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Built for Complex HubSpot Workflows

Everything you need to automate fulfillment, accounting, and ecommerce operations.

Turn closed HubSpot deals into QuickBooks invoices or sales orders

Connex can sync deals by pipeline status into QuickBooks Enterprise. Use our rules engine to map custom fields and mismatched products.

Give sales reps QuickBooks purchase and payment history inside HubSpot

Create a custom HubSpot workflow, after Connex syncs data to HubSpot. Send reminders to purchase products and create follow up tasks in HubSpot.

Map exceptions without breaking accounting workflows

Use the Connex rules engine to map mismatched products and customers to HubSpot. Keep your existing workflow intact.

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How Connex Works

Connex is a cloud-based integration platform that connects HubSpot and QuickBooks Enterprise, syncing customer records, sales data, and transaction information between the two systems automatically.

A B2B sales workflow doesn't always follow a standard path from HubSpot to QuickBooks and back. Customer records may exist in both systems with slightly different details. Sales orders in QuickBooks need to be visible to reps in HubSpot. Invoices created in QuickBooks need to reflect the deal terms closed in HubSpot. When those handoffs rely on manual work, workflows become harder to maintain and easier to break.

 

How Connex Solves It

 

HubSpot and QuickBooks Enterprise are built for different parts of your business. HubSpot manages customer relationships, deals, sales activity, and marketing. QuickBooks Enterprise manages transactions, accounting, inventory, and financial records.

Connex connects those workflows.

Sync QuickBooks customer and sales information into HubSpot so your sales team can see what customers actually purchased without constantly switching systems or asking accounting for information.

For more advanced workflows, QuickBooks Enterprise sales orders can become part of your HubSpot sales process, helping eliminate duplicate entry and giving sales and operations teams access to the information they need.

Instead of forcing one system to do everything, Connex lets each team continue working in the software built for them.

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Multi-channel operations

Fine Lines avoided a costly ERP migration by streamlining their operations with Connex

Instead of replacing tools their team already knew, Fine Lines used Connex to sync orders and inventory automatically, saving an estimated $60,000 in software and implementation costs.

"We were evaluating an expensive ERP migration, but Connex gave us another option.  Saving an estimated $60,000 in software and implementation costs."

 

— Josh Stamper, COO, Fine Lines.

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Complex workflows

How ProBiora Health Automated Complex QuickBooks Enterprise, HubSpot & ShipStation Workflows with Connex

ProBiora Health develops science-backed oral probiotics and relies on QuickBooks Enterprise, HubSpot, and ShipStation to manage sales, reporting, and fulfillment. Their complex workflow required custom field mapping, mismatched product mapping, status-based deal syncing, and automated order processing across all three systems.

View case study

Automating Complex Workflows Across QuickBooks, HubSpot & ShipStation

ProBiora Health develops science-backed oral probiotics and relies on QuickBooks Enterprise, HubSpot, and ShipStation to manage sales, reporting, and fulfillment. Their existing integrations couldn’t support the complexity of their workflow, leaving the team to manually manage mismatched products, custom fields, order data, and deal syncing between systems. With Connex, ProBiora Health connected all three platforms, mapped products and custom fields, automated deals based on pipeline status, and sent orders from QuickBooks directly to ShipStation. The result was a streamlined workflow that saved more than 10 hours of manual data entry every week.

What Data Does Connex Sync Between HubSpot and QuickBooks?

Connex moves data in both directions, keeping your HubSpot and your books aligned without manual intervention.

Data Type SYNC DIRECTION Frequency
Products Two Way Scheduled
Inventory Two Way Scheduled
Orders Two Way Scheduled
Customers Two-Way Scheduled
Quotes QuickBooks HubSpot Scheduled
Taxes Two-Way Scheduled

Which HubSpot Integration Is Best For You

Turn QB Sales Into HubSpot Deals

 

Create Customer-Specific Rules with Connex

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    Troubleshooting HubSpot and QuickBooks Enterprise Sync Issues

    Duplicate customers, mismatched products, and invoices that do not reflect closed deal terms can create costly manual cleanup.

    Connex prevents these issues with configurable field mapping, duplicate controls, and clear sync-error details, so your sales and accounting data stays aligned.

     

    See What Manual Data Entry Is Costing You

    Estimate the time and labor your team is losing to manual customer and order entry between HubSpot and QuickBooks Enterprise.

    Why Basic Connectors Break Down for HubSpot and QuickBooks Enterprise

    Capability Buyer Need Basic HubSpot Connector Connex
    QuickBooks Enterprise Support QuickBooks Enterprise Support No Yes
    Custom properties and field mapping Custom field mapping No Yes
    Deal-Invoice Workflow Deal-Invoice Workflow No Yes
    Sales Order to Quote Workflow Sales Order to Quote Workflow No Yes
    Technical Support Technical Support Generic Troubleshooting Support for your specific fulfillment and accounting workflow
    No onboarding Set Up Approach Self-Service Guided implementation with ecommerce specialists
    Onboarding Onboarding Documentation or DIY setup Workflow assessment, configuration, testing, and launch support
    Duplicate prevention Duplicate prevention Basic matching Configurable matching logic
    Best For Best For Built for simple A → B syncing Built for complex, multi-system workflows

    Frequently Asked Questions

    Can Connex connect HubSpot with QuickBooks Enterprise specifically?
    Yes. Connex supports QuickBooks Enterprise. If you are on QuickBooks Enterprise and need a HubSpot integration, Connex is one of the few solutions built to handle it.
    What data can sync between HubSpot and QuickBooks Enterprise?
    Connex can sync customers and contacts, products and line items, invoices, sales orders, payment status, and custom fields in both directions. The exact objects and fields are configured during implementation based on your workflow.
    Can sales reps see QuickBooks purchase history inside HubSpot?
    Yes. Connex can surface QuickBooks transaction data, including order history, invoice status, payment history, and outstanding balances, directly on HubSpot contact and company records. Reps see the financial context they need without logging into QuickBooks.
    Can a closed deal in HubSpot automatically create an invoice in QuickBooks Enterprise?
    Yes. You can configure Connex to trigger invoice creation in QuickBooks when a HubSpot deal reaches a specific pipeline stage. The invoice is built from the deal's line items, customer record, and pricing, with no manual data entry required.
    Can QuickBooks activity trigger HubSpot workflows?
    Yes. Payment received, invoice overdue, or customer status changes in QuickBooks can update HubSpot contact properties or trigger HubSpot workflow automation. For example, a paid invoice in QuickBooks can trigger a follow-up sequence or update a deal stage in HubSpot.
    Does Connex support custom field mapping between HubSpot and QuickBooks Enterprise?
    Yes. Custom HubSpot deal properties and QuickBooks Enterprise custom fields can be mapped to each other during implementation. This is one of the primary reasons companies choose Connex over simpler connectors, which typically only map standard fields.
    What happens when a sync fails or a record has an error?
    Connex flags sync errors and surfaces them with enough detail for your team to identify and resolve the issue. You are not left with silent failures or corrupted records. The Connex support team is also available to help diagnose and fix integration issues.
    Does Connex require a software developer to set up?
    No. Connex integration specialists work with your team to configure the workflow. There are no files to install inside HubSpot or QuickBooks Enterprise. Business users can adjust field mappings and workflow rules without writing code.
    What does implementation look like?
    Connex works with your team during onboarding to map your workflow, configure the integration, and test it before going live. Implementation complexity varies based on the number of objects being synced, the number of custom fields, and the conditional logic required. Most implementations are completed with direct support from the Connex team rather than self-service configuration.
    What should B2B sales teams look for in a HubSpot and QuickBooks Enterprise integration?
    Look for conditional field mapping. In many cases, products and customers are mismatched between two systems. Changing the product identifier might cause other systems to break. Ask the provider if they provide set up assistance, testing and workflow testing.
    Can HubSpot contacts and deals sync automatically to QuickBooks customers and transactions?
    Yes, Connex can sync orders from QuickBooks as deals or those deals can become invoices. Connex provides two way syncing.

    Turn QuickBooks Enterprise Sales Into HubSpot Opportunities

    A sale entered in QuickBooks Enterprise shouldn't have to be manually recreated in HubSpot.

    Connex can move sales information from QuickBooks Enterprise into HubSpot, helping your sales team build deals and follow-up workflows around actual customer purchasing activity.

    That means less copying and pasting, fewer discrepancies between systems, and better visibility into what happens after a customer buys.

    FREQUENTLY ASKED QUESTION
     

    Can Connex connect HubSpot with QuickBooks Enterprise?

    Yes. Connex supports HubSpot and QuickBooks Enterprise and can automate workflows that move customer and sales information between the systems.

    FREQUENTLY ASKED QUESTION
     

    Can sales reps see QuickBooks order history in HubSpot?

    Connex can sync QuickBooks sales data into HubSpot so sales teams can access customer purchasing information alongside CRM activity.

     

    Turn QuickBooks Enterprise Sales Into HubSpot Opportunities

    A sale entered in QuickBooks Enterprise shouldn't have to be manually recreated in HubSpot.

    Connex can move sales information from QuickBooks Enterprise into HubSpot, helping your sales team build deals and follow-up workflows around actual customer purchasing activity.

    That means less copying and pasting, fewer discrepancies between systems, and better visibility into what happens after a customer buys.

     

    Give Sales Teams QuickBooks Purchase History in HubSpot

    Sales teams lose valuable context when customer interactions live in HubSpot but purchase history stays in QuickBooks Enterprise. Connex brings QuickBooks customer and sales information into HubSpot, giving reps visibility into what customers actually purchased without switching systems or relying on accounting to look it up. Keep sales activity and purchase history connected in one CRM view so your team can follow up with better context, identify new opportunities, and spend less time chasing information across systems.

     

    FREQUENTLY ASKED QUESTION
     

    Do salespeople need access to QuickBooks Enterprise?

    Not necessarily. One of the advantages of connecting the systems is giving sales teams relevant QuickBooks customer and sales information inside HubSpot while accounting and operations continue working in QuickBooks Enterprise.

     
    FREQUENTLY ASKED QUESTION
     

    Can Connex support custom HubSpot and QuickBooks Enterprise workflows?

    Yes. Connex is designed for businesses whose workflows don't fit a basic one-size-fits-all connector. We can help map how information should move between your systems based on your actual sales and accounting processes.

     

    Automate What Happens After the Sale

    Once a customer purchases, that activity can create opportunities for follow-up, renewals, reorders, upsells, or other sales processes.

    By bringing QuickBooks Enterprise transaction data into HubSpot, Connex helps you build workflows around what customers actually buy—not just what happened before the sale.

    For example:

    QuickBooks Enterprise Sales Order → HubSpot Deal → HubSpot Quote → Customer Payment → Paid Invoice

    Instead of relying on employees to move information between sales and accounting, your systems can support one connected workflow.

    Keep Sales and Accounting Connected

    HubSpot tells your sales team who the customer is and how your company has interacted with them.

    QuickBooks Enterprise tells you what they actually purchased.

    Connex helps connect the two, giving your team a more complete view of the customer without duplicate data entry or disconnected spreadsheets.

    FREQUENTLY ASKED QUESTION
     
    What kind of support and onboarding do you offer?
     
    We offer a 3 hour onboarding package to assist with pairing, set up and testing. We provide on going phone and email support. Most tickets are responded within a 4 - 6 hour timeframe during business hours.

    Proof

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    Order workflow automation

    Fine Lines avoided an ERP migration and saved roughly $60,000 by staying on their existing stack with Connex.

    Order workflow automation

    Kaley Scott's team saved close to 40 hours a week migrating from ShipStation to ShipHero with Connex handling the sync.

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    Order workflow automation

    Loaded Boards saves more than 100 hours a month on fulfillment related accounting work.

    ROI

    Calculate the hours your team is losing to manual fulfillment fixes. 

    Stop Copying Data Between HubSpot and QuickBooks

    When HubSpot and QuickBooks Enterprise are disconnected, teams waste time switching systems and entering the same data twice. Connex automates the flow of customer and sales information between them, keeping sales and accounting connected without changing the tools they already use.

    Find a story that matches your workflow

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    Complex Workflows

    How Vast Video Games Automated Complex BigCommerce, QuickBooks & Pre-Order Workflows with Connex

    Vast Video Games sells Nintendo video games and accessories across 10 retail and wholesale channels, requiring complex pre-order workflows, inventory synchronization, shipping rules, and 140+ custom mappings across BigCommerce, QuickBooks Enterprise, and ShipStation.

    View case study
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    Order workflow automation

    How Bridal Outlet Automated a Complex WooCommerce + QuickBooks Workflow and Saved 20+ Hours Per Week

    The Bridal Outlet is an online retailer specializing in discounted wedding dresses and bridal apparel. By sourcing overstock, samples, and clearance inventory, they provide brides access to high-quality designer gowns at a fraction of traditional retail pricing.

    View case study
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    Order workflow automation

    How SS Tubes Automated Order Sync and Inventory Workflows to Eliminate Errors and Scale Operations

    As SS Tubes scaled to over 10,000 SKUs, disconnected systems created delays, errors, and manual work. Connex automated their workflows across Shopify, ShipStation, and QuickBooks—turning a fragmented process into a scalable operation.

    View case study
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    Multi-channel operations

    Soap brand improved inventory control and scaled sales

    Connex helped automate inventory workflows across systems to reduce manual work and support growth.

    View case study
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    Fix broken workflows

    Manufacturer reduced reconciliation work and improved accuracy

    Connex automated sales and accounting workflows so the team could scale without spreadsheet-driven cleanup.

    View case study
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    Fix broken workflows

    Plus Plus automated 15,000+ orders and improved team coordination

    Connex reduced manual reconciliation and connected warehouse, sales, and accounting workflows in real time.

    View case study

    Why Competitors Fail

    Basic Connector Basic Connector Connex
    Built for complex, multi-system workflows Built for simple A → B syncing Built for complex, multi-system workflows
    Mostly one-way data movement Mostly one-way data movement Two-way order, inventory & fulfillment workflows
    Rigid field mappings Rigid field mappings Conditional rules & custom field mapping
    Little accounting logic Limited accounting logic Accounting, tax, payment & reconciliation logic
    No onboarding No onboarding Guided implementation
    Generic support DIY setup and troubleshooting Guided implementation with ecommerce specialists
    Feature name Break down on exceptions Automates exceptions and unique business rules