Everything Salesbuildr connects to
Salesbuildr syncs natively with Autotask, ConnectWise Manage and Halo, connects to HubSpot CRM, and pulls distributor pricing and availability from 50+ distributor feeds.
One platform, connected to your stack
Salesbuildr sits between your PSA or CRM and your distributor network: records sync with your PSA, and distributor pricing and stock feed into your quotes.
PSA: native two-way sync
- Companies sync both ways. Contacts you add in Salesbuildr are created in your PSA. Product catalogs come in from your PSA.
- Won quotes update the PSA opportunity and quote. From the approved quote you click Create ticket (Autotask, ConnectWise) or Create sales order (Halo), and you add recurring services to a contract or agreement.
- Pick one PSA per tenant; Salesbuildr syncs with that one.
CRM: HubSpot
- Contacts and deals sync bi-directionally between Salesbuildr and HubSpot CRM.
- Deal stages update automatically as quotes move through your pipeline.
- New prospects added in Salesbuildr create or update HubSpot contacts.
Distributors: distributor pricing and availability
- 50+ distributor feeds across North America, the UK & Ireland, Benelux, and Australia & New Zealand.
- Distributor pricing and stock levels, refreshed hourly to daily depending on feed.
- Regional feeds include KPN RoutIT, LeaderCloud and Cloud Factory, alongside global partners like Pax8.
Agents & API. A public REST API with api-key auth and webhooks, for teams that want to build their own integrations or connect agents to Salesbuildr data.
See the API →Frequently Asked Questions
Common questions about connecting Salesbuildr to your other tools.
Can I connect another PSA or tool, such as SuperOps?
Salesbuildr has native integrations with Autotask, ConnectWise Manage, Halo and HubSpot. Other tools can be connected through the Salesbuildr API. The API reference lists the entities the API exposes and the webhooks you can subscribe to.
Do you integrate with accounting software like Xero, QuickBooks or Exact?
There’s no built-in integration with accounting systems. You can use the Salesbuildr API to push and pull information, or use webhooks to send data to endpoints in other applications. The API reference lists the entities the API exposes and the webhooks available.
Ready to connect your stack?
See how Salesbuildr syncs with your PSA, CRM and distributors on a call with our team.
Book a demo