Use Hyperline Billing Features Inside HubSpot CRM

The integration seamlessly connects your CRM with your billing engine.

• Bi-directional sync between Hyperline customers and HubSpot companies, ensuring data consistency in both platforms.
• Automatic synchronization of quotes, subscriptions, and invoices from Hyperline into HubSpot as custom objects.
• A native HubSpot widget embedded directly into company and deal views, so teams can create quotes, assign subscriptions, and manage invoices without leaving HubSpot.
• Full compatibility with HubSpot Enterprise custom objects, enabling subscription and quote objects to be tracked within CRM.
• Configurable sync direction: one-way or two-way, with the option to choose which companies are synchronized using a simple “Sync to Hyperline” flag.

This makes HubSpot a fully connected environment where customer lifecycle and billing operations come together.

1. How to Set It Up

1. Navigate to Settings → Integrations in Hyperline and select HubSpot.
2. Authorize the connection via HubSpot’s OAuth flow.
3. Hyperline will automatically create and configure the necessary custom objects in HubSpot.
4. Install the optional Hyperline widget so billing actions and insights appear directly in company and deal pages.
5. Configure synchronization preferences: one-way or two-way, and decide whether to sync all companies or only those flagged for Hyperline.

Note : Records created before the integration will not sync automatically. You can manually send them to HubSpot or re-synchronize per record as needed.

2 What Your Team Can Do With It

Once set up, Hyperline extends HubSpot’s capabilities beyond CRM workflows:

• Sales teams can create quotes, assign subscriptions, and view invoice data without leaving HubSpot.
• Finance and operations gain real-time access to subscription and invoice information, synchronized back into HubSpot for accurate tracking and reporting.
• Cross-functional teams benefit from a unified source of truth, with customer, deal, subscription, and billing data accessible from one interface.

This reduces friction between departments and ensures a smoother quote-to-cash process.

3 Benefits & ROI of Using Hyperline + HubSpot

Integrating billing directly into HubSpot creates measurable business impact:

• Elimination of manual data entry between CRM and billing, reducing errors and operational overhead.
• Sales reps remain in HubSpot, allowing them to work faster and close deals without breaking workflow.
• Improved alignment between sales, finance, and operations thanks to shared visibility on quotes, invoices, and subscription status.
• Full transparency on billing inside the CRM, ensuring no disconnect between customer engagement and revenue operations.