Connect, sync and integrate ConnectWise PSA and HubSpot
The ConnectWise PSA connectivity pack uses one or more connection types to integrate the systems based on your required business outcome. Choose the Unified Sync Pack to synchronise data between the systems, the Central Data Hub to make the data available to other applications or for cross-platform reporting or the AI Orchestration Pack to use MCP servers and AI to orchestrate data driven processes.
Outcome Pack Type
Connectivity Pack. Connectivity packs are foundational, "always-on" services that connect at least one system to another. Because the service is persistent it is priced on a monthly basis.
- Unified Sync
- Central Data Hub
- AI Orchestrated Action Pack (Coming soon)
Required Systems
The minimum system requirements for this outcome pack are:
- ConnectWise PSA (Professional Services Automation)
- HubSpot Professional or Enterprise
Teams Served
Outcome packs can serve any team in a business. This outcome pack is optimised to serve:
- Professional Services Teams
- Account Management Teams
- Business Development Teams
- Operations Teams
Getting started with this Connectivity Pack
Our team will work with you to understand your required business outcomes and create a roadmap to help you achieve them. This Outcome Pack is built on strutoIX and deployed using our Guided Deployment Framework.
PSA-CRM Integration
- Seamless integration between ConnectWise PSA project management and HubSpot CRM for complete client lifecycle management from lead to project delivery.
Advanced Schema Management
- Dynamic HubSpot schema creation and management based on ConnectWise data structures, including custom properties and object relationships.
Multi-Site Support
- Comprehensive multi-site and multi-company support for organisations managing multiple ConnectWise instances with centralised HubSpot reporting.
Service Ticket Intelligence
- Advanced service ticket and project data synchronisation enabling complete visibility into service delivery and customer satisfaction metrics.
Project Visibility
Complete project lifecycle tracking from PSA to CRM
Service Delivery Efficiency
Streamlined service delivery processes with integrated project management
Client Satisfaction
Enhanced client relationship management through integrated service data
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