HubSpot Diamond Solutions Partner
HubSpot & Invoiced Integration: Automate Accounts Receivable from the Deal Line
Bridge the gap between "Closed Won" and "Payment Received." This integration connects your sales activity directly to your billing engine, ensuring invoices are sent instantly, collections are automated, and your sales team never has to ask "did they pay?" again.
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Mastering the Cash Cycle
Invoiced handles the heavy lifting of getting you paid; this integration ensures that process starts the moment the ink is dry. By automating the transition from CRM deal to accounts receivable, you reduce Days Sales Outstanding (DSO) and eliminate the human errors that lead to disputed invoices.
Automated Collections: trigger Invoiced’s smart chasing sequences immediately upon invoice creation, ensuring polite but persistent follow-ups happen without manual intervention.
Frictionless Payment Portals: automatically generate and sync unique, secure payment portal links for every client, allowing them to pay via credit card, ACH, or wire with a single click.
Complex Billing Logic: seamlessly handle installment plans, milestone billing, or subscription models defined in HubSpot and translate them into accurate billing schedules in Invoiced.
Invoiced handles the heavy lifting of getting you paid; this integration ensures that process starts the moment the ink is dry. By automating the transition from CRM deal to accounts receivable, you reduce Days Sales Outstanding (DSO) and eliminate the human errors that lead to disputed invoices.
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.
Fueling Revenue Intelligence
HubSpot tracks the promise of revenue; Invoiced tracks the reality. Integrating them allows you to trigger marketing and sales actions based on actual cash flow. You move from assuming a customer is active to knowing exactly when their balance is settled.
Payment-Triggered Workflows: Launch "Thank You" emails or customer onboarding sequences in HubSpot the instant a payment is successfully processed in Invoiced.
Rep Visibility: Surface "Invoice Status" (Sent, Viewed, Paid, Overdue) directly on the HubSpot Deal timeline, empowering reps to help with collections on strategic accounts.
Credit Risk Monitoring: Automatically flag HubSpot Companies that have overdue balances in Invoiced, preventing sales reps from upselling accounts that are already in the red.
HubSpot tracks the promise of revenue; Invoiced tracks the reality. Integrating them allows you to trigger marketing and sales actions based on actual cash flow. You move from assuming a customer is active to knowing exactly when their balance is settled.
Flexible Data 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 architect a sync strategy that respects the detailed line items of your sales contracts while adhering to the strict accounting rules of your finance team.
- Bi-Directional & Uni-Directional Sync: We configure the flow to match your controls. We typically set a uni-directional flow of Deal data from HubSpot to Invoiced to generate bills, and a bi-directional flow of payment status back to HubSpot to keep the sales team informed.
- Real-time & Scheduled Syncs: Cash is king, and speed matters. We trigger real-time updates when an invoice is paid so access can be granted immediately, while using scheduled batches to sync customer address updates or tax exempt statuses to preserve API efficiency.
- Custom Sync Logic & Triggers: We filter the stream. We can build logic that only syncs Deals to Invoiced when they reach a specific stage (e.g., "Ready for Billing") and have all required tax fields populated, ensuring no incomplete invoices ever hit the finance queue.
- High-Volume Data Handling: Enterprise billing runs can be massive. Our architecture is designed to handle high-volume invoicing cycles—processing thousands of renewal invoices at the end of the month—without timing out or hitting HubSpot API rate limits.
Comprehensive Object & Field Mapping
We map the contract to the ledger. Below is a standard mapping tailored for accounts receivable automation, fully customizable to your billing needs.
HubSpot
Invoiced
- Contacts
- Companies
- Deals
- Line Items
- Custom Property (Payment Link)
- Deal Stage / Invoice Status
- Contacts
- Customers
- Invoices / Estimates
- Line Items
- Portal URL
- Status (Paid, Past Due)
- Contacts Contacts
- Companies Customers
- Deals Invoices / Estimates
- Line Items Line Items
- Custom Property (Payment Link) Portal URL
- Deal Stage / Invoice Status Status (Paid, Past Due)
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.
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Frequently Asked Questions
Yes. We can retrieve the public URL of the generated PDF from Invoiced and store it in a custom property on the HubSpot Deal, allowing sales reps to download and resend the invoice if requested by the client.
Absolutely. If a customer pays 50% of the invoice via the Invoiced portal, we update the "Amount Paid" and "Balance Due" fields in HubSpot, ensuring the rep sees the accurate financial standing.
We map HubSpot line item discounts and tax codes directly to the corresponding fields in Invoiced. We can also apply global tax rules within Invoiced based on the customer's shipping address synced from HubSpot.
Yes. We can configure a "Webhook" action in a HubSpot Workflow to trigger the integration. This allows for fully automated billing when a deal is moved to "Closed Won" or when a contract is signed via e-signature.
We map the "Payment Failed" event from Invoiced to the HubSpot Deal. This can trigger an internal task for the account manager or an automated email to the customer asking them to update their payment method.
Ready to Get Paid Faster?
Your sales team works hard to close the deal; don't let the paperwork slow down the payment. Let’s build a workflow that turns your closed deals into cash in the bank. We will build a system that keeps your finance team happy and your cash flow healthy.
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