HubSpot Diamond Solutions Partner
HubSpot & Brex Integration: Unify Corporate Spend with Revenue Growth
Connect your financial operating system with your CRM to automate expense attribution and track real-time deal profitability.
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Modernize Spend Control with AI
Brex is the AI-powered spend platform that unifies cards, expenses, and travel for global companies. By integrating Brex with HubSpot, you bring financial discipline to your Go-to-Market teams, ensuring that the freedom to spend is matched with the accountability of automated reporting.
Real-Time Expense Tracking: Capture receipts and categorize transaction data the moment a card is swiped, reducing month-end closing time from days to hours.
Global Spend Management: Issue virtual cards to international sales teams instantly, with built-in controls that respect local currencies and compliance rules.
Automated Policy Enforcement: Block out-of-policy transactions before they happen, ensuring your sales team stays within budget for client entertainment and travel.
Brex is the AI-powered spend platform that unifies cards, expenses, and travel for global companies. By integrating Brex with HubSpot, you bring financial discipline to your Go-to-Market teams, ensuring that the freedom to spend is matched with the accountability of automated reporting.
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.
Contextualize Spend for Revenue Teams
HubSpot is excellent at tracking top-line revenue, but it often misses the "cost of sale" context. Integrating with Brex ensures that your CRM reflects the true cost of acquiring and retaining customers, allowing for precise ROI calculations on events, travel, and ad spend.
Deal-Level Profitability: Sync travel and entertainment expenses from Brex directly to HubSpot Deals (via Custom Objects) to see the actual margin of every closed contract.
Campaign ROI Tracking: Map marketing card spend to HubSpot Campaigns, giving you a real-time view of ad spend versus revenue generated without waiting for finance reports.
Vendor Management: Automatically create or update Company records in HubSpot when a new vendor is paid via Brex, keeping your CRM database comprehensive.
HubSpot is excellent at tracking top-line revenue, but it often misses the "cost of sale" context. Integrating with Brex ensures that your CRM reflects the true cost of acquiring and retaining customers, allowing for precise ROI calculations on events, travel, and ad spend.
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 analytical needs, filtering specific "Sales & Marketing" transactions from Brex and mapping them to the correct CRM entities for actionable insights.
- Bi-Directional & Uni-Directional Sync: Push approved vendor lists from HubSpot to Brex, or pull transaction details back into HubSpot for budget tracking.
- Real-time & Scheduled Syncs: Utilize webhooks for instant transaction logging while scheduling heavy historical data reconciliations for off-peak hours.
- Custom Sync Logic & Triggers: Filter syncs based on Department (e.g., "Sales Only") or GL Codes, ensuring your CRM isn't cluttered with irrelevant operational expenses.
- High-Volume Data Handling: Efficiently process thousands of monthly transactions and receipt attachments without hitting API rate limits or slowing down your instance.
Comprehensive Object and Field Mapping
We ensure every piece of critical data, standard or custom, has its place in your connected Hubspot Brex ecosystem.
HubSpot
Brex
- Companies (Vendors)
- Custom Objects (Expenses)
- Deals (Budget)
- Marketing Campaigns
- Users / Cardholders
- Vendors / Merchants
- Transactions / Expenses
- Budgets / Limits
- Ad Spend Transactions
- Employees / Users
- Companies (Vendors) Vendors / Merchants
- Custom Objects (Expenses) Transactions / Expenses
- Deals (Budget) Budgets / Limits
- Marketing Campaigns Ad Spend Transactions
- Users / Cardholders Employees / Users
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.
Pragmatic Innovation
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.
The Expert You Call
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 implement logic where sales reps tag transactions in Brex with a "Deal ID" or "Project Code," which our integration then uses to route that expense to the correct HubSpot Deal record.
Absolutely. We can sync Brex Budget utilization data to HubSpot dashboards, allowing sales leaders to see how much of their T&E budget remains for the quarter directly within the CRM.
Yes. We can sync the URL of the receipt image or the attachment itself from Brex into a HubSpot custom object or note, creating a central audit trail for client-billable expenses.
We can build a workflow where a specific "Deal Stage" (e.g., "Event Approved") in HubSpot triggers a request for a new virtual card in Brex with a pre-set limit.
Brex handles the conversion, and we sync both the original transaction amount and the reporting currency amount to HubSpot, ensuring your revenue teams see the numbers that match their quotas.
Ready to Connect Spend with Strategy?
Don't let your financial data live in a silo separate from your growth engine. Let's build a bridge between Brex and HubSpot that gives you total visibility into the cost of revenue.
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