Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether FreshBooks or HubSpot leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Sell in HubSpot, bill in FreshBooks
HubSpot runs sales, FreshBooks sends the invoices. CRM Connector keeps the contacts and invoices the same in both, turns a won deal into a draft FreshBooks invoice, and puts every sent estimate in your pipeline as a deal that follows it.
- Official sign in for both
- Either system can lead
- 7 day free trial
Contacts and invoices both ways, deals and estimates one way
- Contacts
- Invoices
- Won deals into draft invoices
- Sent estimates into deals
At a glance. Contacts and invoices stay the same on both sides, won deals arrive as draft invoices and sent estimates as deals. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick FreshBooks or HubSpot as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:A different choice per record typeOnly invoices from a date you pickOnly sent or paid invoicesEveryone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- OrganizationBoth waysCompany name
- EmailBoth waysEmail
- Business phoneBoth waysPhone number
- StreetBoth waysStreet address
- Street line 2Only in FreshBooksNot in HubSpot
- City, province, postal codeBoth waysCity, state or region, postal code
- CountryBoth waysCountry
- Not in FreshBooksOnly in HubSpotLifecycle stage
It happens in FreshBooks, then in HubSpot
A new contact
Looked for in HubSpot on the exact email, since HubSpot keeps one contact per email. Updated when found, otherwise created.
Name, company, email, phone or address changes
The same change is made to the HubSpot contact on the next sync.
- Before anything is created the other system is searched first, so nothing is created twice.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for FreshBooks and HubSpot are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether FreshBooks or HubSpot leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The due date of the same invoice is changed in both systems
Leading system
10 October12 OctoberTwo different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for FreshBooks or HubSpot on its own is on its own page.
- Won deals or invoices, not both
- Won deals into draft invoices and HubSpot invoices synced as they are cannot run in one integration, or the same sale would be billed twice.
- FreshBooks' own HubSpot app
- Keep it switched off for the records this integration syncs, or every change is made twice. The setup warns about it.
FAQ
Questions about FreshBooks and 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.
Yes. Contacts and invoices sync in both directions, and you choose which system leads when the same record changed on both sides.
Yes, when you choose that rule. A deal won on or after your start date becomes a draft FreshBooks invoice for the same client with one line for the amount. Nothing is sent to your client until you send it.
Yes. A sent FreshBooks estimate becomes a deal named after it; accepting it moves the deal to won, declining it to lost.
No. Before anything is created in FreshBooks or HubSpot, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect FreshBooks and HubSpot?Start your 7 day free trial
Sign in to FreshBooks and HubSpot, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.