> For the complete documentation index, see [llms.txt](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/hubspot.md).

# Hubspot

Connect **HubSpot** to **Rillet** to automate accounting from a Closed Won deal through to invoices and revenue recognition, syncing Companies, Products, and Deals in HubSpot into Customers, Products, and Contracts in Rillet. Before starting, make sure you have access to both accounts, since connecting requires App Marketplace access in HubSpot.

### Connect HubSpot to Rillet

You can access the HubSpot integration using either of these methods:

| Method                    | How to Access                                                                                                            |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| **Launchpad**             | Access the HubSpot integration through the **Browse Integration** section from the Launchpad.                            |
| **Organization Settings** | Click your **company logo** in the lower-left corner of the screen, then go to **Organization Settings > Integrations**. |

Once you reach the integrations page, continue with the steps in **Complete the HubSpot Connection** below.

### Complete the HubSpot Connection

Follow these steps once you reach the integrations page:

1. Select **HubSpot > Not Connected** under **CRM**.

   <figure><img src="/files/L7B8B40NkH5GpFDeyUGz" alt=""><figcaption></figcaption></figure>
2. Complete the normal flow to connect your HubSpot instance.

   <figure><img src="/files/8QzPR1QSA025YTYiFkWG" alt=""><figcaption></figcaption></figure>
3. Enter the required information for synchronization settings:
   * **Sync Data from:** Specify the date you want to start syncing deals. All deals with a close date on or after this date will be synced automatically into Rillet.
   * **Revenue Account:** The default revenue account for all new products synced from HubSpot. You can change this on individual products.
   * **Default Product for imported deals:** Select a product that will be the default if you do not use deal line items. This product is just a fallback for deals without line items.
   * **(Optional but recommended):** The start date of the contract term, in **Custom HubSpot field name for deal start date**. This is typically a custom field on HubSpot deals, found within Deal properties.
   * **(Optional but recommended):** The end date of the contract term, in **Custom HubSpot field name for deal end date**. This is typically a custom field on HubSpot deals, found within Deal properties.
4. Click **Save** to complete the integration setup.<br>

   <figure><img src="/files/8lcIrhWnKmKIzgx7I2bs" alt=""><figcaption></figcaption></figure>

{% hint style="info" %} <mark style="color:$info;">**Note:**</mark>

Deals sync every 30 minutes.
{% endhint %}

Once configured, HubSpot deals flow automatically into Rillet as customers, products, and contracts, keeping your CRM and accounting data aligned.

### See Also

&#x20;To learn more about managing CRM integrations in Rillet, review these articles:

* [**Salesforce Integration**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/salesforce-integration.md)
* [**Salesforce Bi-Directional Sync: Invoices, Contracts, and Customers**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/salesforce-integration/salesforce-bi-directional-sync-invoices-contracts-and-customers.md)
* [**Salesforce Managed Package Integration Overview**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/salesforce-integration/salesforce-managed-package-integration-overview.md)
* [**Sync HubSpot Deals and Approving Contracts in Rillet**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/hubspot/sync-hubspot-deals-and-approving-contracts-in-rillet.md)


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