Custom engineered Accounting & Finance integration

FreeAgent & HubSpot integration

Custom engineered for your business by SpotDev's accredited developers

Connect FreeAgent to HubSpot so a won deal raises the invoice in FreeAgent and the invoice's status (draft, open, overdue, paid) shows on the HubSpot deal and company, with one agreed owner for every shared field.

  • A few weeks, scoped up front typical turnaround
  • OAuth 2.0

Why connect FreeAgent to HubSpot

Small UK firms often run sales in HubSpot and the books in FreeAgent, and HubSpot's own FreeAgent data sync app covers the basics for contacts and invoices. The gaps appear when you want invoices raised from deals, or ownership rules the standard mappings cannot express.

  • HubSpot's FreeAgent data sync app syncs contacts and invoices two-way, but custom field mappings need Data Hub Starter or above and it does not create an invoice from a deal
  • FreeAgent invoices start as drafts and move through states such as open, overdue and paid via explicit transitions, so a sync has to model those states rather than copy a single field
  • Client details edited in one system silently diverge from the other unless a rule says which system owns which field
  • Account managers cannot see whether a client has paid without logging into FreeAgent

What you can do with FreeAgent and HubSpot

The integration works from FreeAgent's own objects: contacts, invoices, estimates and bank transactions.

  • A HubSpot deal marked closed won creates a draft FreeAgent invoice for the linked contact, with line items taken from the deal's products, then marks it as sent when your finance team approves
  • FreeAgent invoice status and due date are written back to the HubSpot deal and company, so overdue invoices can drive a workflow or a list
  • Estimates created in FreeAgent link to the matching HubSpot deal so quoted value and invoiced value can be compared
  • New HubSpot companies create FreeAgent contacts with the correct billing details, and edits follow the ownership rules agreed at scoping

How the FreeAgent & HubSpot integration works

Two-way sync
Sync direction between FreeAgent and HubSpot
Real time sync
How often data updates flow
OAuth 2.0
Secure authentication method
Contacts, Invoices, Estimates, Payments
Records kept in sync
Sales Hub
HubSpot hubs supported
A few weeks, scoped up front
Typical time to deploy

Typical setup

  1. Scope systems and data access
  2. Map fields and ownership rules
  3. Dry run against real data
  4. Go live with monitoring

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

FreeAgent & HubSpot integration: FAQs

Does FreeAgent have an API that HubSpot can use?
Yes. FreeAgent has a REST API using OAuth 2.0, with endpoints for contacts, invoices, estimates, bank transactions, projects, expenses and more, and a sandbox environment for testing before anything touches your live books.
Is there a native FreeAgent app for HubSpot?
Yes. HubSpot builds and maintains a FreeAgent data sync app that syncs contacts and invoices in either direction in real time. If that covers your needs, use it. We build custom where you need invoices raised from won deals, product line items, or field ownership rules the app cannot set.
What data can sync between FreeAgent and HubSpot?
Contacts, invoices, estimates and payment status are the usual set, with invoice status, due date and amount surfaced on the HubSpot deal and company. Line items, projects and credit notes can be added where your process uses them.
How much does a FreeAgent HubSpot integration cost, and how long does it take?
We give a fixed quote after a scoping call, and the build takes a few weeks, scoped up front. The main variables are whether invoices are created from HubSpot as well as read from FreeAgent, and how many fields need ownership rules.

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…

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