PSA
HaloPSA integration
Reads your client list, agreements and ticket subjects (never the ticket text) to find what each client is missing. View-only.
Setup steps are for connected customers — sign in to read them.
What we find in HaloPSA
Clients, agreements, ticket themes, seat drift.
Every finding lands on your Client Upsell board as a named client with a number beside it — not a report you have to read.
What the HaloPSA connection does
Read — powers Client Upsell
Read your clients' stack
The anchor. Client list, agreements, and ticket metadata — never ticket bodies.
Deliver — powers Lead Signals
Receive new Lead Signals
Each signal you send becomes a company, contact and deal — created once, updated on a re-send, never duplicated. No amount is written: we don't know the deal's value and won't put a made-up number in your forecast.
Sync — for Growth Machine clients
Two-way sync with The Growth Machine
Contacts, companies and opportunities stay matched both ways. Your PSA owns names and companies; The Growth Machine owns phone numbers and always owns marketing consent. It starts with a preview run, and it never deletes a field. It uses the same key you connect here — set to 2-way — so you only enter it once.
HaloPSA integration — common questions
- What does the HaloPSA integration read?
- Reads your client list, agreements and ticket subjects (never the ticket text) to find what each client is missing. View-only.
- What does MSProspector find in HaloPSA?
- Clients, agreements, ticket themes, seat drift.