Custom engineered Accounting & Finance integration
iplicit & HubSpot integration
Custom engineered for your business by SpotDev's accredited developers
Connect iplicit to HubSpot so customer accounts, sale invoices and payment status from iplicit sit on the HubSpot company record, and won deals raise sale invoices or quotes in iplicit against the right legal entity.
- A few weeks, scoped up front typical turnaround
- API token
Why connect iplicit to HubSpot
Finance runs multi-entity accounting in iplicit while sales and account management work in HubSpot, and the two only meet when someone exports a report or asks finance whether an invoice has been paid.
- iplicit has a documented REST API at api.iplicit.com covering contacts, sale and purchase invoices, payments, projects and legal entities, so the sync is API to API
- Authentication uses an API key exchanged for a short-lived session token, which we manage in the integration so nobody is handling credentials day to day
- Group structures are the norm for iplicit customers, so mapping HubSpot companies and deals to the correct iplicit legal entity is part of the design, not an afterthought
- Account managers see invoice and payment status in HubSpot without asking finance, and finance stops receiving those questions
What you can do with iplicit and HubSpot
Common flows between iplicit and HubSpot.
- A won HubSpot deal creates a sale invoice or sale quote in iplicit with the right customer, entity and references, using deal line items
- iplicit customer records are matched to HubSpot companies so new customers created in either system are not duplicated in the other
- Sale invoice status and payment dates from iplicit are written to HubSpot company properties, so overdue accounts can trigger a task or a sequence
- Project records in iplicit are linked to the HubSpot deal that won them, giving delivery and sales one view of the account
How the iplicit & HubSpot integration works
- Two-way sync
- Sync direction between iplicit and HubSpot
- Real time sync
- How often data updates flow
- API token
- Secure authentication method
- Customers, Invoices, Payments, Projects
- Records kept in sync
- Sales Hub
- HubSpot hubs supported
- A few weeks, scoped up front
- Typical time to deploy
Typical setup
- Scope systems and data access
- Map fields and ownership rules
- Dry run against real data
- 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
iplicit & HubSpot integration: FAQs
Does iplicit have an API that HubSpot can use?
Can the integration handle several legal entities in one iplicit group?
How long does an iplicit HubSpot integration take?
How much does an iplicit HubSpot integration cost?
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Advanced HubSpot accreditation specifically for complex API integrations and custom development projects.
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