Integrate HubSpot
with QuickBooks

Data Solutions

Connect HubSpot with QuickBooks to simplify the flow of customer and financial data between sales and accounting. With KingswaySoft’s ETL-based integration, you can move records across platforms to support invoicing, payment tracking, and customer management using automated workflows.

HubSpot ToolkitQuickBooks Toolkit

HubSpot with QuickBooks Integration

Sample Integration Use Case

Create QuickBooks Customers from HubSpot Deals

Create QuickBooks Customers from HubSpot Deals

Your sales team uses HubSpot to manage deals, while your finance team works in QuickBooks to handle billing. When a deal closes, ETL workflows extract contact and company data from HubSpot and deliver it into QuickBooks to generate a new customer record for invoicing and account setup.

  • Deal and Contact Data Extracted from HubSpot: Includes customer name, email, deal amount, and company info

  • ETL Workflow Maps Fields for QuickBooks Structure: Records are formatted to meet QuickBooks customer requirements

  • Customer Created or Updated in QuickBooks: Enables finance to generate invoices and track billing activity

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Developed for Complex Enterprise Workloads

Our Solutions Are Built to Support
Advanced Data Workflows Across Systems

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Reduce Manual Handoff Between Sales and Finance

Reduce Manual Handoff Between Sales and Finance

Delivering HubSpot data to QuickBooks eliminates the re-entry of information and speeds up the billing cycle.

Improve Accuracy and Customer Visibility Across Teams

With connected records, your sales and finance teams can track customer activity and payment status more effectively.

Improve Accuracy and Customer Visibility Across Teams

Aligned Data and Improved Workflows

Deliver HubSpot contact and deal data to QuickBooks for streamlined billing and account management.

Scenario Data Movement Business Outcomes
Create QuickBooks customer from closed deal HubSpot → QuickBooks Start invoicing without duplicate data entry
Update billing contact info in QuickBooks HubSpot → QuickBooks Keep customer details consistent across systems
Deliver deal amount for invoicing HubSpot → QuickBooks Automate invoice creation tied to deal value
Track invoice status in HubSpot QuickBooks → HubSpot Keep sales informed on payment status
Match closed deals to accounts HubSpot ↔ QuickBooks Improve financial visibility in CRM

System Compatibility

Integration Tools Built for Each System

Access the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.

Comprehensive Integration Solution
Using Our SSIS Ultimate Edition

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