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Sage + HubSpot Integration
Sage is accounting/ERP software (incl. Our integration connects invoices and customers with HubSpot, giving sales, finance and operations a single source of truth.Our Experience
Method: custom integration (often HubSpot → Sage for invoicing); supports Sage 300 (ACCPAC) / Intacct.
Built: Customer↔Company sync; scheduled invoice creation in Sage from HubSpot revenue (recurring/royalty/fee line items); invoice/revenue data surfaced back in HubSpot.
In plain terms: We connect HubSpot and Sage accounting (including Sage 300/Intacct) so customers stay matched and invoicing runs off your CRM. A common setup: won revenue in HubSpot automatically generates the right invoices in Sage on a schedule — with the correct fee or royalty line items — and financial data flows back for visibility.
- ERP
- Two-way sync
Planning a Sage + HubSpot integration?
Tell us which Sage systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which Sage systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | Sage Object | Direction |
|---|---|---|
| Custom Objects | Invoice | HubSpot → External |
| Companies | Customer | Two-way |
| Deals | Invoice / Revenue | External → HubSpot |
Use Cases
Automated Invoicing
HubSpot revenue flows into HubSpot.
HubSpot revenue → scheduled invoices in SageFinance Visibility
Sage customer/invoice data flows into HubSpot.
Sage customer/invoice data → HubSpotRecurring Invoicing
HubSpot won-deal revenue flows into HubSpot.
HubSpot won-deal revenue → scheduled Sage invoices (royalty/fee line items)Features
- Invoice creation in Sage (scheduled batches)
- Line-item mapping (royalty/fees)
- Customer sync
- Recurring-revenue invoices
- Supports Sage 300 (ACCPAC) / Intacct
Frequently Asked Questions
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How does the Sage HubSpot integration work?
Sage is accounting/ERP software (incl. Sage 300/ACCPAC and Intacct). We sync customers and invoices between HubSpot and Sage — for example generating scheduled invoices in Sage from HubSpot revenue data, with line items mapped to your fee structure.
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What data can I sync between Sage and HubSpot?
Customers ↔ Companies, and invoices/revenue between HubSpot and Sage (often HubSpot → Sage for invoicing).
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Can the integration be customized to our Sage setup?
Yes. Invoice schedules, line-item mapping and sync direction are scoped to your Sage edition and setup.