Looking for Formstack Sync (formerly Bedrock Data)? You're in the right place!

Integrate HubSpot & ConnectWise without a line of code, ever

  • Integrate HubSpot & ConnectWise company, contact, opportunity & activity data
  • No code whatsoever to map data & manage rules
  • 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 & ConnectWise
  • Certified partner of both HubSpot & ConnectWise
HubSpot ConnectWise

Bidirectionally sync & de-duplicate data across HubSpot & ConnectWise

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.

ConnectWise HubSpot Connectors
ConnectWise HubSpot Connectors

Give sales visibility to key HubSpot intelligence in ConnectWise

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 ConnectWise so that your sales reps can see this key HubSpot intelligence quickly and easily, natively in the CRM they work in every day.

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Automate segmentation of ConnectWise data via HubSpot

HubSpot smart lists are a powerful feature to dynamically target based on individual or account level data.

By syncing ConnectWise 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.

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ConnectWise HubSpot Connectors
ConnectWise HubSpot Connectors

Feed ConnectWise data back to HubSpot to power full funnel analytics

HubSpot has powerful full funnel analytics reporting to give you insight into what is driving growth in customers and revenue.

Bedrock Data connects opportunities converted in ConnectWise back to HubSpot to unlock this closed loop reporting as part of your HubSpot-ConnectWise integration.

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Our HubSpot-ConnectWise Object Mapping

HubSpot
ConnectWise
Company
Company (Read, Create, Update)
Company (Read, Create, Update)
Contact
Contact (Read, Create, Update)
Contact (Read, Create, Update)
Opportunity
Deal (Read, Create, Update)
Opportunity (Read, Create, Update)
Read = Formstack Sync can pull data for use in another system
Create = Formstack Sync can create a new record in this system
Update = Formstack Sync can update existing records in this system

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Let's discuss your HubSpot-ConnectWise integration

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HubSpot-ConnectWise Integration Walkthrough

Take a tour of our HubSpot-ConnectWise integration in this video

 

Related Resources