Technically works, but not robust

I'll go piece by piece, because this integration was a struggle... I'm not sure if it is still, but at the time we used it it was advertised as a real-time sync, not a transfer sync. Companies: worked fine enough, I suppose, other than a few issues: * Status is not a two-way field, so updating Status in HubSpot does not update Status in CW. (I suspect this is because Status is on the Company Finance screen, not the Company screen.) * Filtering Companies on Sync did not work. We had both Inactive companies as well as Active companies coming over. * Companies duplicated when we first turned this on, and we wound up with duplicates in our primary data system because of the syncs. Still not sure what setting did this... but I do advise caution. * Otherwise, the data was technically fine. Contacts: A toss up. * CW advises multiple entries for the same contact if they are part of multiple contacts, and have the same email. They cannot be linked to multiple companies (like with HubSpot's associations). We have this a lot, with Partners, etc. * On Sync, those were ignored. We were told to upload a manual association list, which meant we had to go through 14k contacts by hand and sort them by association so HubSpot could reapply their second or third company. * Filtering for Status did not work on sync, similar reasons as Company I suppose Deals: this really was ineffective. * Stage and Status went one-way from CW to HS, which meant they were never updated in CW once reps started working Deals in HS. * Line items never moved over, despite being in the Product Catalog * Sites associated to Deals never moved over * Only primary companies moved over (Ship & Bill To companies did not associate) * Create date was the day it was created in HubSpot, not the day it was created in ConnectWise * As a positive, custom fields here did work great Product Catalog: the shining star of the integration * All fields synced as intended * One way sync meant that only one team was updating the PC and nothing was updated out of turn * Syncs were almost automatic * Calculations were accurate for recurring * No issues with a field not showing up or not wanting to sync * Products classified as Agreement or Product made MRR vs NRR easy to identify * All around easy to work with * The "Test" feature for PC was GREAT Ultimately, we went with a custom integration partner to get our data to HubSpot. That hasn't been easy either--but at least the data comes over as expected, and with the necessary information.

Product Catalog Syncing existing Company data If you are just looking to move CW data, not sync continuously, this might be a good fit

One-way sync for many fields like Deal Stage/Status Line items on Deals not syncing Sites are unsupported Poor filtering allowed unwanted data to sync on setup

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.