Teams that level up HubSpot development support with HubBase

Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Contact in List

This trigger occurs when a contact is added to a specific list in HubSpot. It can initiate service onboarding or account alignment workflows in ConnectWise PSA.
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New Deal Property Change

Activated when a deal property is updated in HubSpot. Useful for triggering service setup or project creation workflows once a deal progresses or closes.
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New Company Created

Triggered when a new company is created in HubSpot. This can be used to create or sync corresponding company records in ConnectWise PSA.
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Deal Stage Change

Fires when a deal moves to a new stage in HubSpot. Commonly used to automate the transition from sales to service or project delivery in ConnectWise PSA.
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Add Contact to HubSpot List

Adds a contact to a specified HubSpot list, enabling segmentation for service notifications, onboarding sequences, or account management workflows.
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Create a Company in HubSpot

Creates a new company record in HubSpot based on customer or account data originating from ConnectWise PSA.
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Find or Create Company

Searches for an existing company in HubSpot and creates one if it does not exist, ensuring consistent account records across both systems.
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Find or Create Deal

Locates an existing deal or creates a new one in HubSpot, allowing revenue and service opportunities from ConnectWise PSA to be tracked in the CRM.
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Create or Update Ticket

Creates or updates a support ticket in HubSpot, enabling visibility into service issues and customer support activity managed in ConnectWise PSA.

Integrations built by experts

 

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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Google Sheets

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Enhance data management with HubSpot Google Sheet Integration. Seamlessly sync data between HubSpot and Google Sheets for improved organization and analytics.

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Slack

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Experience the power of HubSpot Slack Integration. Connect HubSpot with Slack to foster seamless communication and enhance collaboration. Explore the benefits of this integration for improved team efficiency.

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QuickBooks

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Simplify financial management by integrating HubSpot with QuickBooks. Enhance accuracy and streamline processes for improved business financials.

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Salesforce

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Discover the benefits of HubSpot Salesforce Integration. Streamline CRM processes by seamlessly connecting HubSpot with Salesforce. Enhance your marketing and sales strategies with this seamless integration.

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Wordpress

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Explore the advantages of HubSpot WordPress Integration. Seamlessly integrate HubSpot with WordPress for improved marketing workflows and increased efficiency. Elevate your digital strategy with this seamless integration.

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Mailchimp

Connect

Take your email marketing to the next level! This guide explains how to integrate Mailchimp with HubSpot for powerful automation, better insights, and a more unified customer experience.

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Stripe

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Optimize payment processing with HubSpot Stripe Integration. Seamlessly connect your HubSpot account with Stripe for efficient and secure transactions.

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Asana

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Optimize project collaboration by integrating HubSpot with Asana. Streamline communication and workflow for improved efficiency and project success.

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Shopify

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Optimize your e-commerce marketing with HubSpot Shopify Integration. Streamline workflows and enhance customer engagement for a successful online store.

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Zoom

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Enhance virtual collaboration with HubSpot Zoom Integration. Seamlessly integrate Zoom with HubSpot for improved communication and collaboration in virtual meetings.

Customer Reviews

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John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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ConnectWise PSA + HubSpot

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Unify Sales, Support, and Service Data

Sync contacts, companies, deals, and service information between HubSpot and ConnectWise PSA to maintain a single source of truth across teams.

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Improve Customer Experience and Visibility

Use HubSpot CRM insights alongside ConnectWise PSA service data to deliver more informed sales conversations and proactive customer support.

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Automate Sales-to-Service Workflows

Trigger automated processes between HubSpot and ConnectWise PSA to streamline handoffs, reduce manual data entry, and accelerate service delivery.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot ConnectWise PSA integration improve sales-to-service alignment?

The integration ensures that deal, company, and contact data flows seamlessly from HubSpot into ConnectWise PSA, enabling smoother handoffs between sales and service teams.

Can I sync companies and contacts between HubSpot and ConnectWise PSA?

Yes, the integration supports syncing company and contact records to maintain consistent customer data across both platforms.

Is it possible to trigger service workflows when a deal closes in HubSpot?

Absolutely. Deal stage changes in HubSpot can trigger automated workflows that initiate service setup or project creation in ConnectWise PSA.

Can support tickets be tracked in HubSpot from ConnectWise PSA?

Yes, service tickets can be created or updated in HubSpot, giving sales and account teams visibility into customer support activity.

Does the integration reduce manual data entry for teams?

Yes, automating data sync between HubSpot and ConnectWise PSA significantly reduces duplicate data entry and human error.

Can HubSpot be used to track revenue related to managed services?

Yes, deals and revenue data associated with ConnectWise PSA accounts can be tracked in HubSpot for reporting and forecasting.

Is customer data kept in sync in real time?

Sync frequency depends on configuration, but the integration is designed to keep customer and account data consistently updated across systems.

Can this integration support managed service providers (MSPs)?

Yes, the integration is well-suited for MSPs looking to connect marketing, sales, and service operations between HubSpot and ConnectWise PSA.

Does the integration support custom workflows?

Yes, HubSpot workflows can be customized to reflect your sales and service processes when syncing with ConnectWise PSA.

Is the HubSpot ConnectWise PSA integration scalable for growing teams?

Yes, the integration is designed to scale with increasing data volume, users, and automation needs as your business grows.
The integration ensures that deal, company, and contact data flows seamlessly from HubSpot into ConnectWise PSA, enabling smoother handoffs between sales and service teams.
Yes, the integration supports syncing company and contact records to maintain consistent customer data across both platforms.
Absolutely. Deal stage changes in HubSpot can trigger automated workflows that initiate service setup or project creation in ConnectWise PSA.
Yes, service tickets can be created or updated in HubSpot, giving sales and account teams visibility into customer support activity.
Yes, automating data sync between HubSpot and ConnectWise PSA significantly reduces duplicate data entry and human error.
Yes, deals and revenue data associated with ConnectWise PSA accounts can be tracked in HubSpot for reporting and forecasting.
Sync frequency depends on configuration, but the integration is designed to keep customer and account data consistently updated across systems.
Yes, the integration is well-suited for MSPs looking to connect marketing, sales, and service operations between HubSpot and ConnectWise PSA.
Yes, HubSpot workflows can be customized to reflect your sales and service processes when syncing with ConnectWise PSA.
Yes, the integration is designed to scale with increasing data volume, users, and automation needs as your business grows.

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