Nexa Lab Blog – Having a professional service automation (PSA) software solution, like Autotask, can be a big help for managed service provider (MSP) operations. These software solutions transform the once-manual process of ticketing and billing in the MSP into a more documented and efficient one. Learn more about Autotask Hubspot integration to enhance your business performance.

However, ticketing and billing are only half the equation of MSP business. You’ll always need to do sales, marketing, and customer relationship management to grow your business.

Autotask PSA can actually do the process end-to-end, from sales to billing. However, many feel that the sales and marketing feature in Autotask PSA is not as powerful as dedicated CRM software like Hubspot.

That’s why some MSP business owners consider integrating Autotask PSA with Hubspot. This kind of integration is actually quite popular, since both functions (CRM and ticketing/billing) are the backbone of MSP business.

But how do you connect all of this software? Did the integration assist the whole MSP business and eventually increase revenue?

Let’s take a closer look at the Autotask Hubspot Integration, beginning with why you should do it.

Benefits of Integrating Autotask with HubSpot

So why do you need Autotask Hubspot Integration?

Obviously, the first reason you should do it is if you already use Autotask PSA and HubSpot to begin with.

We don’t recommend migrating your system if you already have your own operating system with another software that you feel comfortable with.

Or, we also don’t recommend impulsively subscribing to Autotask and HubSpot just because of this article, then integrating it without any background knowledge about how these software functions.

But if you are an Autotask PSA and HubSpot user at first, this integration will provide you with powerful tools to make your business processes run more efficiently.

With this integration, you can sync data between Autotask PSA and Hubspot.

Customer information, service tickets, and project details update automatically across both platforms in real-time. With the synchronisation, you don’t need to do manual data entry anymore.

This integration can also help you have more customer lifecycle visibility. Since the data between sales, ticketing, and billing are connected, you can have a 360-degree view of your clients’ journey from initial contact to ongoing support.

This insight ultimately gives you opportunity identification, customer need anticipation, and proactive issue resolution. You can use this knowledge to tailor services and communications, enhancing customer satisfaction and loyalty.

Finally, the Autotask Hubspot Integration will also help you have seamless sales and service processes.

New leads captured in HubSpot automatically create potential clients Autotask. Relevant information synchronises between systems as leads progress through the sales funnel. This connection reduces communication gaps and can help you manage customers from prospect to client smoothly.

More on Nexalab’s blog: Accelo vs Autotask: Which One is the Best PSA Software for Your Business?

Common Challenges and Troubleshooting Tips

Although it has many benefits, there are also challenges to this integration.

Data mapping inconsistencies often arise as a primary challenge.

Correct field mapping between Autotask and HubSpot proves crucial. Misaligned data causes confusion and workflow errors. You can address this by carefully reviewing and testing data mapping configurations before full implementation. Consider consulting integration specialists or platform documentation to ensure accurate field mapping.

Duplicate records are another common issue.

Data synchronisation risks creating duplicate entries for contacts, companies, or tickets. If that happens, it will lead to confusion and process inefficiencies.

You can mitigate this challenge by implementing a robust deduplication strategy. Use unique identifiers, like email addresses or customer IDs, to match records across systems. Regularly audit data and use built-in deduplication tools to maintain data integrity.

Custom fields and workflows sometimes challenge integration.

Extensive customisation of Autotask or HubSpot requires careful consideration during integration setup. You need to review custom elements to ensure compatibility and adjust if necessary. Consider engaging integration specialists who like to navigate complex customisations and ensure seamless cross-system functionality.

Lastly, your team’s adoption of the new integration can also become a challenge.

This integration will introduce a new workflow to your team, which will definitely disrupt their productivity a little bit. That’s why you’ll also need to onboard your team after the integration is done.

Clear documentation on integrated system usage is a big help for them to learn using this new workflow between Autotask Hubspot Integration.

You can also appoint one of your team members as the onboarding lead who has first-hand experience with the integration to provide guidance and support to their colleagues during the transition period.

How to Integrate Autotask PSA with HubSpot

There are several tools and methods to Autotask Hubspot Integration. Some of them are:

1. Recursyv Integration: Recursyv offers a templated integration that allows you to synchronise Autotask and HubSpot accounts, contacts, opportunities, opportunity notes, tickets, and ticket notes. This integration can be easily extended to include additional data types and mappings.
2. Zapier Integration: Zapier provides pre-built integrations between Autotask and HubSpot, enabling automatic syncing of records like contacts, organisations, tickets, and occasions. Although it has ongoing subscription fees, it is widely used and has strong support.
3. AppyPie Integration: AppyPie also offers pre-built integrations and automation for syncing Autotask and HubSpot. It may be a more budget-friendly option compared to Zapier, but it has a smaller user base and fewer case studies.
4. Custom Integration: You can have an integration specialist like Nexalab to build a custom integration using the APIs of Autotask and HubSpot for you. This approach offers maximum flexibility but requires significant effort and ongoing maintenance.

Integration Best Practices

Like what we’ve mentioned in the first section, it is advisable to do your own research regarding how each software works. You also need to have a proper work system first, before implementing software solutions into it.

After you are done with that, you can start planning integration and make sure to follow best practices, such as.

• Choose the Right Tool: Select an integration tool that meets your specific business needs and technical requirements.
• Plan Your Workflow: Define your integration workflow carefully to ensure that data is synced correctly and efficiently.
• Test and Validate: Thoroughly test and validate your integration to ensure that it is working as expected.
• Monitor and Maintain: Regularly monitor and maintain your integration to ensure that it continues to function correctly and efficiently.

Doing those best practices will help you avoid common pitfalls and ensure a successful integration process. Remember to involve all relevant stakeholders in the planning and execution of the integration to make sure you have a smooth transition and alignment with business goals.

More on Nexalab’s blog: Zendesk vs Autotask: A Comprehensive Comparison for IT Professionals

Conclusion

Autotask and HubSpot integration offers MSPs a powerful opportunity to revolutionize operations and elevate customer service. Connecting these industry-leading platforms unlocks numerous benefits, including improved data accuracy, enhanced customer relationship visibility, streamlined processes, and increased productivity.

However, to get the most out of your PSA, it needs to work with your other tools.

Nexalab’s App Integration Services can help you connect your PSA with other essential platforms, like CRM software, for example. This means you get a complete view of your operation, automate repetitive tasks, and personalise your customer interactions. It’s a solution that helps you get the most out of your PSA investment. Contact Nexalab today to explore how App Fusion can drive your business forward.