Hubspot integration?
We kinda stink at Hubspot but looking at APIs to see what might be possible. Anybody using Appy Pie, Zapier or Recursyv to connect to AT? Something else?
What are the main benefits or results you have been able to get from the integration? Just looking new ideas to improve digital marketing with automation and improve results. TIA.
The short answer is:
You should definitely use a no-code integration platform like Zapier, Appy Pie Automate, or a dedicated connector like Recursyv, as these are the quickest way to sync data between Autotask and HubSpot for immediate benefits like sales-service alignment and reducing manual data entry.
However, for deep, powerful digital marketing automation that truly uses your Autotask data to power paid advertising and advanced workflows, the most powerful and flexible long-term solution is a custom setup combining the HubSpot API, the Autotask REST API, Google Tag Manager, and a server-side tracking tool like Stape or Google Cloud Platform.
The long answer is:
All the tools you mentioned – Appy Pie Automate, Zapier, and Recursyv – are great for different levels of integration and can immediately solve your most pressing data-silo problems.
Zapier and Appy Pie Automate are general-purpose, no-code automation platforms that can connect Autotask and HubSpot with pre-built actions to automate tasks like creating a new HubSpot contact when a new Autotask company is created, or logging a ticket note as an engagement on a contact’s HubSpot timeline.
Recursyv is a specialized integration for Datto products like Autotask that focuses on synchronizing core data like Accounts, Contacts, Opportunities, and Tickets, ensuring your sales and service teams are always working with the same, accurate customer information, which is a major benefit for an MSP.
The main benefit of any of these is breaking down silos, which leads to better customer experience, streamlined operations, and more accurate reporting across sales, marketing, and service.
To truly supercharge your digital marketing and automation, however, you need to go beyond simply syncing records and start tracking your MSP’s service-related activity as behavioral events in HubSpot.
This is where the more technical API-level solution comes in, and it’s highly effective and relatively inexpensive.
You can configure Autotask webhooks (a feature of the Autotask REST API) to instantly notify your middleware (custom script or server-side environment) when a key event occurs, such as a ticket being closed, a service call being completed, or a contract being renewed.
You then push that information directly into HubSpot via the HubSpot API as custom events.
This turns service and contract lifecycle activities into powerful marketing and sales signals.
For example, a “Ticket Closed” event on a contact’s timeline could trigger a satisfaction survey email, and a “Contract Renewed” event could place the account in a new workflow for up-selling.
Crucially, this API setup is an excellent and cost-effective solution for advanced marketing like retargeting.
You can use a server-side setup involving Google Tag Manager and a platform like Stape or Google Cloud Platform to securely and reliably send these rich, high-intent Autotask-driven events to platforms like Meta/Facebook and Google Ads.
By passing Autotask data like a completed service ticket or a new opportunity stage as conversion events, you can optimize your paid advertising campaigns on real-world business results, not just basic form submissions.
This deeper integration provides a competitive edge because your marketing automation and advertising are based on the entire customer lifecycle, including the service data that lives in Autotask, creating rich data points beyond the generic data in HubSpot like a userβs website visit or a filled-out form, which are HubSpot’s standard events.