How does data sync from HubSpot to ConnectWise?
Data flows from HubSpot to ConnectWise every five minutes via scheduled workflows.
All customers receive a "Sync to ConnectWise?" property on companies, contacts, and deals. The integration picks up recently modified records with this property set to "Yes." Custom workflows are provided to set that property as needed.
Do you support both on-premise and cloud instances of ConnectWise?
Yes. Both are supported. For on-premise setups, we’ll provide a list of IP addresses that need to be whitelisted.
What is the minimum supported version of ConnectWise?
ConnectWise version 2020.2 or higher is required.
Can SyncSmart match existing HubSpot data with ConnectWise data?
Yes. Contacts are matched by email address by default.
Companies and opportunities (deals) are typically created as new records unless you request data matching before go-live. Our team can match existing HubSpot records to ConnectWise records using data like company name and ZIP code—or exact rec ID matches if those IDs are already stored in HubSpot.
Do we need a developer on our team?
No. SyncSmart integrations are designed for non-technical users. No IT experience is required, and our team handles all data importing and configuration.
What is the system of record or “single source of truth”?
The system of record determines which system’s data takes priority.
By default, ConnectWise is treated as the source of truth for core fields like company name and address. For all other fields, the most recently updated value typically takes precedence in two-way syncs.
How long does the integration process take?
It depends on your approach:
Self-service: You can be live within a few hours after purchase.
Guided service: Most integrations launch within 4 to 6 weeks, depending on complexity. Expect to spend a few hours of your own time for setup calls and testing.