CRM Connector Platform
Connect HubSpot to the systems you already use
Sell in HubSpot, do the work and the books somewhere else. CRM Connector keeps contacts and invoices in step both ways, and turns won deals into work.
- Connects with official sign in (oauth)
- Set up in five guided steps
- 7 day free trial
What syncs
What HubSpot keeps in step
Contacts
Both waysCreated on either side appears on the other. Lifecycle stage and traffic source are read from HubSpot for the customers only and leads only filters, never written into it.
Invoices
Both waysWith Jobber, QuickBooks Online and Xero. Status only ever moves forward: paid becomes paid, voided becomes voided, and an invoice settled by hand in HubSpot is never reopened.
Deals
One wayWith Jobber jobs. A won deal becomes a job, or a finished job becomes a won deal. Won and lost are read from your pipeline settings, so custom stages work.
Works with
Pair HubSpot with any of these
Pick the second system in the setup wizard. Each card says what travels between the two.
Connecting
How HubSpot connects
Official sign in (OAuth)
HubSpot connects with its official sign in. Click Connect, sign in to HubSpot, approve the app for the portal, done. The app asks only for the scopes it uses. Removing the connection invalidates our access tokens at HubSpot.
Requirements
A HubSpot account. The free CRM tier works for contacts; invoices need a HubSpot plan that includes them.
Good to know
The honest limits
Where a system draws a line, the page says so, so there are no surprises after go live.
HubSpot owns its funnel
Lifecycle stage and lead source are read from HubSpot, not written into it, so the platform never fights your HubSpot automation.
One contact per email
HubSpot keeps a single contact per email address, so two clients sharing an inbox land on the one HubSpot contact instead of failing.
Currency must be switched on
HubSpot only accepts invoices in a currency enabled in the account. Otherwise the invoice still arrives, with the right amounts, in a currency HubSpot does accept.
FAQ
Questions about HubSpot?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Still not sure?
Tell us which systems you run and we will say exactly what syncs, in which direction, and what stays honestly one way.
Contact usReady to connect HubSpot? Start your 7 day free trial
Sign in to HubSpot and the system you want to pair it with, confirm what syncs, and watch the first sync run.
Minutes to first sync
Five wizard steps, fields matched for you, first sync starts straight away.
Two way where it truly works
Per record type, only where both systems can carry a change back.
7 day free trial
Once per account. Nothing is charged until the trial ends. Cancel any time.