HubSpot Diamond Solutions Partner
HubSpot & Kashoo Integration: Real-Time Financials for Your CRM
Your sales team closes deals; your accounting software collects the cash. This integration connects HubSpot’s growth engine with Kashoo’s simple, powerful accounting platform, ensuring that "Closed Won" automatically translates into "Invoice Sent" without manual data entry.
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Keeping sales and finance aligned shouldn't require a daily stand-up meeting.
Our experts help you architect a seamless flow between your CRM and your books, turning financial data into customer retention fuel and ensuring you get paid faster.
TrulySmall™ Automation: Leverage machine learning to automatically categorize expenses and match bank transactions, keeping your books current with zero effort.
Mobile Receipt Capture: Snap a photo of a receipt, and Kashoo automatically digitizes it and matches it to the transaction, so you never have to hoard shoeboxes of paper again.
Audit-Proof Double Entry: Despite its simplicity, Kashoo runs on a robust double-entry general ledger, ensuring your accountant stays happy and your tax filings are accurate.
Our experts help you architect a seamless flow between your CRM and your books, turning financial data into customer retention fuel and ensuring you get paid faster.
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.
Highlighting HubSpot: Automate Your Post-Sale Journey
While Kashoo counts the beans, HubSpot plants them. Integrating the two unlocks the full potential of your customer relationships by allowing marketing and service teams to trigger actions based on real payment behaviors.
Payment-Triggered Workflows: Automatically enroll a customer in an onboarding email sequence or create a "Thank You" task for a rep the moment an invoice is marked "Paid" in Kashoo.
Financial Visibility for Sales: Display invoice history and payment status directly on the HubSpot contact timeline, so your reps never accidentally upsell a client who is three months behind on bills.
Closed-Loop ROI: Attribute actual revenue collected in Kashoo back to the original HubSpot marketing campaign, giving you the "Cash ROI" rather than just the "Promise ROI".
While Kashoo counts the beans, HubSpot plants them. Integrating the two unlocks the full potential of your customer relationships by allowing marketing and service teams to trigger actions based on real payment behaviors.
Sync Architecture: Flexible & Robust
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Our integration uses Kashoo's API to build a sync that respects your specific invoicing triggers and client management rules. We ensure data flows when you want it to, not just when the system feels like it.
- Bi-Directional & Uni-Directional Sync: Push new clients from HubSpot to Kashoo to generate invoices, or pull existing client payment history from Kashoo to enrich HubSpot records.
- Real-time & Scheduled Syncs: Trigger instant invoice creation when a Deal moves to "Closed Won," while scheduling bulk product catalog updates during off-hours.
- Custom Sync Logic & Triggers: Configure logic to only sync "Commercial" deals to Kashoo, preventing low-value or pro-bono work from cluttering your official accounting records.
- High-Volume Data Handling: Architected to handle spikes in transaction volume, ensuring that end-of-month billing runs don't cause data bottlenecks or API timeouts.
Object & Field Mapping
We map the language of sales to the language of finance.
HubSpot
Kashoo
- Contacts / Companies
- Deals
- Products / Line Items
- Deal Stage (Closed Won)
- Clients / Customers
- Invoices
- Items / Services
- Invoice Status (Draft/Sent)
- Contacts / Companies Clients / Customers
- Deals Invoices
- Products / Line Items Items / Services
- Deal Stage (Closed Won) Invoice Status (Draft/Sent)
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.
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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. When a Deal stage changes to "Closed Won" (or any trigger you define), we can automatically create a draft or approved invoice in Kashoo, populating it with the line items and client details from HubSpot.
We map tax codes between HubSpot and Kashoo. If your HubSpot line items include tax, we pass that specific tax rate to the Kashoo invoice to ensure your liability accounts are accurate.
Yes. We can perform a historical backfill to pull your past client list and invoice history from Kashoo into HubSpot, giving you immediate visibility into lifetime customer value.
We use email addresses or custom unique IDs to match existing records. If a client already exists in Kashoo, we update their record with the new deal info rather than creating a messy duplicate.
Get Your Books in Order
Ready to automate your accounting? Don't let manual data entry slow down your growth.
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