FreshBooks and HubSpot integration
Sell in HubSpot, bill in FreshBooks
CRM Connector syncs FreshBooks and HubSpot both ways: contacts, invoices and quotes stay the same in both. A won HubSpot deal becomes a draft FreshBooks invoice, and every sent FreshBooks estimate becomes a deal that follows it. HubSpot runs sales, FreshBooks sends the invoices.
- Official sign in for both
Contacts, invoices and quotes both ways, deals one way
At a glance
Contacts and invoices stay the same on both sides, quotes travel both ways, won deals arrive as draft invoices and sent estimates as deals.
What syncs
- ContactsBoth ways
- InvoicesBoth ways
- QuotesBoth ways
- Won deals into draft invoicesOne way
- Sent estimates into dealsOne way
Good to know
- Won deals or invoices, not both
Won deals into draft invoices and HubSpot invoices synced as they are cannot both run between the same two app connections, in the same integration or another one, 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.
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether FreshBooks or HubSpot leads when the same record changed in both since the last sync.
Options for FreshBooks and HubSpot
- Only invoices from a date you pick
- Only sent, overdue or paid invoices
- Only invoices above an amount you pick
- Everyone, customers only or leads only, when HubSpot sends, on a one way sync
- Only the HubSpot lifecycle stages you tick
Record by record
What syncs between FreshBooks and HubSpot
Which FreshBooks field matches which HubSpot field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- OrganizationBoth waysCompany name
- EmailBoth waysEmail
- Business phoneBoth waysPhone number or mobile phone 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; a contact without an email is looked up by its phone, and only matches a HubSpot contact that has no other 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.
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, invoices and quotes sync in both directions.
There are two native options:
- FreshBooks' own HubSpot app turns HubSpot customers into FreshBooks clients and shows FreshBooks invoices and payments on the HubSpot timeline
- HubSpot's FreshBooks Data Sync keeps clients, invoices and items the same
CRM Connector keeps contacts, invoices and quotes the same both ways.
Run only one of them for the same records, or every change is made twice.
Ask your AI assistant
Ask ChatGPT or Claude about FreshBooks and HubSpot
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to FreshBooks and HubSpot, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.