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.

QuickBooks ToolkitHubSpot Toolkit

QuickBooks with HubSpot Integration

Sample Integration Use Case

Sync Invoices and Customer Records Between QuickBooks and HubSpot

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.

  • Customer and Invoice Data Extracted from QuickBooks: Based on update timestamp or payment status

  • ETL Workflow Maps Fields to HubSpot: Transform customer details and financial attributes to align with CRM records

  • Records Synced with HubSpot Contacts and Deals: Enables personalized campaigns and informed sales follow-ups

Get Expert Help 

Developed for Complex Enterprise Workloads

Our Solutions Are Built to Support
Advanced Data Workflows Across Systems

Browse Products View All Solutions

Align Financial and CRM Systems for Better Engagement

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.

Support Personalized Messaging Based on Financial Insights

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

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

 Learn More  Purchase

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.

Integrate QuickBooks with Microsoft Dynamics
Integrate QuickBooks with Microsoft Dynamics
Integrate QuickBooks with NetSuite
Integrate QuickBooks with NetSuite
Integrate QuickBooks with PayPal
Integrate QuickBooks with PayPal
Integrate QuickBooks with Sage
Integrate QuickBooks with Sage
Integrate QuickBooks with Salesforce
Integrate QuickBooks with Salesforce
Integrate QuickBooks with Shopify
Integrate QuickBooks with Shopify
Integrate QuickBooks with Square
Integrate QuickBooks with Square
Integrate QuickBooks with Stripe
Integrate QuickBooks with Stripe
Integrate QuickBooks with WooCommerce
Integrate QuickBooks with WooCommerce
Integrate QuickBooks with WordPress
Integrate QuickBooks with WordPress
Integrate QuickBooks with Xero
Integrate QuickBooks with Xero
Integrate QuickBooks with Zoho Books
Integrate QuickBooks with Zoho Books

More Data Integration Use Cases

See more use cases across databases,
enterprise systems, and supported application platforms.

Database Connections Use Cases
Database Connections
SSIS Integration Toolkit for Directory Services Use Cases
Directory Services
SSIS Integration Toolkit for Microsoft Dynamics 365 Use Cases
Dynamics 365
SSIS Integration Toolkit for Microsoft Dynamics GP Use Cases
Dynamics GP
SSIS Integration Toolkit for Microsoft Dynamics SL Use Cases
Dynamics SL
SSIS Integration Toolkit for HubSpot Use Cases
HubSpot
SSIS Integration Toolkit for Marketo Use Cases
Marketo
SSIS Integration Toolkit for NetSuite Use Cases
NetSuite
SSIS Integration Toolkit for Oracle CRM On Demand Use Cases
Oracle CRM On Demand
SSIS Integration Toolkit for Oracle Marketing Cloud Use Cases
Oracle Marketing Cloud
SSIS Integration Toolkit for Microsoft Project Server Use Cases
Project Server
SSIS Integration Toolkit for Salesforce Use Cases
Salesforce
SSIS Integration Toolkit for SAP Use Cases
SAP
SSIS Integration Toolkit for Microsoft SharePoint Use Cases
SharePoint
SSIS Integration Toolkit for Team Foundation Server Use Cases
Team Foundation (DevOps) Server

Easily Solve Your Data Integration
and Migration Problems

Experience why thousands of businesses across 100+ countries trust KingswaySoft for reliable data connectivity and integration solutions.

Contact Us