CRM

InvoiceQuickly + HubSpot: Invoice the Moment a Deal Closes

Your sales team closes deals in HubSpot. Your invoicing should start there. When a deal moves to 'Closed Won,' InvoiceQuickly generates a professional invoice from the deal data — contact details, line items, amounts, and payment terms all carry over. No re-entry, no delays.

How It Works

1

Connect HubSpot CRM

Install the InvoiceQuickly integration from the HubSpot App Marketplace and authorize your portal.

2

Map deal properties to invoice fields

Map deal amount, line items, contact, company, and custom properties to invoice fields.

3

Trigger on deal close

When a deal moves to 'Closed Won' (or any stage you choose), an invoice is generated automatically.

4

Track in both platforms

Invoice status and payment date sync back to HubSpot deal properties and timeline.

Key Benefits

  • Automatic invoice creation when deals close — zero manual steps
  • Contact, company, and deal data flow directly to invoice fields
  • Invoice status and payment tracking visible in HubSpot deal timeline
  • Support for HubSpot line items and product catalog
  • Works with HubSpot workflows for complex billing rules

Best For

  • Sales teams that close deals in HubSpot and need immediate invoicing
  • Service businesses using HubSpot CRM for client management and billing
  • B2B companies with deal-based billing who want to eliminate post-sale admin

See How Much You Could Save

Use our ROI calculator to see exactly how much invoice automation could save your business each year.

Calculate Your Savings

Frequently Asked Questions

Does it work with HubSpot Free CRM?

Yes. The integration works with HubSpot Free CRM, Starter, Professional, and Enterprise tiers.

Can I customize which deal stages trigger invoices?

Yes. You choose which pipeline stages trigger invoice creation. You can also set conditions based on deal properties.

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