HubSpot - Autotask Integration

Autotask and HubSpot

We can synchronize any data objects (including custom objects), in any directional flow. Just tell us what you need. 

Below is a sample of the more common Autotask-HubSpot sync set-ups we deliver.

Companies (Autotask ↔ HubSpot) Ensures sales and service teams work from a single source of truth about client information, billing details, and account status. Marketing can target based on actual service delivery data, while support teams see sales pipeline and customer journey context.

Contacts (Autotask ↔ HubSpot) Keeps customer contact details, communication preferences, and relationship history synchronized so both sales and technical teams can reach the right person. Prevents duplicate outreach and ensures support tickets reach contacts who are actually engaged with your marketing.

Opportunities ↔ Deals (with line items) Allows service delivery teams to prepare for won deals and understand scope/pricing, while sales can see service capacity and existing client workload. Line item sync ensures accurate revenue forecasting and resource planning across both systems.

Tickets ↔ Tickets (with notes/activities) Gives sales visibility into customer health and product issues during renewal conversations, while support teams can see sales context and commitments made. Provides more complete customer insight spanning pre-sale through ongoing support.

Contracts → Services (one-way) Pushes active contract details into HubSpot so sales/marketing teams can see what customers are currently paying for, contract renewal dates, and upsell opportunities without needing Autotask access. Typically this is a one-way sync as contracts are often managed in Autotask as the system of record.

The Recursyv Approach

We provide a “white glove” service where you deal with human beings who understand system integration and the APIs across HubSpot and Autotask. It’s a fully managed integration service, so you don’t have to adopt and manage another platform in your stack.

Tell us what data objects you want to synchronize, the data-flow direction, and which system is the master system in particular circumstances. Armed with this, we typically deliver the integration in a matter of days (elapsed time: 2-4 weeks)

Once the integration is set up, we host the integration (typically in USA, UK, EU or Australia), and we provide 24/7 monitoring and alerts, as well as support for minor optimizations. We stay with you as your business grows and the integration need evolves.

This means no technology overhead for you. No need to divert your developers. No new product to take on or learn. No code to manage. No ongoing maintenance. No need to worry about evolving needs. Just the data sync outcome you want.

Contact us on the link below. We would be delighted to discuss how we can help.