HubSpot Diamond Solutions Partner
HubSpot + Sage Intacct Integration: Automate Your Quote-to-Cash Workflow
Connect your sales pipeline in HubSpot with your financial system of record. This integration eliminates manual data entry, reduces errors, and accelerates your entire quote-to-cash cycle for faster, more accurate revenue recognition.
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A seamless connection between HubSpot and Sage Intacct is the key to scaling your operations and accelerating cash flow. Schedule a consultation with our integration experts to design your perfect financial workflow.
Streamline Your Order-to-Cash Process in Sage Intacct
Replace manual handoffs and messy spreadsheets with a seamless, automated workflow. By converting closed-won HubSpot deals directly into Sales Orders or Invoices in Sage Intacct, your finance team can ensure data accuracy, accelerate billing cycles, and close the books faster and with greater confidence.
Automate Order & Invoice Creation: Automatically create new Customers and Sales Orders in Sage Intacct from closed-won HubSpot Deals, completely eliminating manual data entry and reducing processing time from days to minutes.
Ensure Invoicing Accuracy: Precisely map HubSpot Products and Line Items to your Sage Intacct Item list, ensuring that every invoice is accurate and aligns with your established revenue recognition schedules and GL posting.
Maintain Financial Data Integrity: Create validation rules to ensure all required deal information from HubSpot is complete and accurate before it syncs, protecting the integrity of your financial system of record.
Accelerate Cash Flow: Drastically reduce the time between a deal closing and an invoice being sent. Faster, more accurate invoicing directly translates to improved day sales outstanding (DSO) and healthier cash flow.
Replace manual handoffs and messy spreadsheets with a seamless, automated workflow. By converting closed-won HubSpot deals directly into Sales Orders or Invoices in Sage Intacct, your finance team can ensure data accuracy, accelerate billing cycles, and close the books faster and with greater confidence.
Empower Your Sales Team with Financial Intelligence in HubSpot
Give your customer-facing teams the complete financial picture they need to excel. By syncing critical data from Sage Intacct back into HubSpot, your sales and customer success teams can see a customer's full history, enabling more strategic conversations, proactive account management, and smarter upsell opportunities.
Provide a 360-Degree Customer View: Give your sales and success teams real-time visibility into a customer's invoice history, payment status, and outstanding balances directly on the HubSpot Company record.
Enable Proactive Account Management: Empower reps to manage renewals and collections conversations effectively by providing them with key financial data, such as contract start/end dates and AR aging details.
Streamline Internal Communication: Trigger HubSpot notifications or tasks for account managers when key financial events occur in Sage Intacct, such as an invoice becoming overdue or a large payment being received.
Enhance LTV and Segmentation: Fuel more accurate marketing and sales reporting in HubSpot by using actual, recognized revenue data from Sage Intacct to calculate Customer Lifetime Value and build targeted segments.
Give your customer-facing teams the complete financial picture they need to excel. By syncing critical data from Sage Intacct back into HubSpot, your sales and customer success teams can see a customer's full history, enabling more strategic conversations, proactive account management, and smarter upsell opportunities.
A Secure & Flexible Sync for Your Financial Core
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
We believe your technology should adapt to your financial process, not the other way around. Our integration is configured to handle your unique requirements, from multi-entity accounting and complex contract terms to specific approval workflows.
- Bi-Directional & Uni-Directional Sync: Maintain a single source of truth by controlling the flow of data at the field level, ensuring financial data integrity at all times.
- Real-time & Scheduled Syncs: Use real-time triggers for time-sensitive actions like order creation, and scheduled syncs for large-volume financial data reconciliation.
- Custom Sync Logic & Triggers: Implement your unique business rules, such as requiring an approval step before a deal syncs or routing transactions to the correct entity.
- High-Volume Data Handling: Our enterprise-grade architecture is built to reliably process a high volume of transactions, scaling seamlessly as your business grows.
Comprehensive Object & Field Mapping
We support the full range of objects essential for automating the quote-to-cash cycle. Our deep mapping capabilities connect your front-office activities to your back-office financial system for a completely unified data model.
HubSpot
Sage Intacct
- Contacts
- Companies
- Deals
- Custom Objects
- Leads/Contacts
- Accounts
- Opportunities
- Custom Objects
- Contacts Leads/Contacts
- Companies Accounts
- Deals Opportunities
- Custom Objects Custom Objects
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
Yes. The integration is designed for sophisticated financial models. We can map data from a HubSpot Deal to create a Contract record in Sage Intacct, automatically triggering the correct, pre-configured revenue recognition schedule for that product or service.
Absolutely. We can use data from the HubSpot Deal such as a custom property for region, business unit, or currency to intelligently route the transaction to the correct subsidiary entity in your Sage Intacct environment.
We can build a governance layer into the integration. This can include data validation rules that flag incomplete records, or even a "pending sync" status that requires a manager or finance team member to review and approve a deal in HubSpot before it is created in Sage Intacct.
Yes. Mapping custom fields is a core capability. This is essential for syncing critical information like customer PO numbers, special contract terms, or billing contact details from the HubSpot Deal directly to the corresponding fields in Sage Intacct.
