Build a Better Pipeline With a ConnectWise + HubSpot Integration

Time and time again, we listen to ConnectWise users tell us they wish the platform were just a smidge more user-friendly (their words, not ours, we promise). 

How do we reply? You can probably guess. 

A ConnectWise + HubSpot integration can help by allowing you to lean more heavily on HubSpot, a platform generally regarded for its ease of use, while still sending all your sales information back to ConnectWise. The integration can quickly move sales opportunities along with the power of HubSpot pipelines.

Ready to learn more about the benefits of the ConnectWise+ HubSpot integration? Then keep reading.

A Quick Recap of the ConnectWise HubSpot Integration

A ConnectWise+HubSpot integration creates a connection between the two platforms, allowing them to share sales and marketing data. With the SyncSmart user interface (UI), an easy-to-use web application, you can select which objects you’d like to sync and in which direction. For a complete list of ConnectWise objects, click here.

The Power of HubSpot Pipelines

People hoping to improve their sales and pipeline creation often seek our integration — for a good reason, too. In HubSpot, a pipeline is where deal stages are set. HubSpot’s deal pipeline software helps you manage your business’s deals by providing deal stages as a series of steps for your sales team to track and manage their prospects and opportunities.

You’ll notice from our overview that the integration syncs ConnectWise opportunity data with HubSpot deal data in both directions. 

Again, it also syncs:

• Contact and company data bidirectionally
• ConnectWise and HubSpot product data
• ConnectWise forecast data
• HubSpot line items data

You can use the integration’s critical sales information to build a pipeline within HubSpot, add new deals, assign tasks to your team, track the most lucrative prospects, identify roadblocks, and predict revenue. 

It’s all in one place, so your team doesn’t have to hunt down any information. Can we also mention that with the integration, you’ll always have the most up-to-date information flowing from both systems? Here’s a little more information on HubSpot’s deal pipeline capabilities to prove that last point:

• It recognizes when you add new deals from an existing contact or company in HubSpot (or with the integration in ConnectWise) and updates it automatically, eliminating manual data entry. 
• It can be customized to your liking using the drag-and-drop editor, which empowers your sales team to add or modify deal stages and properties on their own. 
• It gives you quick, straightforward insights into where you’re excelling and failing by letting you track performance individually or as a team. 
• It’s available with the HubSpot mobile app so that users can take their efforts away from their desks. 

With the power of the integration and HubSpot’s deal pipeline, you’ll gain the visibility you need into your entire sales pipeline — tracking your lead’s customer journey from start to finish. Pipeline features are also linked to reporting, so you can build a simple sales dashboard to stay on top of your efforts. 

Additional Benefits of Syncing ConnectWise and HubSpot 

We’d be remiss if we didn’t mention that there are many additional benefits to the integration on top of the ability to create a killer deal pipeline in HubSpot. 

The integration also: 

• Enables your team members to operate out of a more user-friendly platform such as HubSpot, erasing any frustrations they may potentially run into with ConnectWise. 
• Keeps marketing and sales information flowing from one system to another, so your teams are supplied with the most accurate data. 
• Allows sales to see how marketing uses data for campaigns and lets marketing check in to see how they can prop up sales when needed. 
• Eliminates any manual spreadsheets or other tedious processes associated with sales, marketing, or revenue departments. 
• Automates various sales and marketing communications, saving ample time. 
• Helps your teams communicate better, spend less time on unnecessary tasks, and better focus on creating successful campaign outcomes. 

Additional Ways The ConnectWise + HubSpot Integration Helps Sales Teams

For sales representatives, the integration is especially valuable for managing other sales processes, just as crucial as pipeline creation. For example, you can push your ConnectWise product catalog data and its respective fields/properties to HubSpot, then use its quoting software to send quotes to qualified contacts the moment they’re interested in your product or services. You can also use the bidirectional sync of your product and line items to achieve the same results. 

Whatever avenue you pick, payments and electronic signatures are all built-in with HubSpot’s quoting software, making it simple for you and your prospects. 

And because we know how critical it is to track all communication with leads, it’s important to note that the integration seamlessly logs every email in both systems. You can view past conversation history, know when to follow up or if you should end the discussion, and even use that information in reporting. 

In fact, you can use all the ConnectWise and HubSpot sales information to build a slew of reports using HubSpot’s robust reporting capabilities. From opportunity reporting to activity reporting, your sales team will know where and when to optimize their efforts and crush their pipelines. 

Build a Better Pipeline Using ConnectWise + HubSpot Data

Keeping your sales team motivated to land that next big deal has never been easier with the ConnectWise + HubSpot integration. They’ll get to use a platform that’s simpler to navigate (or stay in ConnectWise if they prefer!), and they’ll also be able to build a realistic pipeline and manage other sales processes easily by tapping into the most accurate, up-to-date data they’ve ever accessed.

Finally, they’ll always have the support of the SyncSmart team if they need it.