HubSpot CRM Invoice Integration

The integration connects to your HubSpot CRM via OAuth. When a deal moves to a specified stage (e.g., "Closed Won"), an invoice is automatically generated using the deal amount, contact details, and line items from HubSpot.

Yes. When a HubSpot quote is accepted by your customer, you can automatically convert it into a professional invoice with all line items, pricing, and customer details preserved.

Yes. Contact information including company name, billing address, email, and phone number syncs from HubSpot to your invoices automatically. Any updates in HubSpot reflect on new invoices.

Absolutely. You configure which deal stage triggers invoice generation. Common setups include generating invoices at "Closed Won", "Contract Signed", or a custom stage you define in your HubSpot pipeline.

Yes. The integration works with HubSpot Free CRM, Starter, Professional, and Enterprise plans. You need at least deals and contacts access, which is available on all HubSpot tiers.

Yes. Once an invoice is generated from a deal, you can auto-send it to the associated contact email address with a PDF attachment using Resend, Gmail, or custom SMTP.

For recurring revenue deals in HubSpot, you can set up recurring invoices in Online Invoice Maker. The integration creates a recurring invoice schedule based on the deal terms — monthly, quarterly, or annually.

Yes. When an invoice is sent, viewed, or paid, the status updates as a note or custom property on the HubSpot deal. This gives your sales team visibility into payment status without leaving HubSpot.

Yes. You can map any custom deal or contact property to invoice fields such as PO number, project name, payment terms, or custom notes. This is configured in the integration settings.

Yes. The integration uses OAuth 2.0 authentication — we never store your HubSpot password. API tokens are encrypted and we only request the minimum permissions needed (deals, contacts, and line items).