HubSpot

Integrate your SaaSOptics account with HubSpot to create a seamless sales-to-finance handoff. Allow finance to get important order details in real-time, accelerating the time from the sales opportunity being closed-won to creating the customer contract and sending an e-invoice.

Streamline your sales-to-finance handoff

When new opportunities are closed in HubSpot, automatically sync them into SaaSOptics as new sales orders to be processed into GAAP-compliant customer contract records, complete with contracts, transactions, revenues and invoices.

What you can do with our HubSpot integration:

• Ensure orders are processed quickly to have up-to-date financials, revenue recognition and metrics
• Automate the order-to-cash process
• Simplify add-ons and upgrade orders