By A managed IT services company needed more accurate sales and revenue information in HubSpot. By connecting ConnectWise Manage with HubSpot, the team can now access updated revenue forecasts, profit margins, and deal ownership information in one place, making it easier to track performance and plan ahead.
Quick facts
| Item | Details |
| Industry | Managed IT services |
| Systems | ConnectWise Manage and HubSpot |
| Direction | ConnectWise to HubSpot, with record IDs stored in both systems |
| Trigger | A HubSpot workflow runs the integration |
| HubSpot object |
Deals |
The problem: sales and financial information didn't match
The company used HubSpot to manage sales and ConnectWise Manage to track service delivery and financial information. Because the systems weren't connected, teams were working with different information about the same deals.
Revenue forecasts in HubSpot were based on estimates entered by sales reps, while ConnectWise had more current financial projections. Profit margin information was also missing from HubSpot, making it harder for leadership to evaluate deals.
Deal ownership could be inconsistent between the two systems, creating confusion about who was responsible for each opportunity.
At the end of each month, teams had to compare reports and spreadsheets to reconcile the numbers. This took additional time and made it harder to maintain a clear picture of the sales pipeline.
How the ConnectWise and HubSpot integration works
The integration automatically brings financial and deal information from ConnectWise into HubSpot, helping both teams work with consistent data.
Here's how it works:
- A HubSpot workflow starts the integration for a deal.
- The integration looks for the matching opportunity in ConnectWise using its saved record ID.
- If the ID isn't available, it searches ConnectWise using the HubSpot deal ID to find the correct record.
- It retrieves the latest revenue forecast, profit margin, opportunity name, and assigned sales rep from ConnectWise.
- It updates the HubSpot deal with that information and assigns the corresponding HubSpot owner.
Both systems save each other's record IDs, allowing the integration to match deals without requiring teams to link them manually.
Sales continues managing the pipeline in HubSpot, while ConnectWise remains the source of financial information.
What the team can do now
| Use case |
What it does |
Team |
| Access updated revenue forecasts | See financial projections from ConnectWise directly in HubSpot deals | Sales, Leadership |
| See profit margins in HubSpot | Review expected profitability when evaluating sales opportunities | Sales, Leadership |
| Automatically match deals | Connect HubSpot deals with their corresponding ConnectWise opportunities | Operations |
| Keep deal owners aligned | Update HubSpot deal ownership based on the assigned ConnectWise sales rep | Sales management |
| Work with consistent deal information | Keep opportunity names and financial details aligned across both systems | Sales, Delivery |
| Simplify financial reporting | Reduce the need to compare information manually between systems | Finance, Leadership |
Results
- Revenue forecasts, profit margins, opportunity names, and assigned sales reps are automatically updated in HubSpot.
- Deals can be matched with ConnectWise records using two lookup methods, reducing manual work.
- 33 ConnectWise sales reps are mapped to their corresponding HubSpot owners.
- Sales and leadership can access ConnectWise financial information directly in their HubSpot pipeline.
- The integration reduces the manual effort required to keep sales and financial information aligned.
FAQ
Can ConnectWise Manage integrate with HubSpot?
Yes. ConnectWise Manage can connect with HubSpot to share revenue forecasts, profit margins, and deal ownership information. In this integration, HubSpot workflows automatically retrieve information from ConnectWise and update the corresponding deals.
How does HubSpot match deals with ConnectWise opportunities?
The integration uses record IDs to identify matching deals. If a HubSpot deal doesn't already have a ConnectWise ID, the integration searches ConnectWise for the corresponding HubSpot record. This helps keep both systems connected without manual matching.
Which system provides the financial information?
ConnectWise is the source of truth for revenue forecasts, profit margins, and opportunity names. HubSpot continues to manage the sales pipeline and uses the updated information for reporting.
Does the integration require a separate server?
No. The integration runs directly through HubSpot workflows, so the company doesn't need a separate server to manage it.
