HubSpot
Sync your HubSpot CRM data into DualEntry to automate revenue recognition, contract management, and financial reporting.
Overview
The HubSpot integration allows you to bridge the gap between your sales pipeline and your accounting records. By connecting your CRM to DualEntry, you can automatically transform closed-won deals into financial contracts, ensuring that revenue recognition and invoicing are perfectly aligned with your sales activity.
Companies
Deals
Products
Invoices
Data synced
The integration syncs the following data types:
Creates Customer records (company type). Only companies tied to closed-won deals are synced. Name, email, phone, website, and structured address fields are mapped.
Creates or updates Item records. Maps name, SKU, description, price, and product type (inventory / non-inventory / service via integration settings). Service items get a deferred revenue account. Billing frequency drives rev-rec cadence.
Stored as intermediate IntegrationRecord rows during sync. Resolved into PerformanceObligation entries when the associated Deal is processed.
Creates a draft Contract in DualEntry. Maps deal name, description (includes HubSpot deal URL), close date as contract/start date, and associated company as customer. Each nonzero line item becomes a PerformanceObligation linked to the mapped Item.
Requires hubspot_sync_invoices_enabled setting (default: off). Maps invoice date, due date, currency, exchange rate, memo, and line items. Items are created or matched via get_or_create_item logic.
Key Features
Automated Contract Creation
Transform HubSpot "Closed-Won" deals into DualEntry contracts automatically, including all line items and performance obligations.
Intelligent Customer Sync
Only HubSpot Companies associated with closed-won deals are imported as Customers in DualEntry—no prospect clutter.
Unified Product Mapping
HubSpot Products sync to DualEntry Items with SKU, description, pricing, and revenue recognition cadence derived from billing frequency.
GL account auto-assignment
Income, expense, and deferred revenue accounts are mapped to items automatically via integration settings. Service-type items receive deferred revenue accounts.
Incremental syncing
The integration uses a cutoff timestamp to sync only new or updated records, keeping sync runs fast and efficient.
FAQ
The integration runs on a daily scheduled sync automatically. You can also trigger a manual sync at any time from the DualEntry platform via the integration settings page.
Only deals in the "Closed-Won" stage trigger company and contract creation in DualEntry. Open pipeline deals and other stages are not synced.
Deals are created as draft Contracts in DualEntry. Your team reviews and activates them as part of the normal contract workflow.
