HubSpot

Connect HubSpot and your contacts and deals stay in step with Softbooq. Customers sync both ways, quotes and deals follow each other through the stages, and a deal marked won in HubSpot becomes an invoice in Softbooq. Your sales team keeps working in HubSpot while the money side stays in Softbooq. HubSpot is in Settings → Integrations, under CRM. CRM is part of Softbooq Plus and Pro.

​

Connect

Choose Connect HubSpot and sign in to HubSpot. The first sync starts straight away, and after that everything syncs every night. You can sync at any time with Sync Contacts, Sync Deals and Push Activity.

​

Choose how contacts map

Sync mode decides how HubSpot’s records become Softbooq customers:

• Contact per record: each HubSpot contact becomes a customer
• Account + contacts: each HubSpot company becomes an account, with its contacts under it

​

What syncs

Contacts in HubSpot also receive your Softbooq revenue figures for them, so your sales team can see what each customer has spent.

​

How quotes and deal stages match

​

When a contact asks to be deleted

If a contact is deleted in HubSpot for privacy reasons, Softbooq anonymises the matching customer: the name becomes “Deleted Contact” and the link to HubSpot is removed. Their invoices stay in your books.

​

Disconnect

Disconnect stops the sync. Contacts already in both systems are not deleted.

​

Other CRMs

• Salesforce: contacts, opportunities and tasks, every night. You can create an invoice automatically when an opportunity is won, and settle differences in Sync Conflicts with Use ERP or Use Salesforce.
• Pipedrive: contacts, deals, activities, leads, products and projects, every hour, with contacts, deals and activities updated as they change.
• Zoho CRM: contacts, deals, activities, leads and products, every hour, with contacts and deals updated as they change.

​

See also