Integration

HubSpot Integration

Automatically invoice customers when deals close in HubSpot. Connect your CRM and let Flowdock handle the full lifecycle from sales quote to tracked revenue.

Connect HubSpot

7 days free trial - No credit card needed

Deal Pipeline
Synced

Deals Won

34

+8 this month

Contracts

28

+6 new

Invoiced

$142K

+22%

Recent Closed Deals

AC

Acme Corp

Enterprise Plan

$24,000/yr
NS

NovaSoft

Pro Monthly

$1,200/mo
BW

BrightWave

Quarterly

$4,500/qtr
VL

VeloLabs

One-time Project

$8,500

Quote Conversion Progress

12 of 15 quotes converted to contracts

How It Works

From closed deal to paid invoice in five seamless steps - no manual data entry required.

1

Connect

Link your HubSpot portal in one click via OAuth. Flowdock syncs your deals, quotes, companies, contacts, and products.

2

Close a Deal

When a deal moves to "Closed Won" in HubSpot, Flowdock detects it instantly via webhook and pulls in the associated quotes.

3

Auto-convert

Approved quotes become Flowdock contracts with a full payment schedule generated from your quote line items - one-time, monthly, quarterly, or annual billing.

4

Invoice on Schedule

Flowdock generates outgoing invoices from each contract payment, complete with line items, customer details, and due dates.

5

Sync Back

Contract and payment status flows back to HubSpot as custom deal properties, so your sales team always sees the latest.

Key Features

Everything you need to bridge the gap between your CRM and financial operations.

Quote to Contract to Invoice

The full lifecycle from sales quote to tracked revenue, without manual data entry.

Recurring Billing Support

Monthly, quarterly, semi-annual, and annual billing frequencies from HubSpot line items automatically generate payment schedules.

Real-time Webhooks

Deal stage changes in HubSpot trigger instant processing in Flowdock - no polling, no delays.

Automatic Company Matching

HubSpot companies and contacts are linked to your existing Flowdock records by name and email.

Batch Conversion

Convert multiple approved quotes to contracts in one action. Save time on bulk deal closings.

Bidirectional Status Sync

Payment and contract status visible in both systems. Your sales team never leaves their CRM.

Full Data Sync

Deals, quotes, companies, contacts, and products stay in sync with incremental or full refresh.

Analytics Dashboard

Pipeline metrics, quote acceptance rates, and total contract value at a glance.

Built for Sales-led B2B Companies

If your team uses HubSpot for CRM and needs accepted quotes to flow into a proper financial tracking system - without copy-pasting into spreadsheets or juggling between disconnected tools - Flowdock is for you.

  • Eliminate manual quote-to-invoice data entry
  • Keep sales and finance teams aligned in real time
  • Track contract revenue from first quote to final payment
  • Support complex billing schedules from HubSpot line items

Contract Value

+22%
$142,500
MarLast 12 monthsFeb

Connect HubSpot in One Click

Secure OAuth connection. Your deals and quotes sync automatically, and contracts start generating within minutes.

Get Started Free