Connectwise Phone Numbers

Develop, Build & Integrate HubSpot-built Apps
1

I have installed the Connectwise integration, but it does not seem to see Connectwise contact phone numbers. The field is not available as a custom mapping. What permissions do I need to adjust in the security role to reveal phone numbers to the integration? Is there documentation on the security role requirements for the integration?

2

Hi @DClark94,

Thanks for reaching out to the Community!

I’ve done some research and couldn’t find any indication that HubSpot has created this integration directly, so I assume you set it up through a third-party provider. If that’s the case and you’re using SyncSmart, then they would be the point of contact to review the issue you’re mentioning. Otherwise, I recommend contacting the provider of the integration you’re using to get assistance. They can provide specific guidance on the security role requirements and any necessary configurations to ensure that phone numbers are properly mapped and visible for the integration.

Thanks,

Diana

3

I am using the Hubspot-created integration

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4

How do I get support for the Hubspot-created Connectwise PSA integration?

5

Hi @DClark94,

Thank you for letting me know which integration you’re using. For support regarding the HubSpot-created ConnectWise PSA integration, you can reach out to HubSpot Support directly. They will be able to assist you with any issues or questions specific to this integration.

Thanks,

Diana