HubSpot Diamond Solutions Partner
HubSpot & Exact Integration: Bridge Finance and Sales for Growth
Unify your front and back office. Automatically sync customers, invoices, and sales orders to eliminate data silos and accelerate revenue recognition without the administrative headaches.
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Maximize Exact for GTM Teams
Turn Sales Wins into Financial Accuracy Exact is the backbone of your business operations, but sales data often lives on an island. Integrating with HubSpot ensures that every closed deal flows instantly into your financial records. This reduces administrative lag and ensures your finance team works with clean, validated data from the start.
Automated Order Entry: Turn HubSpot closed-won deals immediately into sales orders or invoices in Exact, eliminating manual re-keying errors.
Streamlined Onboarding: Create new debtor/customer accounts in Exact automatically when a prospect converts in HubSpot, complete with VAT and address details.
Inventory Visibility: Give sales teams access to real-time stock levels stored in Exact directly within their deal views, preventing over-promising.
Turn Sales Wins into Financial Accuracy Exact is the backbone of your business operations, but sales data often lives on an island. Integrating with HubSpot ensures that every closed deal flows instantly into your financial records. This reduces administrative lag and ensures your finance team works with clean, validated data from the start.
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.
Supercharge HubSpot with Financial Clarity
Fuel Sales Confidence with Invoice Data HubSpot is great for opening relationships, but it needs financial context to maintain them. By injecting Exact data into HubSpot, you give sales and support teams full visibility into invoice status and customer lifetime value without needing access to the accounting software.
Smart Collections: Trigger automated payment reminders from HubSpot sequences based on "Overdue" invoice statuses synced from Exact.
360-Degree View: View order history, credit limits, and current invoice status directly on the HubSpot contact record to inform upsell conversations.
ROI Reporting: Attribute actual revenue (paid invoices) back to specific marketing campaigns rather than relying on estimated deal values.
Fuel Sales Confidence with Invoice Data HubSpot is great for opening relationships, but it needs financial context to maintain them. By injecting Exact data into HubSpot, you give sales and support teams full visibility into invoice status and customer lifetime value without needing access to the accounting software.
Flexible 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
Our architecture ensures your financial data remains compliant and accurate while giving sales the speed they need.
- Bi-Directional & Uni-Directional Sync: Push won deals to Exact for invoicing, and pull payment status back to HubSpot for visibility.
- Real-time & Scheduled Syncs: Trigger order creation instantly, or sync product catalogs and price lists nightly to keep systems aligned.
- Custom Sync Logic & Triggers: Only sync companies marked "Credit Approved" or create orders only when a deposit is verified.
- High-Volume Data Handling: Reliable processing for high transaction volumes ensuring your month-end close is never disrupted by sync errors.
Object & Field Mapping
Ensure your teams are speaking the same language. We map the critical data points that drive your business.
HubSpot
Exact
- Companies
- Contacts
- Deals (Pipelines)
- Products
- Quotes
- Accounts / Debtors
- Contacts
- Sales Orders / Invoices
- Items / Articles
- Quotations
- Companies Accounts / Debtors
- Contacts Contacts
- Deals (Pipelines) Sales Orders / Invoices
- Products Items / Articles
- Quotes Quotations
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
We can route data from specific HubSpot pipelines or company properties to the correct Exact administration. This ensures multi-entity businesses keep their ledgers distinct and accurate.
Yes. We map HubSpot properties to specific Exact VAT codes and General Ledger (G/L) accounts to ensure every transaction is compliant and lands in the correct financial bucket.
Absolutely. We can perform a historical load to populate HubSpot with past invoice history, giving your sales team a complete picture of customer value from day one.
We can configure the sync to update the corresponding contact in Exact, or block updates if you prefer Exact to be the master record for billing details.
Ready to Align Your Ledgers and Leads?
Don't let manual data entry become your growth bottleneck. Whether you need automated invoicing or better sales visibility, we ensure your systems work in harmony. Let's build a solution that fits your workflow.
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