HubSpot CRM integration

Smarty Accounting is collaborating with HubSpot, a CRM, online marketing, sales and customer service growth platform to deliver the best end-to-end customer journey possible.

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Overview

Smarty Accounting and HubSpot integrate together for end-to-end visibility into your customers' journey, from stranger to paid customer invoice, all in one place. Using Smarty Accounting and HubSpot helps nurture those leads your website attracts, so you can start building better relationships with your prospects and customers through personalised conversations. There are two options available to help you make the most of having HubSpot and Smarty Accounting.

Contact sync

The Smarty Accounting to HubSpot contact sync is free to customers on a starter, standard or premium plan. It ensures your Smarty Accounting contacts are available in your HubSpot CRM for all your inbound sales processes, and keeps them up-to-date if anything changes in Smarty Accounting.

Contact sync benefits:


Invoicing

Reduce the back and forth between your sales and accounts teams. Your sales team can create a draft invoice directly in HubSpot so the accounts team can approve it and send it to your customer from within Smarty Accounting.

Invoicing benefits: All the benefits from the contact sync, plus


Getting started

Make sure you have a starter or premium Smarty Accounting Account and a free HubSpot CRM subscription. In the Smarty Accounting integration settings, click Start Integration then login into your Hubspot account.




Start Integration with Smarty Accounting Software

Choose company from HubSpot account

Import contacts from HubSpot into Smarty Accounting Software

HubSpot CRM integration + Smarty Accounting

For the contact sync we use the first name and last name as an identifier on your Smarty Accounting Contact to create a new (or update an existing) contact within HubSpot. Once this initial integration has completed, any change to your contacts in Smarty Accounting will be reflected in HubSpot CRM automatically. A set of default mappings ensure that the information contained within your Smarty Accounting contacts is set to the correct place in HubSpot.

For invoicing, HubSpot will create a draft invoice in Smarty Accounting for your accounts team to review, approve and send to your customer. Smarty Accounting will send the invoice status back to HubSpot automatically so your sales team can see if it has been sent, paid or remains overdue.

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