HubSpot Integration with Invoicing and ERP Systems
Quotes, invoices and payments move between HubSpot and your finance system without anyone retyping data.
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- engagementProject
- productRevenue Hub
The problem this solves
A rep closes a deal in HubSpot, and the bookkeeper types the same data into the invoicing tool again. Now and then the amounts don’t match, and finance has to track down the difference at month-end close.
How I work
Before the first connection, I draw a data map. It shows which HubSpot event creates what in your invoicing tool or ERP, which system owns each field and when data flows back to HubSpot. Sales and finance approve the map.
I check for an existing integration first. Where there is none, or it doesn’t cover your case, I connect the systems through the API in Make or custom code (Node, Python, AWS). Every write carries a key, so a retry never books a payment twice. The integration starts from a cutoff date, so old invoices don’t get pulled in. If the sync stops, the person you choose gets an alert with steps to take. I train your finance contact to read the sync log.
What you get
- A quote-to-payment data map approved by finance
- Sync of quotes, invoices and payments with your invoicing tool or ERP
- Protection against duplicate records
- An alert and instructions for when the sync stops
- A sync log
- Documentation and code that stay with you
What usually goes with this service 2
HubSpot Payment Links and Invoices
Customers pay by card from a link or an invoice, and payment status shows on the company and deal.
Learn more
HubSpot Subscriptions and Recurring Payments
Every subscription in HubSpot has a plan, amount and renewal date, and the account manager gets a task before renewal.
Learn moreLet’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.