HubSpot Integration

HubSpot integrations — connect every tool that matters

HubSpot’s App Marketplace has 1,500+ integrations — most of them thin veneers that sync three fields and call it a day. We build integrations that actually preserve the shape of your data. Below: real integrations we’ve shipped — accounting (EasyBill, Lexoffice, Xero), industry systems (Ivoris for dental), CRM consolidation (Salesforce ↔ HubSpot), and full ERP / custom-API wiring.

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Open by default

Your AI, in your CRM. Without the SaaS-AI lock-in.

Your team already pays for Claude or ChatGPT. We build the MCPs and agents that let them operate your HubSpot directly — not summarise it, run it. The opinion is our years of HubSpot setup experience, baked into the tool surface your AI calls. Runs in your account, never ours.

HubSpot as the hub your other tools plug into, not another data silo

EasyBill

OD Solutions: deal close-won → EasyBill invoice generation with customer ID mapping, line-item fidelity, and one-time + recurring billing scenarios.

Lexoffice

Deal-to-invoice automation with Lexoffice, Germany’s fastest-growing SMB accounting platform. Contact + invoice sync, payment status flowing back to the deal.

Xero

Accounts payable + receivable two-way sync. Payments tracked, invoices reconciled, deal records reflect actual cash flow.

Ivoris

BISS, Smileforyou: dental practice management ↔ HubSpot via queue-based REST API sync. Patient records, appointments, treatment billing, and clinical workflows all visible in HubSpot.

Salesforce

Centric Software: bidirectional sync between two acquired HubSpot instances and a central Salesforce — with deduplication, conflict resolution, and Pardot attribution preservation. Migrations from Salesforce to HubSpot also handled.

ERP systems

SAP, NetSuite, Microsoft Dynamics, Odoo, custom in-house ERPs — wired via HubSpot API + Make.com for order flow, inventory lookup, and pricing automation.

E-sign + proposals

PandaDoc, DocuSign, SmartDocs — quotes and contracts generated from HubSpot data, signed status flowing back onto the deal.

Telephony + messaging

JustCall, CloudTalk, Superchat — calls and SMS logged on the right record with no missing context.

Forms + scheduling

JotForm, Typeform, Calendly — form submissions and meeting bookings that land as enriched contacts + deals.

Make.com + AI agents

Make scenarios and AI agents wired to HubSpot — webhook triggers, data-enrichment agents, custom integrations the App Marketplace doesn’t cover.

Custom databases + APIs

Zebra Embassy: PostgreSQL portfolio DB ↔ HubSpot Projects custom object. Direct-DB sync for any tool with an SQL or REST endpoint.

This service is part of what we offer — we’re expanding the page with detailed case studies and process walkthroughs soon. Until then, book a call and we’ll walk through your exact setup.

References

Related work

Centric Software · HubSpot Salesforce Planning

Enterprise Software · US

4 months · 79 tasks

Duration: 4 months
hours: 47
tasks: 79
meetings: 7

HubSpot

Salesforce

Make

This project agreed how customer details, enquiries and sales stages should carry across HubSpot and Salesforce. It gave the sales and marketing teams a clear plan before the connections were built.

Read project

CREATIO AG · Brain MCP

Real Estate · CH

6 months · 92 tasks

Duration: 6 months
hours: 38
tasks: 92
meetings: 11

HubSpot

MCP

Claude

Make

The team can find property records, update HubSpot deals, manage email and file documents through Claude. Shared project knowledge and tasks stay available across team conversations.

Read project

Zebra Embassy · HubSpot Onboarding

Public Funding Consulting · DE

8 months · 47 tasks

Duration: 8 months
hours: 30
tasks: 47
meetings: 14

HubSpot

Make

Google Apps

HubSpot gives Zebra Embassy a shared view of companies, funding projects and investor relationships. The team can follow milestones, see workload and receive automatic reminders without maintaining separate lists.

Read project

What clients say

We previously relied on individual staff to know what was going on with our customers. We now have a system that anybody can log on to, and understand exactly what has been done and what needs doing. The insight reports are simply amazing.

Es hat Spaß gemacht, mit Nikolai zu arbeiten. Das gesamte Setup, die Kommunikation und die Qualität waren genau das, was wir gesucht hatten. Ich kann ihn nur wärmstens empfehlen und werde auch an zukünftigen Projekten mit metawork.studio arbeiten.

Excellent work all around. Very professional and knowledgeable on integration of pipedrive, CallRail and JotForm.

Metawork is a great team to work with. Knowledgeable, patient, inquisitive and friendly.

The Metaworks team provided us with highly competent and satisfactory support during the transition from Salesforce to Pipedrive. From the intensive consulting and planning phase to the final implementation, we always felt well advised. “Teething problems” were resolved quickly in a relaxed yet professional manner.

“We were in a classic situation of partial digitization with isolated solutions. This made it difficult to see a coherent picture and develop a holistic marketing strategy. I appreciate the collaboration with Nikolai and his team. Especially small companies and startups like us, which are looking for flexible, frugal solutions have the right partner in metawork.studio to develop a lean setup meeting the requirements.”

Nikolai is a great expert at what he does. Fantastic advice and great communication.

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