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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98.5%

Client Retention

300+

Platforms Integrated

20B+

Fields Synced Annually

HubSpot Diamond Partner

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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.

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.

Kathleen Rush

Manager, Strategic Partner Development Team at HubSpot

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.

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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Check Out Our Case Studies

How Integrate IQ Helped an Elder Care Nonprofit Unify Operations with a Salesforce Route4Me Integration

How Integrate IQ Helped a 60-Year Staffing Leader Unify Operations with a HubSpot – Avionté Integration

How a 95-Year Financial Institution Accelerated Loan Processing with Integrate IQ

How a Lawn & Tree Care Leader Unified Systems and Scaled Smarter with Integrate IQ

How a Northwest Construction Supplier Unified Sales Data with Integrate IQ

How a Premium Dog Care Brand Unleashed Growth with Integrate IQ

How a Leading Lawn Care Company Streamlined Operations and Grew Smarter with Integrate IQ

Trusted by Leaders, Proven by Results

Trusted by High-Growth Companies

See why leaders at scaling companies partner with Integrate IQ's experts.

I've been working with Integrate IQ for over 2 years now. We've had several outside systems that we wanted integrated with our HubSpot instance. From project planning and scoping, through build, and after deployment support, the team at Integrate IQ has been exemplary to work with. They've delivered on all commitments, helped established reasonable time frames for deliverables, and kept lines of communication open.

Marohn, M

We've partnered with Integrate IQ for over five years to develop integrations between our complex and not-so-widely-known ERP. They understand HubSpot's strengths, weaknesses and limitations, and are able to easily adapt to our evolving needs. They had an ownership change a few years ago, but that did not impact their expertise/service. We really appreciate our relationship with IIQ and recommend them to anyone looking to embed HubSpot deeper into their organization's systems.

Craychee, A

Integrate IQ has been great to work with! As someone who can be intimidated when things get too technical, they made the process of outlining our integration very approachable and understandable. They're great to work with and built the integration that we asked for, and then continued to work with us to fine-tune the tool over time as we figured out exactly what we needed.

Lauren Little

Integrate has been fantastic to work with. They helped us implement our CRM, design a framework for our pipeline that works perfectly and they built out an integration between HubSpot and Netsuite which allows our data to flow seamlessly. They've been an invaluable partner in our growth.

Whipple, M

We worked with Integrate IQ on a complex integration and now we have a fantastic solution that makes HubSpot work even better!

Ben Donahower

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HubSpot Is the Platform. We Make It Perform

Why Businesses Trust Integrate IQ for a Smarter HubSpot Experience

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.