Connect your first platforms
This is the order we recommend for a new HubConnector account: sign up, connect your platforms, link any records they already share, then let your first sync run.
Doing these steps in order matters. If HubSpot and your PSA or ERP already hold records for the same companies and contacts, connecting both platforms and syncing before you link those existing records is how duplicate records get created.
Steps
- Go to app.hubconnector.io/signup and create your account with a company name, an email address, and a password. This starts a 14-day trial of the Professional plan.
- Sign in and open the Connections page. It shows a card for each platform you can connect: HubSpot, ConnectWise PSA, and Business Central.
- Connect HubSpot. See Connect HubSpot for the full walkthrough.
- Connect ConnectWise PSA or Business Central, depending on which platform you use. See Connect ConnectWise PSA or Connect Business Central.
- If either platform already contains companies or contacts, run Auto-Match before your first sync to link the matching records. See Link existing records with Auto-Match.
- Let your first sync run. HubConnector triggers sync activity from webhooks or from scheduled change polling, and you can watch it happen in the Dashboard's Recent activity list.
Once you are connected, the app nav gives you Dashboard, Audit trail, Connections, Company Links, Contact Links, Auto-Match, Billing, and Dead letters. Company Links and Contact Links show every record HubConnector has matched between platforms.
When to run Auto-Match
Run Auto-Match any time both platforms already contain records for the same companies or contacts. If one platform is empty (for example, you are starting a brand-new ConnectWise instance), Auto-Match is optional, since there is nothing yet to link.