QuickBooks Online
Convert HubSpot deals into QuickBooks invoices and estimates instantly
Requisiti
Piano HubSpot Autorizzazioni dell'account HubSpot - Visualizza le autorizzazioni dell'account richieste
Abbonamento QuickBooks Online - Piani Basic, Premium o Custom
Panoramica
1/8 - QuickBooks Online
Integrate QuickBooks with HubSpot – Seamlessly Sync CRM with Accounting
Seamlessly connect HubSpot with QuickBooks to eliminate repetitive tasks.
Create invoices and estimates directly from HubSpot deals with Cloudify’s QuickBooks integration.
Sync customers, products, and deals automatically and eliminate repetitive data entry by integrating QuickBooks with HubSpot.
Fix sync errors instantly with one-click replay
Start your free trial with 15 credits today. Book a free 30-minute setup session and let our experts configure everything for you.
Cloudify’s HubSpot–QuickBooks integration eliminates repetitive data entry and streamlines billing. From the moment a deal is closed in HubSpot, invoices or estimates are created automatically in QuickBooks.
Finance teams save hours, sales teams gain visibility into payment status, and management gets real-time insights into financial performance — all inside HubSpot.
📊 No more double entries
⚙️ Custom rules for invoices and customers
🚀 Free onboarding and expert support
💸 Results from day one
Funzionalità
Automatic Deal-to-Invoice/Estimate Creation: Save Time & Money
🔹Create invoices and orders automatically as deals progress, with flexible triggers for multiple pipelines. 🔹Watch your documents sync automatically and check QuickBooks invoice/order status directly in your deals.
HubSpot Workflow Actions: Automate Your Business Processes
🔹 Leverage HubSpot's workflow engine to automate your entire QuickBooks integration. 🔹 Design custom workflows for different business processes and create specialized rules for different customer segments.
Instant Financial Updates at Your Fingertips
🔹 Display up-to-date QuickBooks booked invoice data directly in HubSpot. 🔹 Access comprehensive financial metrics and payment tracking without switching platforms.
Instant Notifications: Never Miss a Critical Update or Sync
🔹 Stay on top of every sync action with automatic notification notes in HubSpot. 🔹 Receive detailed success messages with QuickBooks information and clear error explanations.
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Personalised Onboarding and Support
🔹Benefit from our expertise in complex invoicing scenarios and diverse business requirements. 🔹Book a free session where we configure the app together, ensuring it's ready to go from day one.
Funzionalità dell'app
Dati condivisi
Customer Fields | ||
Customer Number | ||
Customers | ||
Estimate Fields | ||
Estimates | ||
Estimates | ||
Estimates | ||
Invoice Fields | ||
Invoices | ||
Invoices | ||
Invoices | ||
Line items |
Recensioni
- 30 set 2025
L'interfaccia pulita e ordinata garantisce risultati eccellenti
Molto bene, grazie
Pulito e ordinato
Young, N.
- 26 ago 2025
La migliore decisione che abbiamo preso per la gestione delle fatture
Utilizziamo QuickBooks con HubSpot da un po' di tempo e, onestamente, ha reso il lavoro quotidiano molto più semplice. Prima il nostro team era costretto a fare inserimenti manuali e a ricontrollare costantemente le fatture. Ora, non appena un accordo viene chiuso in HubSpot, la fattura viene creata in QuickBooks senza che nessuno alzi un dito.
Reporting e approfondimenti affidabili per un migliore processo decisionale
Sparrow, J.
Prezzi
Basic
15 USD
/meseEssential features for small teams
Unlimited customer sync between HubSpot and QuickBooks
Real-time financial data updates in HubSpot
Custom rules for customer creation in QuickBooks
Instant notifications for all sync actions
Does not include invoice/estimate creation functionality.
Basic
15 USD
/meseEssential features for small teams
Unlimited customer sync between HubSpot and QuickBooks
Real-time financial data updates in HubSpot
Custom rules for customer creation in QuickBooks
Instant notifications for all sync actions
Does not include invoice/estimate creation functionality.
* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 31/07/2025
Maggiori informazioni
Creazione di - Cloudify
Installazioni - PIù di 80 installazioni
Categorie Lingue in cui è disponibile questa app Inglese
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