Connex for QuickBooks Desktop User Guide
Connex for QuickBooks Online User Guide
Frequently Asked Questions
Integrations Help Guide
- Amazon Settlement Report
- Channel Advisor
- Custom Store
- Match Deposit Tool
- Other Partners
- Roaster Tools
- Spreadsheet Import Tool
Rules Engine Guide
General Troubleshooting Guide
QuickBooks Point of Sale (POS) - ARCHIVED
Can I sync sales from QuickBooks to HubSpot as deals?
How to get started with the Connex HubSpot integration. How to set up, what features are included, and more.
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:
- Login to Connex.
- Click add new connection.
- Choose HubSpot.
- Click submit.
How do the contacts fields map?
Here is how fields map:
|Contact Email||Contact Email|
|Contact Phone||Contact Phone|
|Contact First and Last Name||Contact First and Last Name|
|Contact Company||Contact Company|
|Contact Address Line 1||Contact Address|
|Contact Address Line 2||Contact Address 2|
|Contact City||Contact City|
|Contact State||Contact State|
|Contact Postal Code||Contact Postal Code|
|Contact Country||Country Country|
How do the deal fields map?
Here is a diagram:
|QuickBooks Item Name||Line Item SKU|
|QuickBooks Item Price||Line Item Price|
|QuickBooks Customer Name and Order Number (Jack Example 22)||Deal Name|
|QuickBooks Order Date||Deal Date|
What does the contact look like?
Here is an example contact:
What does the deal look like?
Here is an example deal: