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.
Sample Integration Use Case
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.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
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.
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
HubSpot
Connect to deals, contacts, and companies using REST API with field mapping and write support.
Learn MoreQuickBooks
Work with customer, invoice, and payment records using supported API access with full field control.
Learn MoreAccess 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
HubSpot Integration Scenarios
View data integration scenarios supported by our solutions. Each example shows how our
components connect enterprise platforms and services to support practical business processes.
More Data Integration Use Cases
See more use cases across databases,
enterprise systems, and supported application platforms.