Enrich HubSpot with Customer Insights

For B2B companies who want to grow more smartly, Tally Street boosts sales and marketing by generating customer insights and sending them to HubSpot. Customer segmentation, lifetime value, sales history, churn risk, payment performance and more insights come from automated analysis of actual sales and payment transactions in QuickBooks Online, QuickBooks Desktop/Enterprise, Sage Intacct and Xero.

Keep Everyone on the Same Page

Align finance, sales and marketing by automatically sending actual customer sales and payment insights to HubSpot. Tally Street analyzes your most accurate sales and payment records – whether they’re created in HubSpot or your accounting system –- and distributes the results via reports, spreadsheets and HubSpot.

20 New Account-Level Fields

New account-level fields are automatically created and available for smarter lists, triggering workflows, surveying customers and more. New fields include acquisition date, LTV, sales rank, 3-year sales history, months since most recent sale, payment history, outstanding and overdue balances, and more.

Zero-config Integration with QuickBooks, Xero and Sage Intacct

Accounting administrators can connect Tally Street to QuickBooks, Xero or Sage Intacct in as little as 30 seconds. The integration is read-only, nothing is ever changed in the accounting system. Analyses and reports are available minutes later and sent to HubSpot.