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Synchronize data from Hubspot to AutoTask automatically

As MSPs grow and scale, they face a familiar split: PSA can no longer meet my sales processes and I need to move to an enterprise level CRM like HubSpot. This creates a split that is more profound that it appears - sales teams work in HubSpot while service delivery runs on PSA (e.g. AutoTask). It's a logical division—each team gets tools built for their specific workflow. The problem is these systems don't communicate, which creates a significant operational tax on your business.

CRM or PSA?

Building Automated Sync in 2 Minutes

Bumblebee is a workflow automation platform that connects systems through a visual interface. You can build a complete HubSpot-AutoTask sync workflow in under 2 minutes:

The steps to set up a workflow is fast:

  • Connect both systems via API credentials
  • Talk to Bumblebee assistant to build the workflows
  • Run the workflow with your data and verify the result
  • Deploy the workflow with Trigger and run automatically

The workflow handles contacts, companies, deals and notes automatically. When a phone number changes in AutoTask, it updates in Hubspot.

Give Productivity Back To Your Team

Bumblebee's mission is to give productivity back to your team by making automation ridiculously fast to build. We're laser-focused on lowering the barrier to entry—when automation is simple and quick, you can create 10x more workflows to handle your day-to-day grunt work.

Traditional automation tools trap you in lengthy development cycles: spec, build, test, deploy, wait. By the time your workflow goes live, your business needs have already shifted. Bumblebee flips this model. Build automations at bloody fast speed, iterate in minutes instead of weeks, and immediately reclaim the hours your team loses to manual work. The faster you automate, the faster your team gets back to actual work.

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