ConnectWise PSA
Data Sync - Sync data between Connectwise PSA and HubSpot
Requirements
HubSpot Plan HubSpot Account permissions No permissions required Access Type Shared ConnectWise PSA Subscription - Review ConnectWise PSA's Pricing Page plan
Overview
1/2
Sync data between Connectwise PSA (formerly Manage) and HubSpot without manual data entry or messy, time-consuming imports.
Here’s what you get with Data Sync by HubSpot:
- Two-way sync: Data is shared between ConnectWise PSA and HubSpot in real time
- Default field mappings: Set-up is quick with out-of-the-box field mappings already created for you
- Historical syncing: Your existing data will sync right away, and updates will sync as they happen
Note: Requires a secure ConnectWise domain. Please be aware of field type limitations in the sync!
Features
Sync Connectwise PSA and HubSpot data
Make manual data entry a thing of the past by syncing data between HubSpot and Connectwise PSA. When records are created or updated in either app, that information will be automatically shared with the other one.
Custom field mappings
Custom field mappings are available with Data Hub Starter and up (paid). Custom mappings add the flexibility to create your own mappings or make changes to your default ones.
App Functionality
Shared Data
Each object has field mappings that connect matching information from each app. Default mappings are listed below. If you want to change these default mappings or create your own, custom field mappings are available with Data Hub Starter and up.
Catalog Items | ||
Companies | ||
Contacts | ||
Opportunities |
Reviews
2.1
27
2.1
27
- Apr 20, 2026
Some Issues
Currently working through some issues with permissions and writing back to ConnectWise, but the integration should do what we need at the basic level once those are sorted.
Does offer some level of integration to sync values between platforms.
Could be a more robust offering with additional flexibility around custom values in ConnectWise.
Beutler, C.
- Feb 19, 2026
Severely limited data sync creates duplicates and requires expensive upgrades for basic financial integration
It created duplicates and is highly limited in its capabilities for data synchronization.
It maintains common records between HubSpot and ConnectWise (i.e., Companies, Contacts, etc.)
It doesn't sync any financial data rendering HubSpot solely a marketing tool unless you want to pay for upgrades.
Collis, C.
Pricing
Review ConnectWise PSA's Pricing Page
$0
Use the 'See all pricing options' link on the righthand side
Make sure to confirm the HubSpot subscription and the ConnectWise PSA subscription needed to install this integration
Note: "Free" is referring to the cost of the integration, not the app subscription
Review ConnectWise PSA's Pricing Page
$0
Use the 'See all pricing options' link on the righthand side
Make sure to confirm the HubSpot subscription and the ConnectWise PSA subscription needed to install this integration
Note: "Free" is referring to the cost of the integration, not the app subscription
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 09/03/2025
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