Connex for QuickBooks Desktop User Guide
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Frequently Asked Questions
Integrations Help Guide
Rules Engine Guide
General Troubleshooting Guide
QuickBooks Point of Sale (POS) - ARCHIVED
Integration Guides (No Longer Supported)
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:
Can I update line items at a later time using the sync?
Not at this time, Connex does not support updating an existing Hubspot deal.