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Rillet + HubSpot Integration
Rillet is a finance-focused ERP for SaaS and recurring-revenue businesses, covering general ledger, billing and revenue recognition. Our integration connects customers, quotes and line items from HubSpot with Rillet and returns invoice status, so sales and finance work from the same commercial data.Method: custom build on Karana (iPaaS), near real time; chosen because the standard connector passes only the deal, without the quote and line-item detail finance needs.
Scope: HubSpot companies and contacts → Rillet customers; quotes and line items → Rillet; invoice status → HubSpot; HubSpot remains the source of commercial data.
In plain terms: Rillet is where finance bills customers and recognizes revenue. We connect it to HubSpot so the customer, the quote and every line item reach Rillet without retyping, and invoice status comes back to the CRM — so sales can see what has been invoiced without asking finance.
- ERP
- Finance
- Invoicing
Planning a Rillet + HubSpot integration?
Tell us how your team quotes, bills and tracks revenue. We'll recommend the right sync direction, data model and mapping approach.
Book a Call
Tell us how your team quotes, bills and tracks revenue. We'll recommend the right sync direction, data model and mapping approach.
Book a Call
Data Sync Objects
| HubSpot Object | Rillet Object | Direction |
|---|---|---|
| Companies | Customer | HubSpot → External |
| Contacts | Customer contact | HubSpot → External |
| Quotes | Quote | HubSpot → External |
| Line Items | Line items | HubSpot → External |
| Invoice status | Invoice | External → HubSpot |
Use Cases
Quote-to-Invoice Without Retyping
Accepted quotes and their line items flow from HubSpot to Rillet, so finance invoices from exactly what sales agreed.
HubSpot Quote + Line Items → RilletInvoice Status in the CRM
Invoice status returns to HubSpot, so account owners see billing progress without leaving the CRM.
Rillet Invoice → HubSpotOne Customer Record
Companies and contacts created in HubSpot become Rillet customers, so both systems refer to the same account.
HubSpot Company / Contact → Rillet CustomerFeatures
- Company & contact → Rillet customer
- Quote & line-item sync
- Invoice status back to HubSpot
- Near real-time sync
- Custom build on Karana
- HubSpot as commercial source of truth
Frequently Asked Questions
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How does the Rillet HubSpot integration work?
Rillet is a finance-focused ERP for SaaS and recurring-revenue businesses, covering general ledger, billing and revenue recognition. We build a custom integration on Karana, our integration platform, that sends customer, quote and line-item data from HubSpot to Rillet in near real time and returns invoice status to HubSpot. Sales keeps working in the CRM, and finance receives complete, accurate commercial data in Rillet without retyping.
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What data can I sync between Rillet and HubSpot?
A typical setup sends HubSpot companies and contacts to Rillet as customers, and sends quotes together with their line items, including products, quantities and pricing, so finance can invoice exactly what sales agreed. In the other direction, invoice status is written back to HubSpot, so account owners can see what has been billed. The exact objects and fields are confirmed in a field mapping document before the build starts.
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Why build a custom integration instead of using a standard connector?
Standard connectors usually pass only the deal, without the quote and line-item detail that finance needs to invoice correctly and recognize revenue. A custom build on Karana lets us send the full commercial picture, decide which system owns each field, and control when records are created or updated, so data stays consistent in both systems and nothing has to be fixed by hand afterwards.
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Which system is the source of truth?
In most setups HubSpot owns customer and commercial data such as companies, contacts, quotes and line items, while Rillet owns financial records such as invoices, payments and revenue schedules. Each field has a defined owner in the mapping document, which prevents the two systems from overwriting each other and makes it clear where a change should be made.
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Can the integration be customized to our Rillet setup?
Yes. Which objects sync, the direction for each of them, how often updates run, how quotes and line items map to your Rillet products and contracts, and which deal stage triggers the handover to finance are all scoped to your billing process. We document the design, test it in a safe environment before go-live, and maintain the integration on Karana after launch.