Custom engineered Accounting & Finance integration

Sage Intacct & HubSpot integration

Custom engineered for your business by SpotDev's accredited developers

Connect Sage Intacct to HubSpot so a won deal becomes an Intacct customer and invoice without rekeying, and invoice status, payments and revenue figures are visible on the HubSpot company and deal.

Why connect Sage Intacct to HubSpot

Finance teams on Sage Intacct and sales teams on HubSpot hold two versions of every customer. Deals are won in one system and invoiced in the other, and the handover between them is a spreadsheet or an email.

  • New customers are keyed into Intacct from the HubSpot deal, with the usual typos in names, addresses and payment terms
  • Account managers cannot see overdue invoices on the HubSpot company, so they call to upsell a customer who has not paid
  • Revenue recognised in Intacct is invisible to the sales reporting in HubSpot, so forecasts and actuals never reconcile
  • Third-party connector apps on the HubSpot App Marketplace cover standard objects but not your custom dimensions or approval rules

What you can do with Sage Intacct and HubSpot

The integration uses Intacct's Web Services API to keep customer, invoice, payment and revenue records aligned with HubSpot.

  • A deal moving to Closed Won creates or updates the Intacct customer and raises the AR invoice from the deal's line items
  • Invoice status, due date and amount outstanding from Intacct are written to the HubSpot deal and company as they change
  • AR payments recorded in Intacct update the HubSpot deal, so sales and customer success see when a customer has paid
  • Revenue by customer from Intacct is summarised onto the HubSpot company for account planning and renewal conversations

How the Sage Intacct & HubSpot integration works

Two-way sync
Sync direction between Sage Intacct and HubSpot
Real time sync
How often data updates flow
Customers, Invoices, Payments, Revenue
Records kept in sync
Sales Hub
HubSpot hubs supported

Typical setup

  1. Connect Intacct API
  2. Map objects and rules
  3. Dry run
  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

Sage Intacct & HubSpot integration: FAQs

Does Sage Intacct have an API that HubSpot can use?
Yes. Sage Intacct's Web Services API accepts XML requests over HTTPS and can create, update, read and delete standard and custom objects. Access needs Web Services credentials (a sender ID and password) plus a company login or session, and Sage publishes SDKs for .NET, Node.js and PHP.
Is there a native Sage Intacct app for HubSpot?
Not from Sage or HubSpot. Third-party connectors such as Commercient's Sage Intacct SYNC and SyncQ are listed on the HubSpot App Marketplace. We build custom when you need Intacct dimensions, entity structures, approval steps or revenue data that a packaged connector does not map.
What data can sync between Sage Intacct and HubSpot?
Customers, invoices, payments and revenue, in both directions. Which fields move, and which system wins when both change, is agreed in the mapping stage before anything runs against live data.
How much does a Sage Intacct HubSpot integration cost and how long does it take?
Both are set at scoping. Intacct projects vary with the number of entities, whether you use dimensions and how much history needs loading, so we agree a fixed price and timeline once we have seen your Intacct configuration.

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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