Custom engineered Accounting & Finance integration

Exact Online & HubSpot integration

Custom engineered for your business by SpotDev's accredited developers

Connect Exact Online to HubSpot so a won deal becomes a sales invoice in Exact without re-keying, and invoice status, outstanding amounts and payments flow back to the HubSpot deal and company.

  • £10k typical investment
  • OAuth 2.0

Why connect Exact Online to HubSpot

Sales works in HubSpot, finance works in Exact Online, and the customer sits in both under slightly different details. Each won deal is typed into Exact again, and nobody in sales can see whether the invoice was sent or paid.

  • Customer accounts and contacts drift apart between Exact Online and HubSpot, so credit control and account managers disagree over which record is right.
  • Invoice status (draft, open, processed) and due dates are only visible in Exact, so renewal and upsell conversations happen without knowing what is outstanding.
  • Exact scopes almost every API call to a division and returns 60 records per page on most resources, so a hand-built export rarely holds up.
  • Credit notes and part payments are hard to reconcile against deals after the fact.

What you can do with Exact Online and HubSpot

What we typically sync between Exact Online and HubSpot:

  • Create or update the Exact Online Account and Contact from the HubSpot company and contact when a deal is won, keyed on a shared reference so duplicates are not created.
  • Create the Exact SalesInvoice, with SalesInvoiceLines built from HubSpot line items, when a deal reaches an agreed stage, and write the invoice number back to the deal.
  • Read invoice Status and DueDate from Exact, and outstanding items from ReceivablesList, onto the HubSpot deal and company on a daily schedule.
  • Record credit notes and payments against the deal so HubSpot revenue reporting reflects what was actually collected.

How the Exact Online & HubSpot integration works

Two-way sync
Sync direction between Exact Online and HubSpot
Daily sync
How often data updates flow
OAuth 2.0
Secure authentication method
Invoices, payments, customers
Records kept in sync
Sales Hub
HubSpot hubs supported

Typical setup

  1. Connect HubSpot and Exact Online
  2. Map invoice and customer fields
  3. Enable the daily export schedule
  4. Configure payment reconciliation
  5. Monitor runs and the error queue

Integration Impact Analysis

With Integration

  • Streamlined operationsAutomated workflows replace manual processes
  • Single source of truthConsistent data across all revenue teams

Without Integration

  • Manual processesTeams managing tools instead of revenue
  • Data silosCritical insights trapped in silos

Exact Online & HubSpot integration: FAQs

Does Exact Online have an API that HubSpot can use?
Yes. Exact Online publishes a REST API with resources for SalesInvoices, SalesOrders, Quotations, Accounts, Contacts, Payments and a read-only ReceivablesList, plus WebhookSubscriptions so Exact can notify an integration when a topic such as SalesInvoices or Accounts changes. Almost every call is scoped to a division and most resources page at 60 records, which the integration handles for you.
What data can sync between Exact Online and HubSpot?
Customers and contacts in both directions, sales invoices created from HubSpot deals and line items, invoice status, due dates and outstanding amounts back to HubSpot, and payments and credit notes recorded against the deal. Which system masters each field is agreed at scoping.
How often does data move between Exact Online and HubSpot?
The standard build runs a daily sync, with single invoices pushed on demand from a HubSpot workflow when a deal hits the right stage. Exact Online's webhook subscriptions can be used where you need a status change reflected sooner.
How much does an Exact Online HubSpot integration cost?
Builds start from £10k. Delivery time depends on scope and is set at scoping, when we confirm the fixed price with you.

Related HubSpot integrations

Xero & HubSpot → Connect Xero to HubSpot in both directions: raise Xero invoices from won HubSpot deals, and see invoice status… QuickBooks & HubSpot → Connect QuickBooks Online to HubSpot so customers, invoices, payments and credit notes stay aligned with the d… NetSuite & HubSpot → Connect NetSuite to HubSpot so a won deal creates the NetSuite customer and sales order, and invoice status, p…

Explore more HubSpot integration resources

HubSpot Integrations → Our custom API integration service, accreditations and approach. The complete guide to HubSpot integrations → How to connect anything to HubSpot — native vs custom APIs, costs and timelines. Data migration → Move your data into HubSpot cleanly, with nothing lost. Browse all integrations → See every system we connect to HubSpot.

Why SpotDev?

HubSpot Diamond Partner

Elite tier partnership with HubSpot, reserved for top-performing consultancies with proven expertise in complex integrations.

Custom Integration Accredited

Advanced HubSpot accreditation specifically for complex API integrations and custom development projects.

HubSpot Onboarding Accredited

Accredited onboarding specialists who ensure seamless implementation and user adoption for complex HubSpot deployments.

Ready to Transform Your Revenue Operations?

Get a tailored integration strategy designed by HubSpot-accredited consultants.

Book Strategy Call View Case Studies