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Integrate ConnectWise Manage with HubSpot to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from ConnectWise Manage

A trigger is an event that starts your Zap and runs the workflow. For example, with ConnectWise Manage, a trigger could be "New/Updated Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from HubSpot

An action is what takes place after the automation is triggered. For example, with HubSpot, the action could be "Add Contact to List."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ConnectWise Manage to HubSpot

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect ConnectWise Manage to HubSpot with a Zapier template.

Our most popular template

Send new HubSpot contacts to ConnectWise Manage
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HubSpot + ConnectWise Manage
Create ConnectWise Manage tickets from new HubSpot tickets
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HubSpot + ConnectWise Manage
Create new ConnectWise Manage companies for recently created or updated HubSpot companies
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HubSpot + ConnectWise Manage
Create new ConnectWise Manage companies when HubSpot companies are added
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HubSpot + ConnectWise Manage
Create ticket notes in ConnectWise Manage for new HubSpot contacts
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HubSpot + ConnectWise Manage
Create and update ticket notes in ConnectWise Manage for new or updated HubSpot companies
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HubSpot + ConnectWise Manage

Send new HubSpot contacts to ConnectWise Manage

HubSpot + ConnectWise Manage

Create ConnectWise Manage tickets from new HubSpot tickets

HubSpot + ConnectWise Manage

Create new ConnectWise Manage companies for recently created or updated HubSpot companies

HubSpot + ConnectWise Manage

Create new ConnectWise Manage companies when HubSpot companies are added

HubSpot + ConnectWise Manage

Create ticket notes in ConnectWise Manage for new HubSpot contacts

HubSpot + ConnectWise Manage

Create and update ticket notes in ConnectWise Manage for new or updated HubSpot companies

HubSpot + ConnectWise Manage

Create ticket notes in ConnectWise Manage for new HubSpot companies
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HubSpot + ConnectWise Manage
Update api requests in ConnectWise Manage when new deal property changes happen in HubSpot
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HubSpot + ConnectWise Manage

Make work flow with AI

Level up your ConnectWise Manage to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect ConnectWise Manage and HubSpot to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect ConnectWise Manage and HubSpot to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Board Filter
- Specific Service Ticket Filter
- Project Filter
Trigger
Instant
Try It
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Summary
  Required
- Company
- RecordType
  Required
- Priority
Action
Write
- Company
  Required
- Company_name
  Required
- Status
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write

- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search

- Company Identifier
  Required
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- Summary
  Required
- Company
- RecordType
  Required
- Priority
Action
Search or write
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Event Type
Trigger
Scheduled
Try It
- Type
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Blog Url
  Required
- State
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Type
- Assigned To
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Email
- Event ID
  Required
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Scheduled
Try It
- First Name
  Required
- Last Name
  Required
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
Action
Write
- TicketType
  Required
- Text
  Required
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- TicketType
  Required
- Summary
  Required
Action
Write
- Company Identifier
  Required
Action
Search
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- First Name
  Required
- Last Name
  Required
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
Action
Search or write
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Scheduled
Try It
- Form
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
  Required
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
Trigger
Scheduled
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Channel
  Required
- Body
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
- Note
- Workflow Name
  Required
- Email
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- State
- Blog Post URL
  Required
- Name
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
Action
Write
- Note
- Note
- Email
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

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About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

Related categories

CRM (Customer Relationship Management)

Similar apps

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

Learn more Help

Related categories

Marketing Automation

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Marketing Automation, WordPress

Intercom

Customer Support

Zapier Interfaces

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