HubSpot + Frihet
Sync contacts, deals, and companies between HubSpot CRM and Frihet.
Connect HubSpot nowWhat this integration does
Frihet's HubSpot integration connects your sales CRM to your financial management. When you close a deal in HubSpot, Frihet can automatically generate the corresponding quote or invoice with the contact and company data already filled in.
Contacts and companies sync bidirectionally. Create a client in Frihet and it appears in HubSpot. Update a phone number in HubSpot and it reflects in Frihet. No duplicates, no copying and pasting between systems.
Frihet's billing history enriches the contact profile in HubSpot. Your sales team can see outstanding invoices, total billed amount, and payment status directly from the CRM without leaving their usual tool.
Features
- Bidirectional contact and company sync
- Automatic quote or invoice creation when a deal is closed
- Billing history visible in HubSpot contact profiles
- Custom field mapping between both systems
- Duplicate detection by email and tax ID
- Pipeline stage sync with invoice statuses
- Campaign segmentation based on real financial data
How to set it up
- 1
Connect your HubSpot account
Go to Settings > Integrations and click Connect HubSpot. Authorize Frihet to access contacts, companies, and deals.
- 2
Configure field mapping
Map HubSpot contact and company fields to Frihet fields. Define which custom properties to sync.
- 3
Set automation rules
Choose when to generate invoices automatically: when a deal is closed, when it changes stage, or manually. Configure the default series and tax rates.
- 4
Test with a sample deal
Close a test deal in HubSpot and verify that the contact, company, and invoice are created correctly in Frihet.
Use cases
Sales team closing with CRM
Your team sells in HubSpot and needs every closed deal to generate an invoice without leaving the CRM. Frihet automates it.
Freelancer with a sales pipeline
You manage opportunities in HubSpot and want to invoice from Frihet without duplicating client data. The sync handles it.
Agency with account management
You track client relationships in HubSpot and bill retainers in Frihet. Both systems share the same client database.
Frequently asked questions
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