Why Hyperline for Hubspot ?
Billing and CRM often live in separate systems, which creates duplication, errors, and wasted time. Hyperline’s HubSpot integration removes this friction by unifying the two. Sales, finance, and operations teams stay aligned because customer, subscription, and billing data live inside HubSpot, powered by Hyperline’s billing engine.
With the integration in place, you can:
- Synchronize customers between HubSpot Companies and Hyperline Customers.
- View quotes, subscriptions, and invoices inside HubSpot as custom objects.
- Use a native HubSpot card to create quotes, assign subscriptions, and manage invoices directly in the CRM.
1 Key Benefits of the Hyperline HubSpot Integration
1.1Account Management
Customer records stay consistent between HubSpot and Hyperline, reducing duplication and keeping both systems accurate.
1.2 Sales Efficiency
Sales reps can generate quotes, attach subscriptions, and track invoice status directly from the HubSpot interface thanks to Hyperline’s embedded widget. This reduces context switching and accelerates quote-to-cash.
1.3 Finance Alignment
Finance teams gain visibility into subscription and invoice objects synced from Hyperline, ensuring that revenue data is available in HubSpot in real time and reconciliation is faster and more accurate.
Example : Hyperline Card in HubSpot
Once the integration is enabled, a Hyperline card automatically appears in HubSpot’s Company and Deal views. From this single location, your teams can:
- Create and edit quotes
- Assign subscriptions
- View and download invoices
This creates a unified workspace where both sales and finance work seamlessly without leaving HubSpot.
Limitations of the Hyperline HubSpot Integration
There are a few considerations to keep in mind before enabling the integration:
- The integration relies on HubSpot’s custom objects, available only on HubSpot Enterprise plans.
- If you manually delete or modify Hyperline’s custom objects or fields in HubSpot, the synchronization may break.
- Customers created before enabling the integration are not auto-synced; they need to be manually sent to HubSpot or re-synchronized once.
When properly configured, these limitations are minor compared to the efficiency gains.
Conclusion
For SaaS teams that already use HubSpot, Hyperline provides a deep billing integration that unifies CRM and revenue operations. It eliminates double entry, keeps sales teams inside their familiar workflows, and gives finance real-time visibility into subscriptions and invoices. While it requires HubSpot’s Enterprise plan to unlock custom objects, the integration delivers significant value by turning HubSpot into a single command center for both sales and billing.