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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Your sales team needs real-time visibility into invoice payment status without accessing QuickBooks directly. Manual updates create delays and errors that hurt customer relationships and sales efficiency.
Here’s how to create an automated sync that keeps HubSpot updated with current payment status from QuickBooks using Google Sheets as an intelligent bridge.
Sync payment status automatically using Coefficient
Coefficient connects QuickBooks invoice data to HubSpot through Google Sheets, creating an automated workflow that updates payment status without manual intervention. This approach gives your sales team immediate access to payment information while maintaining proper access controls.
How to make it work
Step 1. Import QuickBooks invoice data to Google Sheets.
Use Coefficient’s “From Objects & Fields” method to pull Invoice objects with custom field selection. Include Invoice ID, Customer Name, Amount, Due Date, Payment Status, and Date Paid. Set up automated hourly refreshes to ensure real-time updates.
Step 2. Connect HubSpot to the same Google Sheet.
Use Coefficient’s HubSpot connector to map QuickBooks invoice data to corresponding HubSpot deal or contact properties. Configure UPDATE actions to modify existing HubSpot records with current payment status from QuickBooks.
Step 3. Schedule automated sync processes.
Set QuickBooks imports to refresh every hour for near real-time payment tracking. Configure HubSpot exports to push updated payment information immediately after QuickBooks data refreshes, creating a seamless automated workflow.
Step 4. Apply smart filtering for relevant data.
Use dynamic date filters to focus on active invoices and reduce data load. Apply custom filtering with AND/OR logic to ensure only relevant invoice data flows to your CRM, keeping HubSpot clean and focused.
Get payment visibility without the complexity
This automated sync eliminates manual data entry while giving your sales team immediate payment status visibility through HubSpot. Start syncing your QuickBooks payment data today.
