HubSpot Diamond Solutions Partner

HubSpot and Freshbooks Integration: Streamline Invoicing & Get Paid Faster

Eliminate manual data entry between sales and accounting. Our integration automates the quote-to-cash process, saving you time and improving your business's cash flow.

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Automate Your Invoicing and Accounts Receivable

Turn your sales wins into cash in the bank, faster. By connecting HubSpot directly to Freshbooks, you can eliminate the tedious and error-prone task of manually creating invoices. This ensures accuracy, speeds up your billing cycle, and frees up your team to focus on growing the business, not chasing paperwork.

Automated Invoice Creation: Instantly generate an accurate Freshbooks invoice the moment a deal is marked "Closed Won" in HubSpot, automatically pulling in the correct client details, line items, and pricing.

Ensure Data Accuracy: Eradicate costly copy-paste errors and discrepancies by creating a single, reliable flow of information from your HubSpot CRM directly to your accounting system.

Keep Client Records in Sync: A bi-directional sync for client contact information ensures that updates made to a customer's record in either HubSpot or Freshbooks are reflected across both platforms.

Give Your Sales Team Full Financial Visibility

Empower your sales and account management teams with the financial context they need to build stronger customer relationships. By syncing invoice and payment data from Freshbooks back into HubSpot, your team can see a client's full financial picture without ever leaving the CRM.

View Invoice Status in HubSpot: Sync the real-time status of Freshbooks invoices (e.g., Draft, Sent, Overdue, Paid) to the HubSpot company or deal record for at-a-glance visibility.

Enable Smarter Client Conversations: Arm your account managers with the knowledge of a client's payment history before they reach out about renewals, upsells, or new projects.

Automate Payment Follow-Up: Automatically create a task in HubSpot for an account owner to follow up when a client's invoice becomes overdue in Freshbooks, streamlining collections.

A Flexible Sync Architecture for Your Growing Business

Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.

Built for Your Business Process

As your business grows, your sales-to-finance process becomes more critical. Standard connectors are rigid and can't adapt to your specific invoicing rules or data needs. Our integration is built to handle your unique workflow, ensuring a perfect sync as your business scales.

Bi-Directional & Uni-Directional Sync: Keep client contact data aligned between both systems, while using a secure, one-way flow for creating invoices from HubSpot deals.
Real-time & Scheduled Syncs: Use a real-time sync to create invoices instantly when a deal closes, and scheduled syncs to update payment statuses and keep records tidy.
Custom Sync Logic & Triggers: Implement rules that fit your process. For example, only create an invoice in Freshbooks if a custom property on the HubSpot deal, like "Billing Approved," is checked.
High-Volume Data Handling: Our architecture reliably manages a large volume of clients, deals, and invoices, ensuring stability and performance.

Comprehensive Object & Field Mapping

We connect the critical sales and accounting objects between both platforms to ensure a seamless flow of information from the initial deal to the final payment.

HubSpot

Freshbooks

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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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 deliverab…

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…

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

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Frequently Asked Questions

While basic connectors can create a new client when a deal is won, they struggle with the details. Our integration provides a deeper sync that can accurately map multiple line items from a HubSpot deal to a Freshbooks invoice and, crucially, provides a real-time, bi-directional sync of invoice payment statuses back into HubSpot.

Yes. Our integration is designed to read the products and line items associated with a HubSpot deal including quantities, descriptions, prices and use them to automatically and accurately populate a new invoice in Freshbooks.

Absolutely. Our implementation process includes a full historical data sync. We will match and link your existing Freshbooks clients with the corresponding company and contact records in HubSpot, creating a single, unified view of your customers and preventing duplicates.

Yes. We sync the invoice status in real-time. When a payment is recorded in Freshbooks, we can automatically update a custom property on the HubSpot deal or company record to "Paid." This gives your entire team immediate visibility into who has paid without needing to ask the finance team.

Ready to Streamline Your Quote-to-Cash Process?

Stop wasting hours on manual data entry and chasing down invoice details. Schedule a complimentary consultation with our integration specialists to learn how connecting HubSpot and Freshbooks can save you time, reduce errors, and help you get paid faster.