Streamline your sales and finance workflows with Cloudify’s HubSpot–QuickBooks integration. Automatically generate invoices/estimates and keep financial data in sync.
Features:
✓ Automatic deal-to-invoice/estimate conversion in QuickBooks
✓ Real-time financial data from QuickBooks in HubSpot
✓ Instant notifications with One-Click Replay functionality
Perfect for:
Finance Managers streamlining billing processes
Sales Teams needing real-time financial insights
Operations Teams automating business workflows
Eliminate Manual Work
No more double data entry between systems
Automated customer, product and invoice/estimates creation
Real-time financial data syncing
Stay Informed and In-Control
Get instant notifications for all sync actions
Quickly fix and replay failed syncs
Update deals and re-sync to reflect changes instantly
Start Strong with Free Expert Onboarding
Personalized free 30-minute setup session
Custom guidance for your business needs
Start using all features from Day One
Automatic Deal-to-Invoice/Estimates Conversion
Transform your billing process with instant HubSpot to QuickBooks conversion.
Create invoices/estimates automatically as deals progress, with flexible triggers for multiple pipelines.
Watch your documents sync automatically and check the integration status in your deals.
One Click Financial Updates
Display up-to-date QuickBooks invoice data in HubSpot
Make informed decisions with real-time insights
Access comprehensive financial metrics without switching platforms
Instant Notifications: Never Miss a Critical Update or Sync
Stay on top of every sync action with automatic notification within HubSpot deal notes.
Get clear feedback on QuickBooks sync results and fix issues instantly with one-click replay for invoices and estimates
Perfect for maintaining accuracy and making quick updates as your deals evolve
Customer Sync made easy in QuickBooks
Sync HubSpot companies/contacts to QuickBooks customers automatically
Maintain consistent customer data across platforms
Reduce manual data entry and errors
Create custom mapping rules for creating/updating customers
Testimonials
Sarah Mitchell
Cloudify.biz completely transformed how we handle invoicing and client data. What used to take hours now happens automatically—and without errors. Our sales and finance teams are finally in sync.
Jason Patel
We integrated HubSpot and QuickBooks through Cloudify, and the results were immediate. Real-time customer syncing and automated invoice creation has saved us dozens of hours each month.
Laura Kim
Cloudify helped us cut down manual admin work by at least 50%. The setup was seamless, support was stellar, and now everything just works.
QuickBooks
Total installs
60+
Pricing
Cloudify subscriptions:
Pricing
Free Trial
15 free syncs to try the integration
Trial
Create invoices/estimates and products from HubSpot to QuickBooks
Unlimited customer creation and financial data update
Custom rules for invoices and products
One-click replay to fix errors or update documents
Basic
Unlimited Customer Sync and Financial Data Updates
$15
/month
Unlimited customer sync between HubSpot and QuickBooks
Real-time financial data updates in HubSpot
Custom rules for customer creation in QuickBooks
Instant notifications for all sync actions
Does not include invoice/estimate creation functionality.
Premium
Comprehensive Customer, Products and Invoice Sync with Finanical Data Update
$30
/month
Everything from the Basic plan, plus:
Create invoices/estimates and products from HubSpot to QuickBooks ($0.15 per invoice/estimate)
Product synchronization
Custom rules for mapping required data between systems
One-click replay to fix errors or update documents
Custom
Custom plan tailored to suit your business needs
One-time setup fee as applicable
Monthly fee based on the transactions
Integration builds as per your business flows and requirements
Dedicated support for implementation
Please contact us for an exact quote
