ConnectWise Amount Sync

HubSpot Ideas

Status: Idea Submitted

1

A Key field mapping is missing from the ConnectWise integration.

ConnectWise field: Opportunity Subtotal

To

HubSpot Field: Amount

Tracking deal lost and won value is critical, currently this value has to be added manually thus createing additional time and workload for Sales Teams.

If this is then missed our reports do not represnt a true reflection of our sales performance hence why I believe this is a critical requirement for the integration and would assist all ConnectWise partners using the integration.

2

Did you ever find resolution for this issue? We are currently configuring and ran into this same issue.

3

@TPritchett Sorry I hadn’t got notifications setup for this.

If you’re using CW Sell or CPQ as they now call it, you can sync it to a custom field in Manage and then sync that to Amount in Hubspot.

This way is majorly clunky though as the CPQ data doesn’t always sync in manage and sometimes quotes have to be updated in CPQ multiple times to get the data in.

if you need some more info then drop me a message