QuickBooks

Use HubSpot to trigger SMS, push notifications and in-app notifications.

(Integration Overview)

HubSpot Integrations >> Integrations >> QuickBooks

QuickBooks by Invise - Integration Overview

HubSpot Integration with QuickBooks

The QuickBooks HubSpot integration is primarily made for companies working in North America who want to use QuickBooks, a leading accounting software, together with HubSpot's CRM capabilities. The seamless connection between the two platforms work in symbiosis where HubSpot handles customer relationships and marketing logic, QuickBooks takes care of financial data, creating a well-rounded solution for businesses of all sizes.

This integration empowers HubSpot to cater beyond its standard CRM features by offering financial insights, especially valuable for B2B, B2C, SaaS, and retail companies.

Integration Features

Effortless financial data synchronization

Link your HubSpot contacts, deals, and companies with your QuickBooks records, providing a complete view of your customers financial information alongside their marketing interactions.

360-degree insight into customer interactions

Avoid fragmented data by keeping both financial and marketing-related customer information within HubSpot's CRM. Use the consolidated insights to make informed decisions and provide targeted, personalized experiences.

Streamlined billing and invoicing

Generate invoices, estimates, and receipts directly in HubSpot using QuickBooks data. Ensure you bill the right client and offer a seamless payment experience.

Real-time data and reporting

HubSpot, in combination with QuickBooks, offers up-to-date financial information, enabling your sales and marketing teams to monitor customer payments, overdue balances, and sales performance data in real-time.

Ready? Let's do it!

We'll help you define, quote and implement the integration you want - even if it's not listed here!

What we need from you in order to provide the best possible follow-up is that you try to answer these questions as best you can:

Which systems do you want to integrate?
Which use cases should be supported?
What are must-haves and what are nice-to-haves?
How much data flow are we talking about approximately?
Does the synchronization have to be in real time or is a daily update sufficient?
Do you want us to take responsibility for the entire work, or do you want us as a senior advisor?
Do you have an existing integration platform or is there something else we should know about?

If you don't know the answer to one or more of the questions above, no problem - we will help you develop a good requirement specification!