HubSpot Diamond Solutions Partner
HubSpot & AvidXchange Integration: Automate Payables for Revenue Teams
Connect your Accounts Payable automation engine with your CRM to streamline vendor management and commission payouts.
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Master Accounts Payable with Automation
AvidXchange frees your team from the paper chase of traditional AP, offering a secure, digitized way to manage invoices and payments. By integrating with HubSpot, you extend this financial clarity to your Go-to-Market teams, ensuring that vendor relationships and expenses are tracked alongside revenue.
Automated Invoice Capture: utilize OCR technology to digitize paper invoices and route them for approval, cutting processing costs by replacing manual data entry with intelligent automation.
Secure ePayments: transition 100% of your vendor payments to electronic methods, reducing fraud risk and ensuring suppliers are paid faster and more securely.
Purchase Order Matching: automatically match invoices to purchase orders (2-way or 3-way matching) to uncover discrepancies before payment is authorized.
AvidXchange frees your team from the paper chase of traditional AP, offering a secure, digitized way to manage invoices and payments. By integrating with HubSpot, you extend this financial clarity to your Go-to-Market teams, ensuring that vendor relationships and expenses are tracked alongside revenue.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Enrich Your CRM with Financial Intelligence
HubSpot is excellent for tracking income, but it often lacks visibility into the costs associated with delivering that revenue. Integrating with AvidXchange ensures that your sales and ops teams have a complete view of vendor status and project expenses without needing a finance login.
Vendor Visibility: sync AvidXchange vendor profiles directly to HubSpot Companies, giving your team instant insight into supplier status and payment history.
Budget Tracking: correlate approved invoices from AvidXchange with HubSpot Deals or Projects to track actual spend against the sold budget in real-time.
Streamlined Onboarding: trigger a new vendor onboarding workflow in AvidXchange automatically when a "Supplier" type Company is created in HubSpot.
HubSpot is excellent for tracking income, but it often lacks visibility into the costs associated with delivering that revenue. Integrating with AvidXchange ensures that your sales and ops teams have a complete view of vendor status and project expenses without needing a finance login.
Flexible and Robust Sync Architecture
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
We build middleware that respects your unique logic, distinguishing between "Revenue Generating" contacts in HubSpot and "Expense Generating" vendors in AvidXchange to keep your data clean.
- Bi-Directional & Uni-Directional Sync: Push new vendors from HubSpot to AvidXchange, or write back payment status updates to CRM records for project managers.
- Real-time & Scheduled Syncs: Trigger immediate updates for new vendor creation while scheduling heavy invoice batch syncing for overnight processing.
- Custom Sync Logic & Triggers: Filter syncs based on "Vendor Type" or "Region," ensuring only relevant financial data enters your CRM.
- High-Volume Data Handling: Process thousands of invoice line items and historical payment records efficiently without hitting API rate limits.
Comprehensive Object and Field Mapping
We ensure every piece of critical data, standard or custom, has its place in your connected Hubspot Avidxchange ecosystem.
HubSpot
AvidXchange
- Companies (Vendors)
- Custom Objects (Invoices)
- Deals (Project Spend)
- Company Properties
- Attachments
- Vendors / Suppliers
- Invoices / Bills
- Purchase Orders
- Vendor Payment Terms
- Invoice Images / PDFs
- Companies (Vendors) Vendors / Suppliers
- Custom Objects (Invoices) Invoices / Bills
- Deals (Project Spend) Purchase Orders
- Company Properties Vendor Payment Terms
- Attachments Invoice Images / PDFs
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
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Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
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We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
Yes. We can treat affiliates as "Vendors" in AvidXchange and trigger payment workflows based on closed-won deal data in HubSpot, automating the commission payout process.
Absolutely. We can map HubSpot business units or territories to specific AvidXchange entity codes, ensuring that expenses are booked to the correct corporate ledger.
Yes. We sync the status (e.g., "Pending Approval," "Paid," "On Hold") from AvidXchange to a custom object or property in HubSpot, giving account managers visibility without leaving the CRM.
You can use a HubSpot form to collect new vendor details. Once approved internally, the integration automatically creates the vendor record in AvidXchange for finance verification.
Yes. By linking CRM activities (like signed contracts) with AP records (like payments), you create a robust digital audit trail that connects the agreement to the transaction.
Ready to Unify Your AP and CRM?
Your finance and sales teams should be allies, not strangers. Let's build a bridge between AvidXchange and HubSpot that secures your data, automates your payables, and gives you a clear view of your true margins.
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