HubSpot Ideas

DF42

Connectwise PSA HubSpot Integration: Please add Deal Forecast Financial Data

The current ConnectWise PSA HubSpot integration does a great job of syncing most properties between ConnectWise Companies, Contacts, and Opportunities (HubSpot Deals). 

 

However, there is a major gap: The opportunity financial data does not sync. This means that when connecting to HubSpot to view all the ConnectWise opportunities, they all amount to $0. This ruins over 50% of HubSpot's dashboard features and doesn't allow sales teams to use HubSpot as intended. 

 

I would like to request that ConnectWise Opportunity Forecast Data be synced (2-way) and allowed to be mapped to the Amount or Forecasted Amount fields in Hubspot. 

 

Thanks for your time and attention, developer team!

1 Reply
CThomas2
Member

It's a feature that is needed - drives me mad that this integration has existed for soo long and they've made zero progress on fixing. 

One thing they could do that would allows us to get this in our own hands would be map the opportunity id to a separate field. This would allows us to create a workflow action with Ops hub professional to fix the issue.