Securely integrate HubSpot with Bill.com
Hubspot’s services are centered around sales and marketing tools that help a company refocus their marketing efforts into inbound marketing. With Hubspot, a company can create content that attracts leads that are already interested in that company’s products and services. Then, users can take advantage of Hubspot’s marketing tools to collect contact information and customize visitors’ experiences so that they are more likely to make the conversion from interested leads into happy customers.
Bill.com is an automated accounts receivable solution that allows you to send recurring invoices to your customers, deliver automatic overdue notices, track the status of invoice payments, and accept flat-rate ACH payments. The platform integrates seamlessly with other business solutions like Sage Intacct, Quickbooks, Zero, and NetSuite to streamline data entry tasks, boost accounting accuracy, and achieve more efficient account reconciliations.
Popular Use Cases
Bring all your HubSpot data to Amazon Redshift
Load your HubSpot data to Google BigQuery
ETL all your HubSpot data to Snowflake
Move your HubSpot data to MySQL
Bring all your Bill.com data to Amazon Redshift
Load your Bill.com data to Google BigQuery
ETL all your Bill.com data to Snowflake
Move your Bill.com data to MySQL
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HubSpot's End Points
See information on your various email campaigns and judge their large-scale success based on the status of the emails in that campaign i.e.how many emails were sent, delivered, opened, etc.
Retrieve basic contact information like name, e-mail, unique ID, etc. This allows you to track those contacts in a number of other fields, which will help you score leads and gauge how effectively your customer interactions are translating into sales.
HubSpot Contact list
Group your contacts together automatically based on a set of criteria - such as their lifecycle stage - or add them to a list manually. Then, use those lists to design targeted customer interactions, such as email campaigns.
Track the status of various email subscriptions through a range of data, including who is subscribing, when emails are being sent and how the recipient is responding to the emails i.e.remaining subscribed, unsubscribing, reporting the email as spam, etc.
HubSpot Email Events
Observe the activity on an individual email event. You can track the recipients and campaigns that those events are linked to and then see how the recipients interacted with the event i.e. if they opened the email, printed it, marked it as spam, forwarded it, etc.
Create a company entity in Hubspot by providing details, such as name, ID, and relevant description. You can access that company record to maintain and retrieve related data (such as associated contacts) which can then be tracked, analyzed, and/or integrated with other data sources.
Track the progress of a deal in your HubSpot pipeline, allowing you to see which contacts and companies are associated with the deal, what pipeline the deal belongs to, and its current stage in the pipeline.
Bill.com's End Points
Bill.com Payment Methods
Bill.com allows you to bill and process payments through the most popular methods. The platform supports ACH (Automated Clearing House), which is an electronic payments network that's particularly useful for processing large volumes of payments, particularly B2B payments. It also supports payments from credit cards, debit cards, PayPal, wire transfer, and old-fashioned paper checks so vendors can choose the payment method they prefer.
Bill.com Invoice Management and Invoice Generation
Bill.com's invoice management features allow you to capture invoices through automatic scanning and other import methods. By automatically scanning and coding invoices, matching invoices with purchase orders in Quickbooks is a snap. The platform also provides an online portal through which your suppliers can submit invoices, and allows for the delivery of a repository of AP documents, like POs and invoices. In addition, Bill.com includes a host of customizable invoice templates, tools to preschedule the automatic generation and sending of invoices, and technology that convert your invoices into different formats like PDF.
Bill.com Remote Mobile Access
Access to Bill.com is available remotely from an iPad, laptop, or smartphone with an internet connection. This eliminates the need to carry physical checks or invoices on the go, and it allows you to pay bills from anywhere with the Bill.com app. Finally, Bill.com gives you the ability to create reminders and alerts at specific intervals regarding bills that need your approval.
Bill.com Quickbook Synchronization
With Bill.com's Quickbook synchronization features, you won't have as many data entry tasks and you'll reduce the chances of human error in bookkeeping. Any invoice payments in the Bill.com system will reconcile automatically with your Quickbooks records.
Bill.com Analytics Features
Bill.com offers a variety of analytics features to provide statistics and metrics on your billing and invoices. The platform tracks your invoices according to the due date to identify any overdue payments. You can also keep track of KPIs like erroneous payments and time to process invoices. Bill.com analytics features let you monitor cashflow by looking at incoming and outgoing cash figures.