HubSpot + SmartBill Integration

Integrate HubSpot to SmartBill in one click, or tell Integrately AI how you want each deal handled. Generate financial documents, record payment collections, and keep your accounting updated automatically.

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1.
  • HubSpot
    Contact is created in a list in HubSpot
  • HubSpot
    Contact is created in HubSpot
  • HubSpot
    Contact is updated in HubSpot
  • HubSpot
    Company is created in HubSpot
  • HubSpot
    Company is updated in HubSpot
  • HubSpot
    Deal is created in HubSpot
  • HubSpot
    Deal stage is changed in HubSpot
  • HubSpot
    Deal is updated in HubSpot
  • HubSpot
    Task is created in HubSpot
  • HubSpot
    Task is updated in HubSpot
  • HubSpot
    Task is marked as done in HubSpot
  • HubSpot
    Quote is created in HubSpot
  • HubSpot
    Quote is created or updated in HubSpot
  • HubSpot
    New Line item is created in HubSpot
  • HubSpot
    LineItem is created/updated in HubSpot
  • HubSpot
    Product is created in HubSpot
  • HubSpot
    Product is updated in HubSpot
  • HubSpot
    Form is submitted in HubSpot
  • HubSpot
    Email event is created in HubSpot
  • HubSpot
    Engagement is created in HubSpot
  • HubSpot
    Engagement is created/modified in HubSpot
  • HubSpot
    Blog post is created in HubSpot
  • HubSpot
    Blog tag is created in HubSpot
  • HubSpot
    Social media message is broadcasted in HubSpot
  • HubSpot
    Email subscription timeline is created in HubSpot
  • HubSpot
    Ticket is created in HubSpot
  • HubSpot
    Ticket is updated in HubSpot
  • HubSpot
    File is created/uploaded in HubSpot
  • HubSpot
    Form is created in HubSpot
Arrow Right
2.
  • HubSpot
    Associate contact with company in HubSpot
  • HubSpot
    Uninstall App in HubSpot
  • HubSpot
    Associate Deal with Contact in HubSpot
  • HubSpot
    Associate Deal with Company in HubSpot
  • HubSpot
    Associate engagement with related object in HubSpot
  • HubSpot
    Remove email subscription in HubSpot
  • HubSpot
    Create contact in HubSpot
  • HubSpot
    Update contact in HubSpot
  • HubSpot
    Add contact to a list in HubSpot
  • HubSpot
    Remove contact from list in HubSpot
  • HubSpot
    Create or Update contact in HubSpot
  • HubSpot
    Get contact by id in HubSpot
  • HubSpot
    Archive contact in HubSpot
  • HubSpot
    Create company in HubSpot
  • HubSpot
    Update company in HubSpot
  • HubSpot
    Get company by id in HubSpot
  • HubSpot
    Archive company in HubSpot
  • HubSpot
    Create deal in HubSpot
  • HubSpot
    Update deal in HubSpot
  • HubSpot
    Get deal by id in HubSpot
  • HubSpot
    Archive deal in HubSpot
  • HubSpot
    Create task in HubSpot
  • HubSpot
    Update task in HubSpot
  • HubSpot
    Mark task as completed in HubSpot
  • HubSpot
    Archive task in HubSpot
  • HubSpot
    Create note in HubSpot
  • HubSpot
    Add note to contact in HubSpot
  • HubSpot
    Add note to deal in HubSpot
  • HubSpot
    Upload file in HubSpot
  • HubSpot
    Create engagement in HubSpot
  • HubSpot
    Create blog post in HubSpot
  • HubSpot
    Create blog tag in HubSpot
  • HubSpot
    Get quote by id in HubSpot
  • HubSpot
    Create line-item in HubSpot
  • HubSpot
    Update line-item in HubSpot
  • HubSpot
    Get line-item by id in HubSpot
  • HubSpot
    Archive line-item in HubSpot
  • HubSpot
    Create ticket in HubSpot
  • HubSpot
    Update ticket in HubSpot
  • HubSpot
    Get ticket by id in HubSpot
  • HubSpot
    Archive ticket in HubSpot
  • HubSpot
    Get associated records in HubSpot
  • HubSpot
    Get deal associated records in HubSpot
  • HubSpot
    Associate task with contact in HubSpot
  • HubSpot
    Associate ticket to related object in HubSpot
  • HubSpot
    Associate deal with line item in HubSpot
  • HubSpot
    Remove Association in HubSpot
  • HubSpot
    Create form submission in HubSpot
  • HubSpot
    Create social media message in HubSpot
  • HubSpot
    Add contact to workflow in HubSpot
  • HubSpot
    Retrieve signed URL for file in HubSpot
  • HubSpot
    Create product in HubSpot
  • HubSpot
    Update product in HubSpot
  • HubSpot
    Get product by id in HubSpot
  • HubSpot
    Archive product in HubSpot
  • HubSpot
    Get owner by Id in HubSpot
  • HubSpot
    Get form by id in HubSpot
  • HubSpot
    Get owner by Email in HubSpot
  • HubSpot
    Get pipeline stage details in HubSpot
  • HubSpot
    Search contact in HubSpot
  • HubSpot
    Search contact by email in HubSpot
  • HubSpot
    Search company in HubSpot
  • HubSpot
    Search company by name in HubSpot
  • HubSpot
    Search company by domain in HubSpot
  • HubSpot
    Search company by website in HubSpot
  • HubSpot
    Search deal in HubSpot
  • HubSpot
    Search deal by name in HubSpot
  • HubSpot
    Search task by title in HubSpot
  • HubSpot
    Search blog by name in HubSpot
  • HubSpot
    Search tickets in HubSpot
  • HubSpot
    Search products in HubSpot
  • HubSpot
    Search line items in HubSpot
  • HubSpot
    Search blog tag in HubSpot
  • SmartBill
    Create invoice in SmartBill
  • SmartBill
    Send document by email in SmartBill
  • SmartBill
    Create payment collection in SmartBill
  • SmartBill
    Create proforma in SmartBill
  • SmartBill
    Get invoice PDF in SmartBill

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Ready Workflows Ready Workflows for HubSpot + SmartBill Integration

Generate SmartBill invoices from new HubSpot deals, create payment collections, send documents by email, and track financial records, all in just one click.

Most popular automationmost-popular-automations
HubSpot + SmartBill Integration

Create SmartBill order for new HubSpot deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. HubSpot and SmartBill work together to make accounting and bookkeeping simple.

When you create a deal in HubSpot, it will automatically create an order in SmartBill. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with HubSpot and SmartBill.
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Connect more apps to your HubSpot + SmartBill flow

Connect your core customer data and accounting with marketing, payments, and team communication tools. Pick a combination and activate it in one click.

HubSpot
SmartBill
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ShopifyShopify (4)
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StripeStripe (3)
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MailchimpMailchimp (3)
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Google SheetsGoogle Sheets (3)
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SlackSlack (3)
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Google DriveGoogle Drive (3)
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Create a HubSpot contact and a SmartBill invoice when a new Shopify order is placed
Every new Shopify order immediately creates a contact in HubSpot and generates an invoice in SmartBill, eliminating manual data entry.
S
H
S
Create a HubSpot deal and a SmartBill proforma when a Shopify checkout is completed
Capture Shopify checkouts as deals in HubSpot and issue a proforma in SmartBill instantly.
S
H
S
Send a SmartBill invoice by email and update HubSpot when a Shopify order is paid
Email customers their SmartBill invoice and update their HubSpot record when Shopify confirms payment.
S
C
H
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Use ChatGPT to categorise Shopify customer orders, create HubSpot contacts, and generate SmartBill invoices
Analyse order notes with ChatGPT before creating HubSpot contacts and SmartBill invoices.

Supported triggers and actions for HubSpot and SmartBill

Mix and match to build the exact automation you need

HubSpot
HubSpot Triggers & Actions
Contact is created in a list in HubSpot
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Contact is created in HubSpot
Triggers the automation when a new contact is created
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Contact is updated in HubSpot
Triggers the automation when a contact is updated
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Company is created in HubSpot
Triggers the automation when a new company is created
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Company is updated in HubSpot
Triggers the automation when a company is updated
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Deal is created in HubSpot
Triggers the automation when a deal is created
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Deal stage is changed in HubSpot
Triggers the automation when a deal stage is changed
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Deal is updated in HubSpot
Triggers the automation when a deal is updated
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Task is created in HubSpot
Triggers the automation when a new task is created
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Task is updated in HubSpot
Triggers the automation when a task is updated
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Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
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Quote is created in HubSpot
Triggers the automation when a new quote is created
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Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
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New Line item is created in HubSpot
Triggers the automation when a new line item is added
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LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
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Product is created in HubSpot
Triggers the automation when a new product is created
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Product is updated in HubSpot
Triggers the automation when a product is updated
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Form is submitted in HubSpot
Triggers the automation when a form is filled
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Email event is created in HubSpot
Triggers the automation when any email event occurs
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Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
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Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
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Blog post is created in HubSpot
Triggers the automation when a new blog post is created
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Blog tag is created in HubSpot
Triggers the automation when a new tag is added to blog
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Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
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Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
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Ticket is created in HubSpot
Triggers the automation when a new ticket is created
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Ticket is updated in HubSpot
Triggers the automation when a ticket is modified
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File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
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Form is created in HubSpot
Triggers the automation when a new form is created
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Associate contact with company in HubSpot
Associates a contact with a company
Try it โ†’
Uninstall App in HubSpot
Removes the application from the system.
Try it โ†’
Associate Deal with Contact in HubSpot
Link a support Dealto a contact
Try it โ†’
Associate Deal with Company in HubSpot
Link a support ticket to a corresponding object
Try it โ†’
Associate engagement with related object in HubSpot
Link a support engagement to a corresponding object
Try it โ†’
Remove email subscription in HubSpot
Removes an email subscription
Try it โ†’
Create contact in HubSpot
Adds a new contact to the database
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Update contact in HubSpot
Updates contact information with new details
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Add contact to a list in HubSpot
Adds a contact to a predefined contact list
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Remove contact from list in HubSpot
Removes a particular contact from a designated list
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Create or Update contact in HubSpot
Adds or update contact information
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Get contact by id in HubSpot
Retrieves a contact's information based on their id
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Archive contact in HubSpot
Archive a particular contact's details for future reference
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Create company in HubSpot
Generates a new company profile with given details
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Update company in HubSpot
Updates company information
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Get company by id in HubSpot
Retrieves a company's details using its id
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Archive company in HubSpot
Archive company files and data for future reference
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Create deal in HubSpot
Generates a new deal with
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Update deal in HubSpot
Updates deal information based on new criteria or changes
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Get deal by id in HubSpot
Retrieves a deal by its id
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Archive deal in HubSpot
Save and store deal information for future reference
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Create task in HubSpot
Creates a new task
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Update task in HubSpot
Updates the task with new information or changes
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Mark task as completed in HubSpot
Marks task as completed
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Archive task in HubSpot
Move completed tasks to a designated archive folder
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Create note in HubSpot
Creates a new note in the particular format
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Add note to contact in HubSpot
Adds a personalized note to a contact
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Add note to deal in HubSpot
Adds a note to a deal
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Upload file in HubSpot
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Create engagement in HubSpot
Logs a new engagement or interaction, such as a call, email, or meeting
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Create blog post in HubSpot
Generates and publish a new blog post
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Create blog tag in HubSpot
Creates tags for blog posts based on content keywords
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Get quote by id in HubSpot
Retrieves a quote using its id
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Create line-item in HubSpot
Creates a new line item
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Update line-item in HubSpot
Updates the details of a line-item
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Get line-item by id in HubSpot
Retrieves a line-item from a database using its id
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Archive line-item in HubSpot
Store a line-item for future reference
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Create ticket in HubSpot
Generates a new ticket
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Update ticket in HubSpot
Updates ticket information
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Get ticket by id in HubSpot
Retrieves a ticket by its id
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Archive ticket in HubSpot
Archive closed tickets for better organization
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Get associated records in HubSpot
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Get deal associated records in HubSpot
Try it โ†’
Associate task with contact in HubSpot
Link a task to a contact in the contact list
Try it โ†’
Associate ticket to related object in HubSpot
Link a support ticket to a corresponding object
Try it โ†’
Associate deal with line item in HubSpot
Associates a deal with a line item
Try it โ†’
Remove Association in HubSpot
Removes an association
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Create form submission in HubSpot
Generates a form submission from input data
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Create social media message in HubSpot
Creates a new social media message
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Add contact to workflow in HubSpot
Adds a contact to a workflow
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Retrieve signed URL for file in HubSpot
Retrieves a signed url for a file
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Create product in HubSpot
Generates and launch new products
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Update product in HubSpot
Updates product information
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Get product by id in HubSpot
Retrieves product information using its id
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Archive product in HubSpot
Move discontinued products to an archive folder for future reference
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Get owner by Id in HubSpot
Retrieves owner information based on the provided unique id
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Get form by id in HubSpot
Retrieves a form based on its id
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Get owner by Email in HubSpot
Retrieves owner information based on the provided email address
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Get pipeline stage details in HubSpot
Retrieves detailed information about a stage in a pipeline
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Search contact in HubSpot
Searches and locate contact information
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Search contact by email in HubSpot
Finds and retrieves contact information using their email address
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Search company in HubSpot
Searches for and retrieve detailed information about different companies
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Search company by name in HubSpot
Searches for a company using its name
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Search company by domain in HubSpot
Searches for a company's information based on its domain
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Search company by website in HubSpot
Searches for company information using their website address
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Search deal in HubSpot
Searches and identify the best deals based on particular criteria
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Search deal by name in HubSpot
Searches for a deal by its name
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Search task by title in HubSpot
Searches for a task by title
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Search blog by name in HubSpot
Searches for a blog by name
Try it โ†’
Search tickets in HubSpot
Searches for tickets
Try it โ†’
Search products in HubSpot
Searches for products
Try it โ†’
Search line items in HubSpot
Searches for line items
Try it โ†’
Search blog tag in HubSpot
Searches for a blog tag
Try it โ†’
SmartBill
SmartBill Triggers & Actions
No trigger is available
Create invoice in SmartBill
Generates a new invoice
Try it โ†’
Send document by email in SmartBill
Emails the document
Try it โ†’
Create payment collection in SmartBill
Try it โ†’
Create proforma in SmartBill
Generates a proforma
Try it โ†’
Get invoice PDF in SmartBill
Retrieves the invoice as a PDF
Try it โ†’

What can you automate with HubSpot + SmartBill?

Streamline your entire customer lifecycle from CRM deals to financial invoicing and records.

What you can automate?
๐Ÿงพ
Generate invoices from new CRM deals automatically
Create a SmartBill invoice the moment a deal is created in HubSpot, removing manual paperwork and accelerating your billing cycle.
๐Ÿ“‹
Capture every submitted deal and contact detail
Map all available HubSpot contact and deal fields directly into SmartBill documents so nothing gets left behind.
๐Ÿ””
Notify your finance team instantly on Slack
Alert your team in Slack the moment a new SmartBill invoice is generated from a HubSpot deal update.
๐Ÿ”€
Route documents based on deal stage changes
Create standard invoices or proformas in SmartBill depending on whether a HubSpot deal is newly created or marked closed won.
๐Ÿ”„
Keep customer records updated across platforms
Update contact details in HubSpot whenever corresponding client records or documents are modified in SmartBill.
๐Ÿ›ก๏ธ
Prevent duplicate records with smart matching
Search existing database entries before creating new contacts or invoices to keep your accounts clean and organised.
โฑ๏ธ
Handle later status changes and payment collections
Create payment collections in SmartBill or send follow-up documents by email when deal statuses or payments update.
๐Ÿ”—
Extend your workflow with Google Sheets
Log every automated HubSpot and SmartBill transaction in Google Sheets to maintain an accessible archive for review.
And much more...

Who is HubSpot + SmartBill integration for?

Connecting HubSpot and SmartBill helps growing businesses eliminate manual data entry between CRM pipelines and accounting records.

Finance directors and accounting leads
Finance directors and accounting leads
Sales managers and account executives
Sales managers and account executives
Client service teams and agency owners
Client service teams and agency owners
High-volume operations teams
High-volume operations teams
Billing and administrative staff
Billing and administrative staff
Business owners and founders
Business owners and founders
๐Ÿ“ˆ
Finance directors and accounting leads
You rely on accurate revenue reports to forecast growth, but manual invoice creation leaves gaps in your financial ledgers โ€” integrating these apps means every new HubSpot deal instantly generates a SmartBill invoice and your financial reporting stays current.
โšก
Sales managers and account executives
You need to issue billing documents the moment a client signs, but waiting on admin handoffs slows down your sales cycle โ€” connecting these apps means your team closes deals in HubSpot and triggers invoices in SmartBill without missing a beat.
๐Ÿค
Client service teams and agency owners
You answer to clients who expect prompt financial documentation, but juggling CRM contacts and separate invoicing tools causes delays โ€” automating both apps means client records and proformas sync automatically and your service delivery runs smoothly.
๐Ÿ“Š
High-volume operations teams
The volume of daily deals and client sign-ups is too high for anyone to keep up by hand, leading to missed billing records โ€” this integration means every transaction flows straight from HubSpot into SmartBill with zero manual data entry.
๐Ÿ”„
Billing and administrative staff
You own the invoicing process and depend on sales reps to hand over deal details, but communication lags cause delayed invoicing โ€” with this integration, approved HubSpot deals automatically initiate the correct SmartBill financial documents.
๐Ÿ—‚๏ธ
Business owners and founders
You need a reliable history of all customer interactions and financial transactions, but find scattered records between your CRM and accounting software โ€” connecting these apps means every contact and invoice creates a unified audit trail.
Our team

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Why choose Integrately to automate HubSpot + SmartBill

Build and manage your HubSpot + SmartBill automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect HubSpot + SmartBill with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect HubSpot to SmartBill?
Frequently Asked Questions
You can connect HubSpot to SmartBill in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for your exact requirements. With 42,000+ active users and 1,500+ integrations, syncing customer data and accounting records is seamless.
Can I automatically create a SmartBill invoice when a new HubSpot deal is won?
Frequently Asked Questions
Can I connect HubSpot, SmartBill, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for HubSpot and SmartBill?
Frequently Asked Questions
How are HubSpot contacts synced with SmartBill accounting documents?
Frequently Asked Questions
Can I generate SmartBill proformas and payment collections from HubSpot updates?
Frequently Asked Questions
Do I need coding skills to automate HubSpot and SmartBill?
Frequently Asked Questions
Is the HubSpot and SmartBill integration free?
Frequently Asked Questions
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You Can Also Connect HubSpot or SmartBill With 1500+ Other Apps

HubSpot
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SmartBill
Popular SmartBill Integrations
Sync SmartBill with banking, expense tracking, and reporting tools to keep your business finances aligned.
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