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.

Schedule Your Integration Discovery Call See Integration Recipes

98.5%

Client Retention

300+

Platforms Integrated

20B+

Fields Synced Annually

HubSpot Diamond Partner

Get Your Free HubSpot Consultation + Claim The 2026 CRM Growth Playbook Instantly for FREE

Discover how top companies use their CRM to power marketing, sales & growth. No spam. No sales pitch. Just expert insights from certified HubSpot professionals.

🎁Bonus: Submit the form to Instantly download The 2026 CRM Growth Playbook for highest ROI
(Offer valid for Limited Time Only)

HubSpot Diamond Partner · Built for complex stacks

Calculate Your HubSpot Integration Cost

HubSpot’s app marketplace covers templated connections. ERPs, custom objects, legacy databases, and real-time bi-directional sync at scale are where we live. Every estimate below is scoped by Diamond Partner engineers who’ve already shipped your edge case.

Priced to your real scope

Two objects or twelve. One-way or two-way. Pricing scales with the actual work, never a flat-fee package padded for the average customer.

From $3,450 setup

Built by the team that quotes it

The senior engineers scoping your build are the same ones writing the field mappings, custom logic, and error handling. That’s why 98.5% of clients stay past year one.

98.5% client retention

Pattern-matched from 300+ builds

ERPs, billing platforms, legacy CRMs, custom databases — the data transformation patterns your team would burn weeks figuring out, we’ve already shipped to production.

300+ platforms · 20B+ fields

Standard on every build

Every estimate already includes all six

Bi-directional sync

One-way or two-way, built to your data flow

Granular field mapping

Every property mapped, validated, tested

Real-time + scheduled

Instant triggers and batched syncs together

Custom sync logic

Your business rules, written into the build

Error handling

Monitoring, alerts, retry logic baked in

Year 1 continuity

License, maintenance, ongoing support

Skip the quote chase

Build your estimate

60-second ballpark · 30-minute call for firm pricing · No back-and-forth

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.

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

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.

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.'

Schedule a Consultation

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

Schedule Your Integration Discovery Call

HubSpot Is the Platform. We Make It Perform

Why Businesses Trust Integrate IQ for a Smarter HubSpot Experience

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.