HubSpot + Sellsy

Connect sales and finance workflows in Sellsy by integrating HubSpot to connect CRM, marketing, sales, and service activity across your business.

Import Hubspot Deals to Sellsy invoices

This workflow regularly scans Hubspot deals in the stages you choose and converts eligible deals into invoices in Sellsy. It reads the deal, its associated company, contacts and line items from Hubspot.

Import Hubspot Deals to Sellsy estimates

This workflow converts selected Hubspot deals into estimates (quotes) in Sellsy. It reads the deal’s company, contacts and line items in Hubspot and uses them to create a formal proposal in Sellsy.

Import Hubspot Deals to Sellsy opportunities

This workflow builds Sellsy opportunities from Hubspot deals. It pulls information about the deal, its associated company and contacts from Hubspot and creates an opportunity in the Sellsy pipeline you define.

Update Sellsy Customers from Hubspot Data

This workflow keeps Sellsy customer records up to date with the latest information stored in Hubspot. It focuses on company and address details.

Import Hubspot Deals to Sellsy subscriptions

This workflow turns selected Hubspot deals into subscriptions in Sellsy. It reads the deal, associated company, contacts and line items, and uses them to create a Sellsy document model and subscription.

Seamless automation with HubSpot

HubSpot to Sellsy workflows

Connect Sellsy with HubSpot to automate workflows, synchronize data in real-time, and enhance efficiency across your business processes.

Unify customer data and workflows with HubSpot by integrating Sellsy to unify CRM, invoicing, and cashflow operations in one connected environment.

Sellsy is a CRM and financial management platform for growing businesses that brings together sales, invoicing, and cashflow tools in a single system. It is well suited to teams that want to align commercial activity with day-to-day financial operations.

Integration overview

How HubSpot and Sellsy work together

The Hubspot + Sellsy V2 integration connects your Hubspot CRM with Sellsy so that sales activity in Hubspot can automatically create and maintain documents in Sellsy such as invoices, quotes, opportunities and subscriptions. It also keeps key customer details aligned between the two systems.

It is designed for sales and finance teams who manage their sales pipeline in Hubspot and rely on Sellsy to issue invoices, estimates, opportunities or subscriptions. The integration provides a smooth handover from sales to billing without manual re-entry.

By turning Hubspot deals into structured Sellsy documents and keeping customer records in sync, the integration helps reduce typing errors, avoid delays between “closed won” and invoicing, and ensure customer, line item and pricing data stay consistent across tools.

Data flows

Core sync directions

Deals in Hubspot can be turned into:
Invoices in Sellsy
Estimates (quotes) in Sellsy
Opportunities in Sellsy
Subscriptions in Sellsy
Customer data (companies and addresses) in Hubspot can be used to update customers in Sellsy.
Hubspot is the source of truth for deals and customer information that start the process (company details, contacts, deal stages, line items).
Sellsy is the source of truth for financial and commercial documents (invoices, estimates, opportunities, subscriptions) that are created from those deals.
They run every 15 minutes.
Each run looks back over a recent window of data:
Last 2 hours for deal-based workflows (invoices, estimates, opportunities, subscriptions).
Last 1 hour for customer updates.

Use cases

Typical scenarios for this integration

You want closed-won Hubspot deals to automatically produce invoices in Sellsy.
Your finance team works mainly in Sellsy and should see new sales appear there without exporting data from Hubspot.
You need to standardise invoice structure, taxes and payment methods while still letting sales teams work entirely in Hubspot.
You want to shorten the delay between closing a deal and sending an invoice.
You want to generate formal Sellsy quotes from deals that are still in earlier stages in Hubspot.
Customers should be able to download or view proposals from Sellsy while sales teams continue working primarily in Hubspot.
You regularly revise commercial offers and want Sellsy estimates to stay aligned with changes made in Hubspot.
You want to reduce double entry when producing quotes at scale.
You want to mirror the Hubspot sales pipeline inside Sellsy for reporting or management purposes.
Account managers working in Sellsy need to track progress of deals that sales teams manage in Hubspot.
You need to align pipelines across teams who use different tools.
You are running a migration project and want Hubspot deals to be represented as opportunities in Sellsy.
You regularly update company addresses or billing details in Hubspot and need those changes reflected in Sellsy.
Your finance team relies on Sellsy and needs accurate customer data before sending invoices.
You are running data quality initiatives and want to avoid discrepancies between CRM and billing systems.
You want Hubspot to act as the customer master while Sellsy consumes that data.
You sell recurring services or SaaS and want closed-won deals in Hubspot to automatically become subscriptions in Sellsy.
You want recurring invoices in Sellsy to be driven directly by Hubspot line items.
You aim to maintain one consistent view of subscription terms across CRM and billing.
You want to accelerate customer onboarding by creating subscription records as soon as deals close.

FAQ

Common questions

How often does data sync between Hubspot and Sellsy?: All workflows in this integration run on a 15-minute schedule. Each run looks back over a recent time window (1 or 2 hours, depending on the workflow) to pick up new or updated records during that period. For several workflows, you can also trigger a manual import to process specific deals immediately, without waiting for the next scheduled run.
What happens if a customer already exists in Sellsy?: When a workflow creates an invoice, estimate, opportunity or subscription, it attempts to match the Hubspot company and contacts to existing Sellsy customers based on the data you provide (such as email and, optionally, VAT number if you configured it). If a match is found, the existing Sellsy customer is reused. If no match can be found, a new customer may...
Do changes in Hubspot update existing records in Sellsy?: This depends on the type of data: * The customer update workflow is specifically designed to keep Sellsy customer records aligned with changes made to companies in Hubspot. * For estimates, the deal-to-estimate workflow can help keep proposals aligned with Hubspot deals when they are picked up again by the workflow. * For documents like invoices and subscrip...

Seamless HubSpot Integration with Sellsy

The CRM workflow cycle

Effortlessly connect HubSpot to Sellsy with Synchron.io, automating deal and quote management to streamline your HubSpot processes.

1 Automatic deal and quote syncing: Deals and quotes from HubSpot are seamlessly imported into Sellsy as quotes or invoices. When a deal reaches a specific pipeline stage or a quote is e-signed, Synchron.io automatically creates the corresponding Sellsy document.
2 Real-time deal updates: After processing a Sellsy quote or invoice, the corresponding HubSpot deal is automatically updated.

Unified Commerce Suite for HubSpot

E-commerce features

Unify HubSpot and Sellsy with real-time synchronization of orders, fulfillments, inventory, invoices, refunds and more.

Monitor transactions via an intuitive dashboard, access actionable analytics, and enable manual retries to streamline operations between Sellsy and HubSpot.

View all features