Trusted by brands all over the world

Example Workflow
Triggers and Actions

Integrate
heading shape

New Contact in List

Trigger invoice generation and distribution in Stax Bill when new contacts are added to specific lists in HubSpot, ensuring timely billing and payment processing for new customers.
heading shape

New Deal Property Change

Update invoice amounts or payment terms in Stax Bill based on deal changes in HubSpot, facilitating accurate invoicing and billing adjustments in response to sales activities and negotiations.
heading shape

Product Created or Updated

Sync product pricing and sales data with Stax Bill to generate accurate invoices and billing statements, and ensure that customers are billed correctly for their purchases.
heading shape

New Email Event

Send automated invoice reminders or payment notifications through Stax Bill based on email interactions or customer responses in HubSpot, improving collections and reducing outstanding balances.
heading shape

Add Contact to HubSpot List

Segment contacts in HubSpot based on payment statuses or billing history from Stax Bill, enabling targeted communication and follow-up efforts tailored to customers' financial interactions and needs.
heading shape

Create a Company in HubSpot

Automatically create company records in HubSpot based on invoice data from Stax Bill, ensuring that sales and finance teams have visibility into key account relationships and billing information.
heading shape

Find Company

Retrieve company billing history or payment records from Stax Bill and sync them with HubSpot for comprehensive financial insights and analysis, supporting strategic planning and customer relationship management efforts.
heading shape

Find or Create Line_item

Sync product or service line items with Stax Bill to ensure accurate invoicing and billing, and facilitate smooth payment processing and reconciliation with customers.
heading shape

Find or Create Deal

Generate deal records in HubSpot based on invoice details or payment statuses tracked in Stax Bill, providing sales teams with valuable context and insights to drive upsell and cross-sell opportunities.
heading shape

Update Contact

Automatically update contact records in HubSpot based on payment statuses or billing changes detected by Stax Bill, ensuring that sales and support teams have access to the latest information for customer engagement and management.
Hubspot Platinum Partner Badge

Integrations built by experts

CMS Developers I Badge
CMS Developers I
Hubspot Certified
CMS Developers II Badge
CMS Developers II
Hubspot Certified
HubSpot CMS Implementation Badge Logo 1
CMS Implementation
Hubspot Certified
Academy SEO
Academy SEO
Hubspot Certified
Inbound
Inbound
hubspot certified
Marketing hub
Marketing Hub
hubspot certified
Client Management
Client Management
hubspot certified
Inbound Marketing Badge
Inbound Marketing
hubspot certified
Shopify_Partner 1 (1)
Certified Partner
Shopify Certified
OWASP
OWASP Contributor
Owasp Certified
CEH 1
Ethical Hacker
eu council certified
large-mcafee-institute-logo 1 (1)
Systems Security
Mcafee Certified
100+ integrations

Other Integrations Built By Us

Explore a range of custom integrations we've developed to streamline workflows
and enhance productivity, tailored to meet diverse business needs.

Frame 427321986

Categories

Search apps
CRM Integration Logo

Google Sheets

Connect

Enhance data management with HubSpot Google Sheet Integration. Seamlessly sync data between HubSpot and Google Sheets for improved organization and analytics.

CRM Integration Logo

Slack

Connect

Experience the power of HubSpot Slack Integration. Connect HubSpot with Slack to foster seamless communication and enhance collaboration. Explore the benefits of this integration for improved team efficiency.

CRM Integration Logo

QuickBooks

Connect

Simplify financial management by integrating HubSpot with QuickBooks. Enhance accuracy and streamline processes for improved business financials.

CRM Integration Logo

Salesforce

Connect

Discover the benefits of HubSpot Salesforce Integration. Streamline CRM processes by seamlessly connecting HubSpot with Salesforce. Enhance your marketing and sales strategies with this seamless integration.

CRM Integration Logo

Wordpress

Connect

Explore the advantages of HubSpot WordPress Integration. Seamlessly integrate HubSpot with WordPress for improved marketing workflows and increased efficiency. Elevate your digital strategy with this seamless integration.

CRM Integration Logo

Mailchimp

Connect

Take your email marketing to the next level! This guide explains how to integrate Mailchimp with HubSpot for powerful automation, better insights, and a more unified customer experience.

CRM Integration Logo

Stripe

Connect

Optimize payment processing with HubSpot Stripe Integration. Seamlessly connect your HubSpot account with Stripe for efficient and secure transactions.

CRM Integration Logo

Asana

Connect

Optimize project collaboration by integrating HubSpot with Asana. Streamline communication and workflow for improved efficiency and project success.

CRM Integration Logo

Shopify

Connect

Optimize your e-commerce marketing with HubSpot Shopify Integration. Streamline workflows and enhance customer engagement for a successful online store.

CRM Integration Logo

Zoom

Connect

Enhance virtual collaboration with HubSpot Zoom Integration. Seamlessly integrate Zoom with HubSpot for improved communication and collaboration in virtual meetings.

Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Stax Bill logo

Stax Bill + HubSpot

 

Integrate
bullet icon

Unified Invoice Tracking

Integrate HubSpot with Stax Bill to centralize invoice tracking and management, enabling easy access to billing information and payment statuses directly within HubSpot for streamlined financial operations.

bullet icon

Automated Invoice Generation

Automate invoice generation with Stax Bill integration, leveraging HubSpot data to create and send invoices to customers seamlessly, and reducing manual effort and administrative overhead.

bullet icon

Efficient Payment Processing

Streamline payment processing with Stax Bill integration, enabling customers to make payments directly through HubSpot and automatically updating payment statuses and records for accurate financial reporting.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Stax Bill Integration streamline invoice management?

The integration streamlines invoice management by centralizing invoice tracking and management within HubSpot, enabling easy access to billing information and payment statuses for efficient financial operations.

Can I automate invoice generation and distribution with Stax Bill integration?

Yes, you can automate invoice generation and distribution with Stax Bill integration, leveraging HubSpot data to create and send invoices to customers seamlessly, and reducing manual effort and administrative overhead.

How does the integration streamline payment processing?

By integrating with Stax Bill, the integration streamlines payment processing by enabling customers to make payments directly through HubSpot, and automatically updating payment statuses and records for accurate financial reporting.

Can I segment contacts and tailor communication based on payment statuses or billing history?

Absolutely, you can segment contacts in HubSpot based on payment statuses or billing history from Stax Bill, enabling targeted communication and follow-up efforts tailored to customers' financial interactions and needs.

Are there specific use cases where Stax Bill integration can drive significant ROI for businesses?

Yes, businesses can realize significant ROI by using Stax Bill integration for streamlined invoice management, automated payment processing, improved collections, targeted communication efforts, and ultimately, improved cash flow and financial efficiency.

How does the integration support cross-functional collaboration within organizations?

By centralizing financial data and insights within HubSpot and Stax Bill, the integration fosters collaboration between sales, finance, and customer service teams, ensuring alignment and consistency in billing and payment processes.

Can I track changes in payment statuses and send automated reminders or notifications?

Yes, you can track changes in payment statuses and send automated reminders or notifications through Stax Bill based on customer interactions or billing responses in HubSpot, improving collections and reducing outstanding balances.

How can I ensure seamless integration between HubSpot and Stax Bill's systems and processes?

By configuring triggers and actions within the integration settings, you can ensure seamless communication and data synchronization between HubSpot and Stax Bill, facilitating smooth integration across sales, finance, and customer service workflows.

What are the key benefits of using HubSpot Stax Bill integration for invoice management?

The key benefits include streamlined invoice management, automated invoice generation and distribution, efficient payment processing, targeted communication efforts, cross-functional collaboration, and ultimately, improved cash flow and financial efficiency

Is it possible to customize invoice templates or payment terms within the integration?

Yes, you can customize invoice templates, payment terms, and other billing settings within the integration to align with your organization's billing preferences and requirements, ensuring that the integration meets your specific needs and compliance standards.
The integration streamlines invoice management by centralizing invoice tracking and management within HubSpot, enabling easy access to billing information and payment statuses for efficient financial operations.
Yes, you can automate invoice generation and distribution with Stax Bill integration, leveraging HubSpot data to create and send invoices to customers seamlessly, and reducing manual effort and administrative overhead.
By integrating with Stax Bill, the integration streamlines payment processing by enabling customers to make payments directly through HubSpot, and automatically updating payment statuses and records for accurate financial reporting.
Absolutely, you can segment contacts in HubSpot based on payment statuses or billing history from Stax Bill, enabling targeted communication and follow-up efforts tailored to customers' financial interactions and needs.
Yes, businesses can realize significant ROI by using Stax Bill integration for streamlined invoice management, automated payment processing, improved collections, targeted communication efforts, and ultimately, improved cash flow and financial efficiency.
By centralizing financial data and insights within HubSpot and Stax Bill, the integration fosters collaboration between sales, finance, and customer service teams, ensuring alignment and consistency in billing and payment processes.
Yes, you can track changes in payment statuses and send automated reminders or notifications through Stax Bill based on customer interactions or billing responses in HubSpot, improving collections and reducing outstanding balances.
By configuring triggers and actions within the integration settings, you can ensure seamless communication and data synchronization between HubSpot and Stax Bill, facilitating smooth integration across sales, finance, and customer service workflows.
The key benefits include streamlined invoice management, automated invoice generation and distribution, efficient payment processing, targeted communication efforts, cross-functional collaboration, and ultimately, improved cash flow and financial efficiency
Yes, you can customize invoice templates, payment terms, and other billing settings within the integration to align with your organization's billing preferences and requirements, ensuring that the integration meets your specific needs and compliance standards.

Book a Consultation Call