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DF42
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DF42 on September 25, 2024
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. read more
Reply Idea APIs Integrations Sales Reporting
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DF42 on September 21, 2024
Connectwise PSA integration with Hubspot error
I've installed the connectwise PSA integration and synced our companies, contacts, and deals (CW opportunities). One strange thing is that no financial information is carrying over, rendering the whole exercise useless. Examples: - for Co read more
Reply Discussion Starter
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DF42
Member
September 25, 2024
Thank you for your response Kennedyp. I also wrote to HubSpot support about the issue and received the following response: "Thank you for reaching ...read more
Solved
DF42 on September 21, 2024
Connectwise PSA integration with Hubspot error
I've installed the connectwise PSA integration and synced our companies, contacts, and deals (CW opportunities). One strange thing is that no financial information is carrying over, rendering the whole exercise useless. Examples: - for Co read more
Reply Discussion Starter
0 upvote
3 Replies
DF42
Member
September 25, 2024
Thank you for your response Kennedyp. I also wrote to HubSpot support about the issue and received the following response: "Thank you for reaching ...read more
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