Integrating SaaSOptics with 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.

Screen Shot 2019-08-02 at 3.52.08 PM

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

Ready to start modernizing your financial operations?