_services_type

Rules and Triggers

New/Updated CW Company where Name is not empty

New/Updated HS Company with Lifecycle stage contains Sales Qualified Lead and beyond

Any mapped field edits to CW Company are pushed to HS if there is a CW value present in the field

Any mapped field edits to HS Company are pushed to CW if the HS field has a value and the corresponding CW field value is empty

If a new Contact is added to a CW company, the contact is pushed to HS and associated with the corresponding company if it does not already exist

If a new Contact is added to a HS company, the contact is pushed to CW and associated with the corresponding company if it does not already exist

Any new/edits to mapped CW Agreements will be pushed to custom fields in HS

Any new Agreements with status Active get pushed to HS

Changes in Agreement amount propagate changes to HS

Edits to CW Agreement Additions pushed to HS

The most recent Project pushed to HS

POWERFUL FEATURES

Automate Bi-directional Sync of Data Between HubSpot and ConnectWise or Autotask

Sample Screenshot of Sync Issues on a ConnectWise Record

HubSpot Deal Record Updates via Integrates API

Sample Screenshot of Sync Updates on a HubSpot Record

“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

Knowledgebase: How to Integrate Connectwise and HubSpot