HubSpot

/

QuickBooks

QuickBooks Integration

QuickBooks Integration

QuickBooks Integration

Streamline your sales and finance workflows with Cloudify’s HubSpot–QuickBooks integration. Automatically generate invoices/estimates and keep financial data in sync.

Integration Overview

Integration Overview

Integration Overview

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

Key Business Benefits

Key Business Benefits

Key Business Benefits

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

Integration Features

Integration Features

Integration Features

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

FAQ

FAQ

FAQ

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

Can I set up the integration myself?

Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.

Can I set up the integration myself?

Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.

Can I set up the integration myself?

Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.

Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

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.

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

Cloudify

Modern and intelligent business process automation and integration platform to connect your enterprise.

Cloudify

Modern and intelligent business process automation and integration platform to connect your enterprise.

Cloudify

Modern and intelligent business process automation and integration platform to connect your enterprise.