CRM Integrations integration

Connect your CRM — HubSpot, Salesforce, Dynamics 365 or Zoho — to your service desk, PSA or finance system.

Scope this integration How managed integration works

Overview

How it works

Service and sales see different halves of the same customer. Recursyv joins them: accounts, contacts, opportunities and tickets shared between the CRM and the tools that deliver the work, so account managers see live service health and engineers see commercial context.

HubSpot

Bidirectional · secure · managed

ServiceNow

Outcomes

What changes for your team

Companies and contacts synchronised across CRM and PSA / ITSM
Opportunities and won deals create downstream records automatically
Tickets and incidents visible on the CRM timeline
Finance data (Xero, Sage, QuickBooks) joined where required

What's synchronised

Typical scope

Accounts / companiesContactsOpportunities ↔ dealsTickets & casesNotes & activitiesOwnerProducts & contractsCustom fields

Every integration is tailored: field mappings, visibility rules and special cases are agreed in discovery and built to your requirements.

Delivered as a managed service

Built, hosted, monitored and supported by Recursyv.

Joint discovery

Both parties' workflows, volumes and edge cases; fixed price agreed.

Build & security review

Configured by our engineers; evidence for both security teams.

Dual-party testing

UAT in both environments, sign-off from each side.

Coordinated launch

Live in your chosen Azure region, with hypercare.

Support

24/7 monitoring; API changes absorbed by us.

Ready to connect HubSpot and ServiceNow?

Tell us about your environment and an expert will come back to you with scope and a fixed price.

Scope this integration