HubSpot – Autotask integration

Give sales and service one view of the customer — companies, contacts, deals and tickets shared between HubSpot and Autotask.

Scope this integration How managed integration works

Overview

How it works

Account managers live in HubSpot; the service desk lives in Autotask. Recursyv shares companies, contacts, deals and tickets between the two so sales can see live service incidents before a call, and engineers can see what the account team is working on.

HubSpot

Bidirectional · secure · managed

Autotask

Outcomes

What changes for your team

Companies and contacts kept identical in both systems
Won deals create Autotask accounts, contracts or opportunities automatically
Service tickets visible on the HubSpot company timeline
No re-keying of customer data after onboarding

What's synchronised

Typical scope

Companies / accountsContactsDeals ↔ opportunitiesTicketsNotesOwner / account managerLifecycle stageCustom properties

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 Autotask?

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

Scope this integration