Native PSA sync, one PSA, signed proposals flowing back
Connect HaloPSA, Autotask, or ConnectWise Manage so companies, contacts, products/inventory, opportunities, and contracts/agreements stay aligned, and accepted proposals continue into the PSA. Only one PSA is active at a time.
Illustrative dashboard · your data will vary
Why this step matters
Native Autotask, ConnectWise, Halo
Companies, contacts, products/services, opportunities, and contract/agreement paths documented per PSA.
Accepted quotes continue into the PSA
Won commercial detail creates or updates contracts/agreements according to your PSA setup.
One PSA active
Integrations are exclusive, pick the PSA your tenant runs.
Issues you can see and retry
PSA sync issues surface under Settings → Tools → Issues when something needs attention.
In Salesbuildr
- Connect your PSAComplete Autotask, ConnectWise, or Halo setup for the tenant.
- Initial sync and ongoing updatesCompanies, contacts, and catalog entities sync per each PSA’s schedule and webhooks, not every entity is realtime.
- Sell in SalesbuildrQuotes and opportunities stay linked while sellers propose.
- Accept and pushSigned proposals flow back; recurring lines can become PSA contracts/agreements.
Sync is native and PSA-specific, not universal realtime two-way sync for every object. Autotask opportunities, for example, do not use a realtime webhook for every update.
Help center: About Salesbuildr 5139109 · Integrations 7035114 · PSA Sync Issues 1584747
See sync on your PSA
Bring Autotask, ConnectWise, or Halo context, we show what syncs on which cadence.