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Connect HubSpot to QuickBooks

Automate workflows between HubSpot and QuickBooks. No coding required.

5-minute setupNo code required100 actions included
Popular Workflows

What you can automate between HubSpot and QuickBooks

These are the most popular automations teams set up between HubSpot and QuickBooks. Each one runs automatically once activated — no manual steps.

#1

Create order when new contact created

Generate a new order automatically when when a new contact is added to your crm.

TriggerNew contact created in HubSpot
ActionCreate order in QuickBooks
#2

Create contact when new order placed

Add a new contact to your CRM automatically when when a customer places a new order.

TriggerNew order placed in QuickBooks
ActionCreate contact in HubSpot
#3

Sync HubSpot changes to QuickBooks

Keep QuickBooks updated when when a new deal or opportunity is created.

TriggerNew deal created in HubSpot
ActionUpdate order in QuickBooks
How Data Flows

What syncs between HubSpot and QuickBooks

Customer and order data from HubSpot syncs to QuickBooks. Every purchase updates the contact record with order history and lifetime value.

HubSpot

Data from HubSpot

  • Contacts
  • Deals / opportunities
  • Pipeline stages
  • Notes
  • Custom fields
QuickBooks

Data from QuickBooks

  • Orders
  • Products
  • Customer records
  • Payment status
  • Shipping details
Step-by-Step Guide

How to connect HubSpot to QuickBooks

Follow these steps to set up your integration. The entire process takes under 5 minutes.

What you'll need

  • An active HubSpot account with API access enabled
  • An active QuickBooks account
  • A free Arahi AI account (sign up takes 30 seconds)
  • Admin or API access in HubSpot to authorize the connection
1

Create your Arahi AI account

Sign up at app.arahi.ai — it's free and takes 30 seconds. No credit card required. You'll land on the dashboard where you can create your first workflow.

2

Authenticate HubSpot

Click "Add Connection" and select HubSpot from the app directory. You'll be redirected to HubSpot's authorization page. Grant Arahi read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.

3

Authenticate QuickBooks

Same process for QuickBooks. Click "Add Connection," select QuickBooks, and authorize access. Grant Arahi access to your orders, products, and customer data. You choose which store data the integration can read.

4

Choose your trigger

Select what event starts the workflow. For this integration, popular triggers include: new contact created in hubspot or new order placed in quickbooks. The trigger fires automatically whenever that event happens — no manual intervention.

5

Configure the action

Define what happens when the trigger fires. For example: create order in quickbooks. Map the data fields between HubSpot and QuickBooks so the right information lands in the right place.

6

Test and activate

Run a test to confirm data flows correctly between HubSpot and QuickBooks. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — Arahi handles retries, error logging, and monitoring automatically.

Benefits

Why connect HubSpot and QuickBooks?

Manually moving data between HubSpot and QuickBooks is error-prone and eats into your team's productive hours. Connecting them through Arahi eliminates that overhead — events in one app trigger actions in the other automatically.

Sync QuickBooks customers and order data to HubSpot contact records automatically
Update HubSpot deal values when QuickBooks purchases or subscriptions change
Trigger HubSpot follow-up tasks when QuickBooks customers reach spending milestones
Give your sales team HubSpot visibility into QuickBooks purchase history
Tips

Tips for your HubSpot + QuickBooks integration

Get more out of this integration with these best practices.

Map your custom fields during setup so data lands in the right place
Filter by order status to only trigger on confirmed purchases, not abandoned carts
Use deal stage changes as triggers for the most impactful automations
Include line item data when syncing orders to get full detail downstream
Use Cases

Who uses the HubSpot + QuickBooks integration?

Teams across industries connect HubSpot and QuickBooks to streamline their workflows.

Sales reps tracking deal progress who rely on QuickBooks for commerce

E-commerce operations who need real-time data from HubSpot

Sales teams and e-commerce operations collaborating across tools

FAQ

Frequently asked questions

Everything you need to know about connecting HubSpot and QuickBooks.

How do I connect HubSpot to QuickBooks?

Sign up for a free Arahi AI account, then click "Add Connection" to authenticate both HubSpot and QuickBooks via OAuth. Choose a workflow template — like syncing crm events to commerce actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.

What can I automate between HubSpot and QuickBooks?

You can automate a wide range of workflows: sync new HubSpot events to QuickBooks actions, trigger QuickBooks updates when HubSpot data changes, create QuickBooks records from HubSpot events, and build conditional workflows with filters and field mapping. Each workflow runs 24/7 with automatic retries.

Is the HubSpot and QuickBooks integration free?

Arahi AI includes 100 free actions per month on the Starter plan — enough for most small teams. If your HubSpot-to-QuickBooks workflows need more volume, paid plans start at $29/month with unlimited workflows and priority execution.

Is my HubSpot data secure when connected to QuickBooks?

Yes. Arahi uses OAuth 2.0 for authentication — we never store your HubSpot or QuickBooks passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your crm data is only accessed when a workflow runs, and you can revoke access at any time from your Arahi dashboard.

Can I sync data both ways between HubSpot and QuickBooks?

Yes. You can set up workflows that trigger from either HubSpot or QuickBooks. For example, create a workflow where HubSpot events update QuickBooks, and a separate one where QuickBooks changes sync back to HubSpot. Each direction is configured independently so you have full control.

Do I need technical skills to connect HubSpot and QuickBooks?

No coding is required. Arahi's visual workflow builder lets you configure triggers, actions, and field mapping with clicks. If you can use HubSpot and QuickBooks, you can set up the integration. Most users are running their first workflow within 10 minutes.

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