Sell in HubSpot. Do the work in Jobber, bill from your books.

A cleared field stays cleared

• When a two way contact sync empties a company name, phone or address part in the other system, it is emptied in HubSpot too, instead of coming back on the next run.
• A field that never held a value is never emptied.

Phone number or mobile phone number

• HubSpot keeps a contact's phone in two fields.
• The phone goes into Phone number, or into Mobile phone number when you pick that in the Fields panel; the picked field is also the one read back, and the other is left alone.

A part payment tops up the balance

• An invoice paid in QuickBooks Online, Xero, FreshBooks, Zoho Books or FreeAgent, fully or in part, gets a payment record for exactly the amount newly paid.

Quotes arrive as drafts

• HubSpot lets no other app publish or accept a quote, so a quote from the books lands as a draft and you publish it in HubSpot, on a deal.
• Syncing quotes needs the quotes permission, optional when you connect HubSpot; a connection made without it has to sign in again.

Lifecycle stage only moves forward

• The only lifecycle change the platform makes is Customer, for a contact another system says pays.
• A contact already at Customer, Evangelist, Other or a stage you added is left alone, and lead source is never written.

Narrow contacts by lifecycle stage

• When HubSpot sends contacts, tick the lifecycle stages that should travel, for example only Customer.
• The stages are your portal's own, custom ones included, read live from HubSpot.
• A contact that already synced keeps syncing when its stage changes.
• On a two way contact sync it narrows what HubSpot sends; the other system picks its own filter if it has one.

Offline is not a lead source

• HubSpot files a contact typed in, imported or created by an app as an offline source.
• That says how the contact got into HubSpot, not what brought the customer, so it is never used as a lead source in reports or sent to another system.

An owner for new contacts

• Some HubSpot portals require an owner on every new contact. Pick a HubSpot user for that on the contact sync, and every contact the sync creates in HubSpot gets that owner; contacts that already exist keep theirs. A portal with only one user gets that user as the owner by itself, and with several you get a notification asking you to pick one.
• When your portal requires an email or a phone on new contacts, a contact with neither is skipped with that reason and created once it has one.

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.
• When a synced contact gets an email another HubSpot contact already holds, the rest of the contact still updates and the email stays as HubSpot has it.

No negative prices

• HubSpot takes no negative price, so a discount or credit line from the other system becomes a discount on the sold lines and the total stays the source total.
• An invoice below zero is refused before anything is created.

One street line

HubSpot has no second address line, so line 2 stays in the other system and is never wiped.

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.