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HubSpot Integrations

Connect HubSpot to your ERP, finance, telephony, and data systems — so every team works from one source of truth.

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INTEGRATION AUDIT

How many of your systems actually talk to each other?

Disconnected tools create data silos, manual processes, and reporting blind spots. We build integrations that keep HubSpot connected to your wider tech stack — so data flows where it needs to, when it needs to, without human intervention.

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WHY MO FOR INTEGRATIONS

Integrations built on data architecture, not just connectors

Anyone can install a marketplace app. We design integration architecture that governs how data flows between systems — with mapping, validation, and error handling that keeps your single source of truth intact.

Architecture-first approach

Before we connect anything, we map the data model across systems. Which fields sync? In which direction? What happens when there’s a conflict? These decisions are made upfront, not discovered in production.

Native and custom builds

We use HubSpot’s native integrations where they fit. Where they don’t, we build custom middleware, API connections, or Operations Hub workflows to fill the gaps — no workarounds.

Bi-directional sync

Most integrations are one-way by default. We design bi-directional data flows where needed, with conflict resolution rules that prevent overwriting good data with stale data.

Error handling and monitoring

Integrations break. We build error handling, retry logic, and monitoring alerts so issues are caught and resolved before they affect your pipeline or reporting.

Scalable middleware

For complex multi-system integrations, we use middleware platforms that can handle high-volume data flows, transformations, and conditional routing between HubSpot and your wider stack.

Ongoing integration support

Integrations need maintenance. API changes, schema updates, and new business requirements mean connections evolve. We provide ongoing monitoring and support to keep everything running.

We connect systems — not just tools

Connecting two platforms is the easy part. The hard part is deciding what data flows where, in what format, with what validation rules, and what happens when something fails. We approach integrations as a data architecture problem, not a technical implementation task. Before anything is connected, we map the data model across your entire tech stack — identifying which system is the source of truth for each data type, how records are matched, and what governance rules apply.

Talk to our integrations team

From connected tools to a connected revenue system

When HubSpot is properly integrated with your ERP, finance tools, telephony, and data warehouse, your revenue teams stop context-switching between systems. Sales reps see invoice status without logging into the ERP. Finance sees deal context without asking sales. Service sees the full customer history without searching three platforms. That’s not just efficiency — it’s the infrastructure that makes a single source of truth possible.

See integration examples
THE REALITY

Without Proper Integration / With MO Agency

Disconnected systems don’t just create inefficiency — they create bad data, bad decisions, and bad customer experiences.

Without Proper Integration

  • Manual data entry between systems — Staff copy-paste data from one platform to another. Records fall out of sync within days.
  • No single source of truth — Sales data lives in the CRM, financial data in the ERP, support data in the ticket system. Nobody has the full picture.
  • Broken marketplace integrations — Off-the-shelf connectors were installed without architecture planning. They sync the wrong fields and create duplicates.
  • Reporting blind spots — Revenue can’t be tracked end-to-end because deal data doesn’t connect to invoice data.
  • Scaling compounds the problem — Every new tool, team, or market adds another disconnected system. Integration debt compounds.

With MO Agency

  • Automated, validated data flows — Data moves between systems automatically with field mapping, transformation rules, and validation.
  • HubSpot as the single source of truth — Every system feeds into and reads from HubSpot. One customer record. One deal history.
  • Designed, not installed — Every integration is architected with data model mapping, sync direction rules, and conflict resolution.
  • End-to-end revenue visibility — Deal data connects to invoice data connects to service data. Full customer lifecycle in one place.
  • Scalable integration architecture — New systems plug into an established framework. Adding tools doesn’t mean starting from scratch.
THE PROCESS

Our integration methodology

A structured approach that puts data architecture first and configuration second.

Tech Stack Audit
We map every system in your stack — what data it holds, what it generates, and how it currently connects (or doesn’t) to other tools.
Data Architecture Design
We define source-of-truth ownership for every data type, map field relationships across systems, and design sync rules.
Integration Build
Connections are built using native integrations, Operations Hub, custom APIs, or middleware — depending on complexity.
Testing & Validation
Integrations are tested with real data across all scenarios — creates, updates, deletes, and edge cases.
Launch & Monitoring
Integrations go live with monitoring dashboards and alerting. We provide ongoing support for API changes and new requirements.
THE PROCESS

Our proven migration framework

A unified CRM becomes the backbone of your entire operation. Every team, every tool, every data point — connected and flowing.

Discovery & Audit

We map your current CRM architecture — objects, properties, automations, integrations, and data quality. We identify what migrates, what gets cleaned, and what gets retired.

Target-State Design

We architect your HubSpot environment based on how your revenue teams actually operate. Lifecycle stages, pipelines, custom objects, and permissions are designed before any data moves.

Data Migration & Validation

Records migrate in stages with validation at every checkpoint. Contacts, companies, deals, activities, and custom objects are reconciled against source data to confirm zero loss.

Integration & Automation Rebuild

Connected systems are re-pointed to HubSpot. Workflows, lead routing, and automated processes are rebuilt and tested in the live environment before full cutover.

Go-Live & Hypercare

Parallel running ends with a controlled cutover. We provide 30 days of active hypercare — monitoring data flows, fixing edge cases, and reinforcing team training.

CAPABILITIES

From native connectors to custom-built middleware

We match the integration approach to the complexity of the requirement — never over-engineering, never cutting corners.

Native HubSpot Integrations

We configure and optimise HubSpot’s 1,600+ marketplace integrations — ensuring they’re properly mapped, scoped, and monitored rather than just installed.

Operations Hub Workflows

Custom-coded workflow actions, data sync, and programmable automation for integrations that need logic beyond standard connectors.

Custom API Integrations

Direct API-to-API connections for systems without native HubSpot support. RESTful and webhook-based integrations with authentication and error handling.

Middleware & iPaaS

For complex multi-system orchestration, we use platforms like Make, Workato, or custom middleware to handle high-volume data flows and conditional routing.

SYSTEMS WE INTEGRATE

HubSpot connected to your entire tech stack

We integrate HubSpot with every category of business system — from finance to telephony, from data warehouses to customer success platforms.

ERP & Finance

Close the loop between deals and invoices. Finance data flows into HubSpot so your revenue teams see payment status and financial context.

  • Xero, QuickBooks, Sage, NetSuite
  • Invoice and payment sync
  • Revenue recognition data
  • Account-level financial context
  • Billing status on deal records

Telephony & Communication

Call data, recordings, and activity logs sync to HubSpot contact records automatically. Every conversation is captured and contextualised.

  • Dialpad, Aircall, RingCentral, 3CX
  • Call logging and recording sync
  • SMS and messaging integration
  • Call outcome tracking
  • Activity timeline enrichment

Data Warehouses & BI

Push HubSpot data to your warehouse for advanced analytics, or pull enrichment data back into HubSpot. Bi-directional flows that keep both systems current.

  • Snowflake, BigQuery, Redshift
  • Real-time and batch data sync
  • Custom reporting and attribution
  • Data enrichment pipelines
  • BI tool connectivity (Looker, Tableau, Power BI)

Marketing & Advertising

Advertising platforms, analytics tools, and content systems connect to HubSpot for unified attribution, audience sync, and campaign tracking.

  • Google Ads, LinkedIn Ads, Meta Ads
  • Google Analytics 4 integration
  • Content management systems
  • Audience sync and retargeting
  • Multi-touch attribution

Proven integrations across every category

We’ve built and maintained integrations across hundreds of platforms. Here are the categories we work with most.

Finance & Accounting

Xero, QuickBooks, Sage, NetSuite, and FreshBooks. Deal-to-invoice sync, payment status tracking, and financial reporting in HubSpot.

Communication & Telephony

Dialpad, Aircall, RingCentral, 3CX, and Teams. Call logging, recording sync, and activity enrichment on every contact record.

Data & Analytics

Snowflake, BigQuery, Redshift, Looker, and Power BI. Bi-directional data flows for advanced analytics and enrichment.

Productivity & Operations

Slack, Asana, Jira, PandaDoc, and DocuSign. Workflow automation, document management, and team collaboration connected to your CRM.

CASE STUDIES

Trusted by leading brands

Integration Client

Built a bi-directional HubSpot-Xero integration that synced deal data to invoices and payment status back to deal records — eliminating manual reconciliation for a 50-person sales team.

Read case study

Analytics Client

Integrated HubSpot with Snowflake and Looker to create a unified revenue analytics layer — giving leadership end-to-end visibility from first touch to renewal.

Read case study

Quote-to-Cash Client

Connected HubSpot to a custom ERP, Dialpad telephony, and PandaDoc — creating an automated quote-to-cash workflow that reduced sales admin time by 40%.

Read case study
Cloudflare case study
CASE STUDY

How Cloudflare scaled global security operations with HubSpot

Discover how we helped Cloudflare unify their revenue operations, streamline lead routing across 30+ regions, and increase pipeline velocity by 45% using HubSpot Enterprise.

Read the full story
TESTIMONIALS

Client Testimonials

MO Agency helped us develop an integration between Twilio and HubSpot. When we had issues later, they helped us free of charge. Great service.

Samsinger L.

CTO | Technology

We are very pleased with the service received. All automations were successfully created and working exactly as specified.

Thomas C.

Operations Director

Great team to work with. They are very responsive and got us a working automation solution in less than 24 hours.

Levin B.

Director | Marketing Services

Very friendly and knowledgeable team! They helped us enormously with our integration requests. Highly recommended.

Kulnitskaya A.

Product Manager | Technology

Reviews from the HubSpot Partner Directory. View them all.

OUR CLIENTS

Clients

We help our clients achieve sustainable growth with clear user journeys, innovative campaigns, automation, visibility and integration.

Frequently Asked Questions

What systems can you integrate with HubSpot?

We integrate HubSpot with virtually any system that has an API — ERP and finance tools (Xero, QuickBooks, NetSuite, Sage), telephony (Dialpad, Aircall, RingCentral), data warehouses (Snowflake, BigQuery, Redshift), productivity tools (Slack, Asana, Jira), document management (PandaDoc, DocuSign), and industry-specific platforms. If it has an API or export capability, we can connect it.

Do you use HubSpot’s native integrations or build custom ones?

Both — we match the approach to the requirement. Where HubSpot’s native marketplace integrations or Operations Hub data sync meet your needs, we use them. Where native options don’t exist or don’t support the data flow you need, we build custom integrations using direct APIs, Operations Hub custom-coded actions, or middleware platforms. Most clients end up with a mix of both.

How do you handle data conflicts between systems?

During the architecture phase, we define source-of-truth ownership for every data type. For example, contact data might be owned by HubSpot while financial data is owned by your ERP. When conflicts arise, the source-of-truth system wins. We also build timestamp-based conflict resolution where appropriate, and log all conflicts for review.

What happens when an integration breaks?

Every integration we build includes error handling, retry logic, and monitoring alerts. When an issue occurs — an API change, a data validation failure, a timeout — our monitoring catches it and alerts our team. We diagnose and resolve the issue, often before your team notices. For clients on managed support plans, integration monitoring is included.

How long does a typical integration project take?

A single native integration setup takes 1–2 weeks. A custom API integration typically takes 3–6 weeks depending on complexity. Multi-system integration projects with middleware and data architecture design can run 8–12 weeks. We scope the timeline during the tech stack audit and provide a detailed project plan before build begins.

How much do HubSpot integrations cost?

Pricing depends on the number of systems, integration complexity, and whether we’re using native connectors or building custom solutions. A single native integration configuration starts from R15,000 / £750. Custom API integrations typically range from R50,000–R150,000 / £2,500–£7,500 depending on complexity. Multi-system integration architecture projects are scoped individually after the tech stack audit.

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