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Accounting and finance ⇄ CRM

Bill to HubSpot integration — real-time, two-way sync

Keep Bill and HubSpot in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Bill and HubSpot

Sync customers, invoices, and payment status between Bill and HubSpot in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. HubSpot knows the relationship: who the contacts are and what is in motion with the account. Bill knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Invoices, Customers, Payments, Chart of Accounts in Bill to Line Item, Product, Ticket, Quote in HubSpot with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Sync Customers and Invoices from BILL AR into a CRM or ERP so sales and finance see billing and payment status on the account.
  • 02 Write Vendors created during ERP onboarding into BILL so new payees are ready to pay without manual re-entry.
  • 03 Push product signup and usage events into HubSpot contact properties to drive lifecycle marketing segmentation.
  • 04 Write warehouse-computed lead and account scores back to HubSpot properties on a schedule or in near real time.

Common sync patterns

Payment status on the account

Invoice and payment status from Bill appears on the account in HubSpot, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in HubSpot, Bill gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from HubSpot when chasing a balance, and sales sees that the chase is happening.

What you can sync between Bill and HubSpot

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Bill objects HubSpot objects How this pairing syncs
Payments Outgoing vendor payments and received customer payments; read for reconciliation and created to schedule bill pay. Quote Synced with incremental and full sync per the Stacksync docs. Payments is specific to Bill and Quote to HubSpot — each maps to any object or custom field on the other side.
Chart of Accounts GL accounts used to code bills and invoices; typically mastered in the accounting system and written into BILL for consistent coding. Goal Synced with incremental and full sync per the Stacksync docs. Chart of Accounts is specific to Bill and Goal to HubSpot — each maps to any object or custom field on the other side.
Bank Accounts Funding and deposit accounts; read to reconcile payments and posted transactions against the ledger. Owner Synced with incremental and full sync per the Stacksync docs. Bank Accounts is specific to Bill and Owner to HubSpot — each maps to any object or custom field on the other side.
Vendor Credits and Credit Memos AP and AR adjustments applied against bills and invoices; synced so balances stay accurate on both sides. Pipeline Synced with incremental and full sync per the Stacksync docs. Vendor Credits and Credit Memos is specific to Bill and Pipeline to HubSpot — each maps to any object or custom field on the other side.
Bills Accounts-payable amounts owed to vendors, with bill line items; read and created via /v3/bills and pulled incrementally by filtering on createdTime/updatedTime. Stages Synced with incremental and full sync per the Stacksync docs. Bills is specific to Bill and Stages to HubSpot — each maps to any object or custom field on the other side.
Vendors Payee master records; synced two-way with vendor/supplier tables in an ERP or accounting system so new payees don't have to be re-keyed. Audit Synced with incremental and full sync per the Stacksync docs. Vendors is specific to Bill and Audit to HubSpot — each maps to any object or custom field on the other side.

How changes propagate between Bill and HubSpot

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Bill HubSpot Sub-second propagation

DetectionBill notifies Stacksync of record changes through webhook events. Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on.

DeliveryEach detected change is written to HubSpot through its API, with automatic retries and rate-limit backoff.

HubSpot Bill Sub-second propagation

DetectionHubSpot pushes changes as they happen — webhook events backed by change data capture. Records: incremental near-real-time change tracking.

DeliveryEach detected change is written to Bill through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Bill: 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
  • HubSpot: Request limits vary by subscription tier and API type.
What ships with Bill ⇄ HubSpot

Connect Bill and HubSpot for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Bill–HubSpot connection.

Real-time

Two-way sync

Changes in Bill or HubSpot instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Bill or HubSpot data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Bill or HubSpot record.

Observability

Monitoring

Track your Bill ⇄ HubSpot sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Bill and HubSpot.

How the Bill and HubSpot connectors work

Bill

Integration surface
REST/JSON (BILL v3 Connect API)
Authentication
Session-based: POST /v3/login with username, password, organizationId, and a developer key (devKey) returns a sessionId that is passed with the devKey as headers on every subsequent call; OAuth is available for partner/embedded apps
Change detection
Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback
Capabilities
read · write · webhooks
Rate limits
20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.

HubSpot

Integration surface
REST API (CRM v3)
Authentication
OAuth (choose HubSpot account and authorize Stacksync); requires a HubSpot 'Super Admin' to grant access; optional "Grant access to sensitive fields" checkbox for sensitive/highly sensitive fields
Change detection
Records: incremental near-real-time change tracking. Associations: HubSpot has no native association CDC
Capabilities
read · write · CDC · webhooks
Rate limits
Request limits vary by subscription tier and API type.
HubSpot setup guide
How it works

How to connect Bill to HubSpot — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Bill and HubSpot with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Bill connected
    HubSpot connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Bill and HubSpot objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Bill ⇄ HubSpot
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Bill HubSpot
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Bill and HubSpot integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 530 integrations available for Bill and HubSpot.

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