Hubspot + Quickbooks Integration

Build AI Automations Between HubSpot and QuickBooks

Bridge the gap between marketing, sales, and finance with Victoria AI's HubSpot and QuickBooks integration. Victoria connects your CRM with your accounting tools to create a seamless flow from deal closed to invoice paid—all managed through simple, natural language prompts.

This integration keeps your pipeline and payments aligned by automating client creation, invoice generation, payment tracking, and reporting. Victoria reduces busywork and makes sure your financial operations move as fast as your sales.

How Does It Work?

1. Connect HubSpot and QuickBooks
   Authorize both platforms with a few clicks. Victoria instantly connects your CRM and accounting tools, no complex setup required.
2. Build workflows in plain English
   Say things like "Create a QuickBooks invoice when a deal is marked closed-won in HubSpot" or "Add new HubSpot contacts to QuickBooks as clients." Victoria builds it for you.
3. Control workflows through chat
   Ask "Send invoices for all closed deals this week" or "Remind clients who haven’t paid," and Victoria takes care of the rest.

Examples of Dynamic Workflows with Victoria AI

Deal-to-Invoice Automation

When a deal hits "Closed-Won" in HubSpot, Victoria can automatically create and send an invoice in QuickBooks with deal details pre-filled.

New Client Syncing

Automatically create new client records in QuickBooks when a contact is added or a deal starts in HubSpot. Keep your systems aligned with zero manual entry.

Payment Tracking and CRM Updates

Victoria can monitor payment status in QuickBooks and update the corresponding deal or contact in HubSpot, keeping your sales team informed.

Revenue Reporting by Rep or Campaign

Ask Victoria to generate reports like "Total revenue generated from Q2 deals by sales rep"—pulling CRM and accounting data together.

Automated Payment Reminders

Have Victoria send reminders to clients with overdue invoices and update their deal stage or task list in HubSpot accordingly.

With Victoria AI, your marketing, sales, and finance teams stay perfectly aligned. Automate the handoff from deal close to payment, reduce admin overhead, and get full visibility across the customer journey.

Start building your HubSpot and QuickBooks integration with Victoria AI today—no coding, just conversation.