Integrate QuickBooks
with HubSpot
Data Solutions
Connect QuickBooks with HubSpot to unify your financial records with marketing and sales activities. With KingswaySoft’s ETL-based integration, you can sync customer and transaction data between both systems to enhance visibility and improve lead-to-cash workflows.
Sample Integration Use Case
Sync Invoices and Customer Records Between QuickBooks and HubSpot
Your business tracks financial transactions in QuickBooks and manages contacts and campaigns in HubSpot. You want to ensure that account managers and marketing teams have access to the most current billing and customer data.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
Align Financial and CRM Systems for Better Engagement
Ensure your sales and marketing teams are always working with the most up-to-date customer information, improving outreach and minimizing duplicate records.
Support Personalized Messaging Based on Financial Insights
Push invoice history or payment status to HubSpot for segmentation, nurturing, or account reviews.
Aligned Data and Improved Workflows
Bridge CRM and accounting data to improve lead nurturing, reporting, and customer management.
| Scenario | Data Movement | Business Outcomes |
|---|---|---|
| Sync customer records | QuickBooks → HubSpot | Keep contact details and status aligned |
| Import invoice history | QuickBooks → HubSpot | Provide financial insights for sales and support |
| Update deal stages from payments | QuickBooks → HubSpot | Reflect revenue progress within CRM workflows |
| Send new leads to accounting | HubSpot → QuickBooks | Automate contact creation in QuickBooks |
| Track overdue accounts | QuickBooks → HubSpot | Notify sales teams to follow up on late payments |
System Compatibility
Integration Tools Built for Each System
QuickBooks
Exchange financial and transactional data using support for invoices, customers, vendors, and accounts.
Learn More
HubSpot
Connect with contact, company, deal, and engagement records using native API access and flexible configuration.
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
QuickBooks 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.
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More Data Integration Use Cases
See more use cases across databases,
enterprise systems, and supported application platforms.
Database Connections
Directory Services
Dynamics 365
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
Salesforce
SAP
SharePoint
