Hubspot

Can I sync deals from HubSpot to QuickBooks?

Our tools syncs deal by their date created to QuickBooks

How do I set-up the integration?

Here are the steps:

  1. Login to Connex.
  2. Click add connection.
  3. Choose HubSpot.
  4. Sign into HubSpot through Connex.
  5. When asked for a sync direction, choose sync orders to QuickBooks.
  6. Complete the wizard.

How do you query sales?

We pull deals using the date created field. For example, give me all deals created from 6/9 to 6/11. You can use our rules engine to filter deals by status. In this example, Connex will skip all open deals:

  1. Login to Connex.
  2. Click rules > my rules on the left.
  3. Click add new rule.
  4. Click next.
  5. As the action, choose do not export order to QuickBooks.
  6. In the comparison, enter order status > equals > open.
  7. Leave map to blank.
  8. Finish the wizard.

How do the fields map?

Here is a diagram:

HubSpot QuickBooks Notes
Deal ID Order Number If you open a deal, you will see an ID in the URL.
Contact First Name Customer First Name  
Contact Last Name Customer Last Name  
Contact Company Customer Company  
Contact Phone Customer Phone  
Contact Address Customer Address  
Contact City Customer City  
Contact Postal Code Customer Postal Code  
Contact State Contact State  
Deal Status Not Mapped Can be used to filter sales. For example, exclude all open deals.
Deal Creation Date Order Date  
Line Item SKU Item Name / SKU  
Line Item Price Unit Price  
Line Item Quantity Quantity  
Line Item Name Item Description  

What does a sample sale look like?

Here is a sample:

Here is the HubSpot deal: