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:
QuickBooks | HubSpot |
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 | HubSpot |
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.