Integrate HubSpot & Autotask without a line of code, ever

  • Integrate HubSpot & Autotask company, contact, opportunity & activity data
  • No code whatsoever to map data & manage rules
  • Unleash key features for your sales & marketing teams – including HubSpot intelligence, HubSpot smart lists & full funnel analytics
  • Bidirectional sync using REST APIs from both HubSpot & Autotask 
  • Certified partner of both HubSpot & Autotask

Autotask-HubSpot Field Mappings

Bidirectionally sync & de-duplicate data across HubSpot & Autotask

Accurate, complete & consistent data helps your sales & marketing teams perform more effectively.

As new data records are created (leads/contacts, companies, opportunities), they are connected to any pre-existing records in the other system – ensuring no duplicates are created – and as records update, they remain aligned across both systems. 

Autotask Screenshot

Give sales visibility to key HubSpot intelligence in Autotask

HubSpot gathers key intelligence on your prospects, including where they came from (lead source), why they engaged with you (conversion events) & a full profile (public contact link).

Map these fields to Autotask so that your sales reps can see this key HubSpot intelligence quickly and easily, natively in the CRM they work in every day.

 


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Automate segmentation of Autotask data via HubSpot

HubSpot smart lists are a powerful feature to dynamically target based on individual or account level data.

By syncing Autotask account and contact data to HubSpot, you can automate the creation of these targeted lists in HubSpot and open up capabilities such as segment-specific or automated campaigns based on a customer lifecycle stage.


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Feed Autotask data back to HubSpot to power full funnel analytics

HubSpot has powerful full funnel analytics reporting to give you insight into what is driving growth in customers and revenue.

Bedrock Data connects opportunities converted in Autotask back to HubSpot to unlock this closed loop reporting as part of your HubSpot-Autotask integration.


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Our HubSpot-Autotask Object Mapping

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Company

Company (Read, Create, Update)
Company (Read, Create, Update)

Contact

Contact (Read, Create, Update)
Contact (Read, Create, Update)

Opportunity

Deal (Read, Create, Update)
Opportunity (Read)

Owner

Owner (Read, Create, Update)
Member (Read)

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Let's discuss your HubSpot-Autotask integration

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