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      2. Connex for QuickBooks Integrations Guide
      3. Hubspot

      Getting Started with HubSpot and QuickBooks

      How to sync HubSpot with QuickBooks

      Is there a demo?

      Does this work with QuickBooks Enterprise and QuickBooks Online?

      Yes, it works with both versions.

      How do I pair?

      Here are the steps:

      1. Login to Connex.
      2. Click add selling channel.
      3. Choose HubSpot.
      4. Click submit.
      5. Sign into HubSpot and agree to install our software.
      6. Complete the Connex install wizard.

      What data do you sync?

      We sync QuickBooks customers and their associated orders with HubSpot as deals. If you have other syncing needs, please contact us for special pricing.

      Can I sync deals, if they have a certain status?

      Here are the steps:

      1. Log into Connex.
      2. Click settings.
      3. Click order settings.
      4. Adjust the order status field.

      When does Connex sync contacts?

      We sync contacts, when you create or modify orders in QuickBooks.

      How do contacts match HubSpot?

      We match the customer email to the HubSpot contact email field. If there is no match, then Connex will create the contact.

      How do the fields map for contacts?

      Here is the field mapping:

      QuickBooks HubSpot
      First Name First Name
      Last Name Last Name
      Email Email
      Phone Phone
      Street 1 Street 1
      Street 2 Street 2
      City City
      State State
      Postal Code Postal Code

      How do the fields map for deals?

      Here is the field mapping:

      QuickBooks HubSpot
      Order Number Id, found in URL
      Order Date Order Date
      N/A, use rules engine Order Status
      Order Total Order Total
      Line Item - Item Name Line Item SKU
      Line Item - Item Quantity Line Item Quantity
      Line Item - Unit Price Line Item Unit Price
      Line Item - Description N/A
      Billing and Shipping Address Billing and Shipping Address