From deal to invoice
- Contact and company created in the ERP
- Invoice, pro forma or project with the quote’s line items
- Invoice number and PDF sent back to HubSpot
- Payment status updated on the deal
HubSpot integrations
We connect HubSpot to Holded, Odoo, Stripe, Shopify, WhatsApp, property portals and any system with an API. Custom, two-way, monitored integrations, so a closed-won deal becomes a customer, an invoice and a payment without anyone typing anything twice.
Reliable integrations
An integration that works in the demo and duplicates customers the following month is worse than none at all. That’s why we design every HubSpot integration around what can go wrong: an API that’s down, a webhook that arrives twice, a change made in both systems at the same time.
Two-way sync with clear rules on which system owns each field. Idempotency: if an event arrives twice, the outcome is the same. Automatic retries when the other system doesn’t respond. Deduplication by IDs, not by names. And monitoring with alerts, so you know what failed before your team notices.
Systems
These are systems we’ve already connected to HubSpot in real projects. If yours has an API, it can be integrated too.
Customers, invoices, pro formas, projects, and invoice numbers sent back to HubSpot.
Payments, SEPA mandates and partial payments linked to the deal.
Orders, returns, samples and marketing consent.
Conversations, tickets, appointments and forms inside the CRM.
Properties, developments, portal leads and bookings.
Migrations and business systems connected via API.
What we automate
Ecosystem
A single customer record showing what happens across sales, invoicing, payments, your shop and support. Each system keeps doing its job; HubSpot brings it all together.
Why Vexco
The consultants who understand your sales and invoicing process are the ones who write the integration. Nothing gets lost between consultants and developers.
We define the acceptance tests with you before development. A payments integration for a law firm with 5 companies passed 90 out of 90 acceptance tests.
If a native connector covers your case, we’ll tell you. If not, we build on the HubSpot API and the other system’s API, with no limits on fields or logic.
We design with GDPR in mind and, for invoicing, Verifactu (Spain’s e-invoicing regulation). Personal data only travels where it needs to.
Method
Analysis
We map which events trigger the integration, what data moves, in which direction and which system owns each field.
Design
We choose webhooks, scheduled polling or both, define IDs to prevent duplicates and agree on the acceptance tests.
Development
We build in sprints and test in simulation mode with real data, changing nothing until you sign it off.
Production
We switch the integration on, load historical data if needed and set up logs and alerts to catch any error.
Problems we solve
When a deal is won, the customer and the invoice are created in the ERP with the quote’s line items, and the invoice number and PDF come back to HubSpot.
We sync Stripe, SEPA or Redsys payments and the status of paid invoices onto the deal record.
We bring orders, returns and consent from Shopify or PrestaShop into HubSpot, with unified contacts.
We log conversations on the contact record so the whole team can see the history.
We use unique IDs and idempotency: even if an event arrives twice, the record is only created once.
Every operation is logged, errors are retried automatically and, if they persist, you get an alert.
Case studies
An integration pattern already used by a shop, a foodtech company, a tax advisory firm, a manufacturer and a law firm with 5 companies.
Read the case studyA portfolio synced from Mobilia, Inmobalia and Resales Online, publishing to Inmovilla from the record and portal leads that come in by themselves.
Read the case studyFAQs
Any system with an API or that allows automatic data exchange. We’ve integrated HubSpot with Holded, Odoo, Stripe, Redsys, Shopify, PrestaShop, Klaviyo, WhatsApp, Zendesk, Google Calendar, property portals and CLM platforms such as Ironclad, among others.
It depends on the number of flows, whether the sync is one-way or two-way, the quality of the other system’s API, the volume of historical data and the business rules. Once we’ve analysed your flows, we give you a fixed-price quote.
An integration with a single, well-defined flow can be done in a few weeks. Those connecting several systems or several companies are part of projects that can run to 10-14 weeks. We give you the exact timeline in the proposal.
If an existing connector covers your case, it’s the fastest option and we’ll recommend it. A custom integration makes sense when you need your own logic, custom fields or objects, several companies, or control over errors and duplicates.
The integration automatically retries failed operations, logs every attempt and, if the error persists, alerts your team or ours. Because operations are idempotent, retries don’t create duplicates.
We hand over the technical documentation and the code. If you prefer, we maintain and monitor it as part of our monthly support, including API version changes.
Free audit
In 30 minutes we review your CRM, your processes and your integrations, and tell you honestly what we would change first. No commitment, no sales pitch.
We reply within 24 business hours.