Hubspot

Getting started with HubSpot

Our tool can sync deals as orders in QuickBooks and QuickBooks sales as deals

Is there a demo?

Yes, here is the demo:

Getting Started: Setting up

Sign into HubSpot through Connex. You will be prompted for permissions to access your account. You can install our app through the HubSpot app store or through Connex:

  1. Login to Connex.
  2. Click add new connection.
  3. Choose HubSpot.
  4. Click submit.
  5. Sign into HubSpot.
  6. When you return to Connex, choose a sync direction.
  7. Click submit.

Can I sync sales from QuickBooks to HubSpot?

Yes, read this guide.

Can I sync deals from HubSpot to QuickBooks?

Yes, read this guide.