Unleash key features for your sales & marketing teams – including HubSpot intelligence, HubSpot smart lists & full funnel analytics
Bidirectional sync using REST APIs from both HubSpot & Autotask
Certified partner of both HubSpot & Autotask
Bidirectionally sync & de-duplicate data across HubSpot & Autotask
Accurate, complete & consistent data helps your sales & marketing teams perform more effectively.
As new data records are created (leads/contacts, companies, opportunities), they are connected to any pre-existing records in the other system – ensuring no duplicates are created – and as records update, they remain aligned across both systems.
Give sales visibility to key HubSpot intelligence in Autotask
HubSpot gathers key intelligence on your prospects, including where they came from (lead source), why they engaged with you (conversion events) & a full profile (public contact link).
Map these fields to Autotask so that your sales reps can see this key HubSpot intelligence quickly and easily, natively in the CRM they work in every day.
Automate segmentation of Autotask data via HubSpot
HubSpot smart lists are a powerful feature to dynamically target based on individual or account level data.
By syncing Autotask account and contact data to HubSpot, you can automate the creation of these targeted lists in HubSpot and open up capabilities such as segment-specific or automated campaigns based on a customer lifecycle stage.