Why HubSpot?
If you are running a business, you know that managing invoices can be a time-consuming and tedious task. The process of creating, sending and tracking invoices can take up valuable time that could be better spent on growing your business. That is where integrating your invoice software with HubSpot can make a difference.
From improved efficiency and time savings to enhanced customer relationship management and simplified bookkeeping, the advantages are clear. By streamlining your invoicing process and gaining financial insights, you can focus on what matters most — growing your business.
Our HubSpot API connector
Our HubSpot API connector enables real-time integration between HubSpot and Invoice Office. By using this connector you can synchronise your customers in HubSpot with your customers in Invoice Office.
This saves you a lot of time and effort, because you do not need to manually enter the same data in two different applications. Another strong point is that reducing human involvement minimises errors: with the HubSpot APIs you only need to input data once, and the connector does the rest.
The connector helps sales teams collect information about their customers and create invoices, quotes and other document types using our document and document design solutions.
How to integrate your HubSpot account with Invoice Office
First, create an account on the HubSpot platform — it provides you with an API key. Then open the Invoice Office panel and follow these steps:
- Go to Settings → Integration connectors.
- Find Hubspot in the list and switch its toggle on, which enables the integration.
- Click Settings to open a pop-up, and enter the API key and syncing type provided by HubSpot.
You can enable or disable the HubSpot integration at any time with the same toggle.
For the full setup — including the sync direction options, the webhook that makes updates live, and exactly which fields come across — see Integrate your HubSpot account with Invoice Office.