swivelfree
For MSPs on HubSpot with ConnectWise PSA or Autotask

HubSpot and ConnectWise out of sync? Free 24-hour sync health check.

Send CSV exports from both systems. Within 24 hours you get a short report: duplicate companies, contacts on one side only, and won deals that never made it into your PSA.

Get a free health check → Sample report.pdf
Sync health checkexample · demo MSP
Won deals with no PSA opportunityHubSpot → ConnectWise
2
Won deals with no value in the PSAopportunity at 0.00
1
Duplicate companies1 in HubSpot · 2 in ConnectWise
3
Contacts on one side onlyclients that exist in both
3
Stage or value out of stepwon here, open there
2
16 items · 7 high priorityread-only
24hreport turnaround
0logins, installs or API keys
6CSV exports, about 15 minutes
30duntil your files are deleted
The report

What drifted, ranked by what it costs you.

Every item names the records on both sides, so your team can check it and fix it. Won deals that never reached the PSA come first, because those are clients nobody set up or billed.

Demo MSP · HubSpot ↔ ConnectWise PSA16 items · 7 high
Priority
Found
Why it matters
HIGH
FoundWon in HubSpot, no PSA opportunity: Lumen Street firewall project, 4,200.00
Why it mattersSold but never set up or billed, unless someone re-keys it.
HIGH
FoundOakhurst Property Management is 2,750.00 in HubSpot, 0.00 in ConnectWise
Why it mattersPipeline and revenue reports disagree.
HIGH
Found2 ConnectWise companies look like one business: Copperline Logistics, Copperline Logistics LLC
Why it mattersTickets and invoices split across two records.
MED
FoundWon in HubSpot, still "Proposal" in ConnectWise: Fairview Family Medicine
Why it mattersStage only syncs one way, so sales and delivery see different truths.
MED
Foundrobin@westgaterealty.com is under Westgate Realty Partners in HubSpot, Cedar Point Orthodontics in ConnectWise
Why it mattersTickets and renewals go to the wrong client.
Made-up data for a fictional MSP.Full sample report.pdf →
How it works

Six exports. One report. Nothing installed.

Email us and we reply with a one-page export guide for your PSA. It takes an admin about 15 minutes.

01

Export from HubSpot

Companies, contacts and deals, each from its list view with the Export button.

companies.csvcontacts.csvdeals.csv
02

Export from your PSA

Companies, contacts and opportunities from ConnectWise PSA or Autotask. CSV or Excel.

ConnectWise PSAAutotask
03

Report in 24 hours

A short report plus a full list of every finding with record IDs from both systems.

report.pdffindings.csv
Founding offer

Then keep them in sync, without the swivel chair.

We're building a self-serve sync for MSPs that sell in HubSpot and deliver in the PSA, with a small group of founding customers. Paid sync apps cost $400 to $1,000 a month today, and custom builds start at a few thousand dollars.

$149 /month, flat

  • First month free
  • Live on your data in 2 weeks, or you don't pay
  • No setup fee, no per-seat pricing
  • Founding price kept for as long as you stay
  • Dry run before any writeSee every record it would create, link or skip. Nothing touches the PSA until you approve.
  • Matches before it createsFuzzy match on name, domain and email, so turning it on doesn't create duplicates.
  • Won deal to PSA opportunity, with productsThe re-keying your team does today.
  • Two-way companies and contacts, undo for every batchPlus a daily drift report.

In build with founding customers. The health check above is available now.

Data handling

Careful with your client list.

The health check runs on exported files only. Here's exactly what happens to them.

No logins
CSV or Excel exports only. We never connect to HubSpot or your PSA for the health check.
Only what we need
Names, websites, emails, deal stages and amounts. Delete phone numbers, notes and anything else first if you like.
Single use
Used for your report only. No sharing, no marketing use, no contact with your clients.
Stays with us
Processed on our own encrypted machine, not uploaded to AI services or third-party tools.
Deleted in 30 days
Or sooner on request, with deletion confirmed by email.
NDA welcome
We'll sign yours before you send anything.

Run a free health check.

Email us and we'll reply with the export guide for your PSA. Or just tell us how your team gets won deals from HubSpot into the PSA today.

hello@swivelfree.com →