ServicesSystemsHubSpot

HubSpot integration and setup for growing businesses

HubSpot is great at sales and service. It gets better when it knows what is happening in the rest of the business. We set it up around how your team actually works, then connect it to your accounting, ERP and store, so nobody types the same thing twice.

What we build

What we do with HubSpot

Deal to invoice, automaticallyA closed deal creates the order or invoice in QuickBooks, SAP Business One or your ERP. Payment status flows back so sales can see who has paid.

Built around how you sellPipelines, properties and custom records that match your process. If you sell equipment, each unit can be its own record, linked to the customer, its contract and its service history.

Enquiries that land in the right placeWebsite forms, emails and calls routed to the right pipeline and person, with the details already filled in.

Works with

What we connect it to

QuickBooksSAP Business OneShopifyMicrosoft 365Your websiteCustom portals

Services

How we help

Integrations and data AI agents and automation AI training

Related work

A project like this

All our work

Case studyCustom software

Customer portal for equipment dealers

The pointCustomers had to call the office to check on orders, service and supplies.
The layerA portal where customers see their orders and service visits, and reorder supplies themselves.
What changedCustomers get answers without waiting, and the team spends its time on service.

Custom softwareIntegrationsRead the case study

FAQ

Questions we get about HubSpot

Does HubSpot integrate with QuickBooks?

Yes. HubSpot has a native QuickBooks connection that keeps customers in step, creates invoices and shows payment information in HubSpot. It works well for simple setups. If you sell to companies through resellers, use custom pricing or issue a lot of credit notes, it usually needs extra rules on top.

Can HubSpot connect to SAP Business One?

Yes, through an integration layer. A common setup is sales and service working in HubSpot, and orders, deliveries and invoices created in SAP and flowing back to HubSpot so reps can see them.

Are you a HubSpot implementation partner?

We work alongside HubSpot implementation teams or on our own. Our focus is the part most setups miss: connecting HubSpot to the systems that run the rest of your business.

Do we have to replace anything?

No. We build on the tools you already pay for. HubSpot stays where sales works, and your accounting or ERP stays where finance works.

Could SR&ED cover part of your build? Read how it works

How we work

Every project, the same three steps