Two-Way Contact Sync

Contacts created or changed in HubSpot appear in your accounting or field service software, and the other way round. Existing contacts are matched by email, then phone, so nothing is duplicated. A company, phone or address you clear is cleared on both sides, and you choose which system leads when both changed.

Invoices in step with Your Books

Invoices travel both ways between HubSpot and your accounting software, on the right contact, with the same lines and total. Status only moves forward: sent is open, paid is paid, voided is voided, and a settled invoice is never reopened. You pick when an invoice travels: when created, sent, overdue or paid.

Payments that mark Invoices Paid

Paid in your accounting software, fully or in part? The HubSpot invoice gets a payment for exactly the amount newly paid, so HubSpot marks it paid once nothing is due. An invoice paid in HubSpot becomes a payment in your books, and a payment never lands twice.

Won deals become draft invoices

The moment a deal is won in HubSpot, a draft invoice is made in your accounting software for the same contact, dated the day it was won, for the deal amount. Nothing reaches your customer until you send it. Optionally, once that invoice is paid, the deal moves to a won stage you pick, such as Paid.

Won deals become jobs in the field

HubSpot deals become jobs in your field service software and projects in your photo app, for the same client, and open deals can arrive as requests first. Pick which deals travel, for example only won ones. A lost deal is never created, and a job made from a deal links back to its request.

Quotes from your books become Deals

A quote sent from your accounting software creates a HubSpot deal for the same contact in your first pipeline, with the quote total as the amount. The deal then follows the quote: accepted moves it to won, declined or expired to lost. Draft quotes never travel.

Paying customers marked Customer

When your other software says a contact pays, the HubSpot contact moves to lifecycle stage Customer, so your lists and workflows know who bought. It only moves forward: a contact already at Customer, Evangelist or a stage you added is left alone. You can also send only customers or only leads.