Closing a sale shouldn't be the end of your sales workflow. For many B2B companies, it should trigger the next one.
The problem is that valuable customer information often gets trapped in QuickBooks while sales teams spend their day in HubSpot. Connecting the two systems gives salespeople access to purchasing data and creates opportunities to automate what happens next.
Here are five ways businesses can use QuickBooks and HubSpot together.
Your salesperson can see emails, calls, meetings, and notes in HubSpot. But can they see what the customer actually purchased? Often, QuickBooks has the order history. Sometimes, the sales person lacks direct access to QuickBooks.
Connex can sync QuickBooks sales data into HubSpot, including customer details, product SKUs, quantities, order dates, and discounts.
Instead of switching between systems, sales reps can see purchasing activity alongside the customer relationship.
Order history gives your sales team something much more useful than another generic contact list: buying context.
Suppose a customer purchased a product six months ago that normally needs replenishment. Your team can use that purchasing information in HubSpot to help identify customers who may be ready to reorder.
The workflow could look like:
QuickBooks order → Connex → HubSpot → Sales follow-up
Now your salespeople know not only who to contact, but why.
Purchase history can also identify opportunities for additional sales.
If customers who purchase Product A frequently need Product B, your sales team can use the QuickBooks order information available in HubSpot to create a more relevant follow-up. In HubSpot, you can create workflows based on customer and order history. You could create a task to call a customer who needs to purchase a replacement product.
Instead of asking, "Is there anything else we can help you with?" the salesperson can have a conversation based on what the customer actually purchased.
QuickBooks Enterprise users can take the integration further.
If your operations team creates sales orders in QuickBooks, Connex can send sales information into HubSpot. Instead of manually entering the same opportunity again, that information can become part of your HubSpot sales process.
For example:
QuickBooks Enterprise Sales Order → HubSpot Deal → HubSpot Quote → Customer Payment → Paid Invoice
Your operations team can continue working in QuickBooks while sales manages the relationship and opportunity in HubSpot.
This is where the integration becomes more than moving information between two applications.
QuickBooks and HubSpot perform different jobs. QuickBooks manages accounting and transactions. HubSpot manages customer relationships, deals, sales activity, and marketing.
Connex helps connect those processes.
The important question isn't simply:
"How do I integrate QuickBooks with HubSpot?"
A better question is:
"What should happen after my customer buys?"
Maybe a salesperson should follow up 90 days later. Maybe purchasing one product should create an opportunity for another. Maybe a QuickBooks Enterprise sales order needs to become a HubSpot deal and quote.
Those are workflows—not simply integrations.