HubSpot + Sellsy

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

Import Hubspot Deals to Sellsy invoices

Import Hubspot Quotes to Sellsy invoices

Import Hubspot Deals to Sellsy estimates

Import Hubspot Deals to Sellsy opportunities

Update Sellsy Customers from Hubspot Data

Import Hubspot Deals to Sellsy subscriptions

Update Hubspot Deals from Sellsy Invoices

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, payments, cashflow, and commercial operations in one connected environment.

Sellsy is a CRM and financial management platform for growing businesses that brings together sales, invoicing, payment follow-up, 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 guide

How HubSpot and Sellsy work together

Why?

The Hubspot + Sellsy V2 integration connects your CRM activity in HubSpot with your commercial and billing documents in Sellsy. It helps sales and finance teams turn HubSpot deals or quotes into Sellsy invoices, estimates, opportunities and subscriptions without re-entering the same customer, contact and line item data.

Target

The integration is designed for businesses that manage sales in HubSpot and use Sellsy for invoicing, quotes, opportunities, customer records or recurring subscriptions. It reduces manual work, shortens the handover between sales and billing, and keeps both teams aligned around the same customer information.

Benefits

Depending on the enabled workflows, HubSpot can remain the source of truth for deals, quotes, companies, contacts and line items, while Sellsy receives the records needed to prepare, validate and follow up commercial documents.

Data flows

What moves between the apps

Primary sync path

Most workflows move data from HubSpot to Sellsy. Deals and quotes in HubSpot can create Sellsy invoices, estimates, opportunities or subscriptions. HubSpot company, contact and line item information is reused so that customer records and document lines are consistent in Sellsy.

The customer update workflow also uses HubSpot as the customer data source and updates matching Sellsy customer records with the latest company and address details. In the other direction, Sellsy invoice events can update the matching HubSpot deal with an invoice link and, when configured, move the deal to a chosen stage.

Scheduled workflows run every 15 minutes. Most deal, quote and subscription workflows check the last 2 hours of eligible HubSpot records, while the customer update workflow checks the last 1 hour. Manual import is available on several workflows for testing, backfills or support investigations before relying fully on scheduled runs.

Workflows

Automated workflows

Automated workflow

Import Hubspot Deals to Sellsy invoices

DIRECTION HubSpot → Sellsy

DATA deals → invoices

This workflow converts eligible HubSpot deals into Sellsy invoices. It matches the related company, contact and line items, creates or links the relevant Sellsy customer information, then creates a Sellsy invoice with the deal content.

TRIGGER

scheduled every 15 minutes, checking the last 2 hours of deals; manual import is available

Automated workflow

Import Hubspot Quotes to Sellsy invoices

DIRECTION HubSpot → Sellsy

DATA quotes → invoices

This workflow converts eligible HubSpot quotes into Sellsy invoices. It is intended for teams that use HubSpot quotes as the sales approval step and then need a Sellsy invoice for billing.

TRIGGER

scheduled every 15 minutes, checking the last 2 hours of quotes; manual import is available

Automated workflow

Import Hubspot Deals to Sellsy estimates

DIRECTION HubSpot → Sellsy

DATA deals → quotes

This workflow creates Sellsy estimates from HubSpot deals. It reuses HubSpot companies, contacts and line items so that formal Sellsy proposals can be prepared without copying deal details manually.

TRIGGER

scheduled every 15 minutes, checking the last 2 hours of deals; manual import is available

Automated workflow

Import Hubspot Deals to Sellsy opportunities

DIRECTION HubSpot → Sellsy

DATA deals → opportunities

It is useful when teams use HubSpot for sales activity but also need Sellsy opportunities for account management, reporting or migration purposes. Manual import is available for testing and one-off imports.

TRIGGER

scheduled every 15 minutes, checking the last 2 hours of deals; manual import is available

Automated workflow

Update Sellsy Customers from Hubspot Data

DIRECTION HubSpot → Sellsy

This workflow keeps Sellsy customer records up to date with company and address information from HubSpot. It looks for the matching Sellsy company and updates the Sellsy customer record with the latest available details.

TRIGGER

scheduled every 15 minutes, checking the last 1 hour of customer updates

Automated workflow

Import Hubspot Deals to Sellsy subscriptions

DIRECTION HubSpot → Sellsy

DATA deals → subscriptions

This workflow creates Sellsy subscriptions from HubSpot deals. It matches the related customer, contacts and line items, creates the Sellsy document model needed for recurring billing, then creates the Sellsy subscription.

TRIGGER

scheduled every 15 minutes, checking the last 2 hours of deals; manual import is available

Automated workflow

Update Hubspot Deals from Sellsy Invoices

DIRECTION Sellsy → HubSpot

DATA invoices → deals

This workflow updates the matching HubSpot deal when a Sellsy invoice changes. It can record a Sellsy invoice link on the HubSpot deal and, when configured, move the deal to a chosen HubSpot stage.

TRIGGER

webhook in near real time when a Sellsy invoice changes

Use cases

When to use this connector

You want closed won HubSpot deals to become Sellsy invoices automatically.
Your finance team needs new sales in Sellsy without spreadsheet exports.
You want invoice content, taxes and line items to follow a standard process.
You want to reduce the delay between deal closure and invoicing.
You invoice customers after HubSpot quotes are signed or accepted.
Sales teams approve quotes in HubSpot while finance works from Sellsy invoices.
You want to pilot quote-based invoicing before automating it fully.
You need a Sellsy invoice reference stored against the HubSpot quote.
You want to generate formal Sellsy quotes from HubSpot deals.
Sales operations prepares many customer proposals and wants to avoid double entry.
You want HubSpot deal data and Sellsy estimates to stay aligned.
You need Sellsy quote links or IDs visible back in HubSpot.
You want to mirror HubSpot sales activity into Sellsy opportunities.
Account managers work in Sellsy and need visibility of HubSpot deals.
You are migrating or aligning sales processes across HubSpot and Sellsy.
HubSpot is the main source of customer and billing address information.
Finance needs up-to-date customer details in Sellsy before sending invoices.
You want to reduce mismatches between CRM and billing data.
You are improving customer data quality across both systems.
Closed won SaaS or service deals in HubSpot should become Sellsy subscriptions.
You want recurring billing setup to follow HubSpot line items.
Sales and finance need a shared view of subscription terms.
You want subscription records prepared as soon as deals close.
Sales teams need to see when a related Sellsy invoice has been created or updated.
You want a direct Sellsy invoice link stored on the matching HubSpot deal.
HubSpot deals should move to an invoiced or billing stage after Sellsy invoice activity.
CRM reporting should reflect invoice progress handled in Sellsy.

FAQ

Common questions

How often does the integration sync data?

Scheduled workflows run every 15 minutes. Most HubSpot deal, quote and subscription workflows check the last 2 hours of eligible records, while the customer update workflow checks the last 1 hour. Sellsy invoice updates to HubSpot run in near real time when the Sellsy event is received.

Why was a HubSpot deal not imported into Sellsy?

Check whether the deal is in an eligible stage, belongs to an allowed owner if owner filtering is enabled, and is not older than the configured age limit for scheduled imports. Also confirm that the related company, contact and line item data is complete enough to create the Sellsy record.

Why was a HubSpot quote not turned into a Sellsy invoice?

The quote must match the configured eligible statuses and have enough customer and line item information to create an invoice. Scheduled imports can also ignore quotes older than the configured quote age limit.

What happens if a customer or product cannot be matched?

The workflow may be unable to create the final Sellsy document until the missing customer, contact or line item information is corrected. Review the source data and matching rules before retrying or running a manual import.

Can we test the integration before going live?

Yes. Several workflows support manual import, which is useful for testing a specific deal or quote, validating mapping choices, and confirming the Sellsy output before scheduled automation is enabled.

Ready to connect HubSpot and Sellsy?

Tell us which workflows you need, and we’ll help you confirm the right setup.

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