Halo PSA + HubSpot
Bridge your service desk and sales operations seamlessly. Sync tickets, contracts, and client data between HaloPSA and HubSpot — empowering your sales team with service insights, automating client communications, and giving you a unified view of every customer relationship from prospect to long-term support.
Halo PSA connected to HubSpot
- Your Halo PSA account connects to HubSpot, syncing service desk and CRM data across your whole team
- Won deals in HubSpot convert into Halo tickets or projects automatically — no manual handover required
- Service escalations in Halo alert account teams in HubSpot so they can act before clients complain
Mapping your service data and flows
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- Ticket status, SLA performance, and resolution data are mapped to the HubSpot contact and company timeline
- Contract and renewal data from Halo is linked to HubSpot deals, supporting proactive account management
- Custom fields map across both platforms so specialist service data is never siloed
Configuration complete
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- Every ticket and service record is visible alongside the right HubSpot contact from day one
- Support teams see full commercial context before every interaction — contract value, deal history, account tier
- Account managers spot renewal and upsell opportunities earlier using live service performance data
HubSpot Custom Integrations
Accredited
Technical digital projects require skill and experience to deliver on time & on budget. We have a track record of both.
Quality assured, by HubSpot and ISO
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