How Qoyod integrates with HubSpot to sync customers and deals between your accounting system and your CRM.
What the integration does
- Sync customers from Qoyod into HubSpot.
- Link HubSpot deals to invoices in Qoyod.
- Give sales teams visibility into a customer’s financial status from inside HubSpot.
Path in Qoyod
Settings › Integrations › HubSpot
Connection requirements
- An active HubSpot account.
- An API key from Qoyod plus your HubSpot API credentials.
General steps
- Open integration settings in Qoyod and choose HubSpot.
- Enter your account API details.
- Pick the fields and properties to sync.
- Save and activate the integration.
Notes
- HubSpot is most useful for businesses running long B2B sales cycles with multi-stage workflows.