From twenty-five tabs to a single platform

You know when you're trying to do ten things at the same time and have twenty-five tabs open on your computer? It's a stressful situation that happens to a lot of multitaskers. Today, I want to help you simplify your daily life, to bring together all your projects and to centralize them in the same place, on a single platform. You might say to me, “I can't organize my twenty-five tabs.” Believe it or not, it's 2025 and I have the solution. These are native integrations. Native integration refers to a direct connection between two software or systems, designed to work smoothly and transparently, without requiring additional adaptations or intermediate tools. It allows systems to automatically exchange data or functionalities as if they were part of a single application. With HubSpot, you can manage your leads, projects, and sales. By connecting platforms like QuickBooks, PandaDoc, Aircall, and Asana to it, you enrich the way you work by centralizing all your essential tools. Today, the majority of businesses use more than ten different software packages. The result is often the same: scattered data, duplicates, and repetitive tasks. Native HubSpot integrations allow these systems to be centralized in order to gain greater clarity and efficiency.

Imagine a pencil case: you will find your pen, eraser, highlighter and pencil in it, all stored in the same place and always ready to use.

Let's discover together how these integrations can transform your daily life.

Connect an accounting system to HubSpot: centralize your financial management

Connecting an accounting system to HubSpot allows you to centralize your financial processes and improve collaboration between your sales and accounting teams. By integrating tools like QuickBooks, Xero, FreshBooks, FreshBooks, FreshBooks, FreshBooks, Sage Accounting, or NetSuite ERP via the HubSpot Marketplace, you can automatically sync your contacts, invoices, and payments, create invoices directly from a deal sheet, track payments in real time, and avoid re-entry errors. These integrations reduce manual tasks, provide better visibility into sales performance, and make it easier to manage your overall operations. For example, with QuickBooks, it only takes a few clicks to connect your account, choose what data to sync, and automate payment tracking. Thanks to these integrations, HubSpot becomes a central point not only for customer relationships, but also for accounting management, allowing for a smoother alignment between business and financial operations.

Centralize the management of your sales documents in HubSpot

PandaDoc makes it possible to effectively manage the creation, sending and follow-up of quotes, contracts and commercial proposals directly from HubSpot. Once the integration is installed via the Marketplace, simply connect your PandaDoc account and select the document templates you want to use. From a deal or contact form in HubSpot, you can then generate a document in a few clicks. CRM data is automatically integrated into the model, eliminating manual entry and reducing the risk of errors. Once sent, the document can be followed up in real time until electronic signature. In addition to PandaDoc, other solutions like DocuSign, HelloSign, HelloSign, Proposify, Qwilr, or QuoteMate offers similar document automation and electronic signature capabilities, directly integrated into HubSpot. These tools make it possible to structure the entire bidding or commercial proposal process, while centralizing customer data. Integrating these solutions into HubSpot helps to speed up sales cycles, standardize sales communications, and improve the customer experience through smoother, consistent, and professional document management.

Integrate your telephony solution with HubSpot for centralized communication management

The integration of a telephony solution with HubSpot makes it possible to centralize all telephone and SMS interactions directly into the CRM. Tools like Aircall, Ringover, JustCall, CloudTalk Or Twilio are easily integrated via the HubSpot Marketplace and offer advanced features for tracking calls and messages. Once the integration is activated, simply connect your account to HubSpot and set up sync preferences, including calls, recordings, comments, and text messages. Each interaction is automatically recorded in the corresponding contact or company form, which allows your team to quickly find the complete history of exchanges. Calls can be listened to, annotated, and followed up, facilitating collaboration and improving customer service. By centralizing communications in HubSpot, these solutions make it possible to reduce manual entry, ensure complete traceability of exchanges and further structure the customer relationship in your sales or service processes.

Connect Project Management and CRM with HubSpot for Better Coordination

Integrating Asana with HubSpot makes it possible to connect sales and operational teams by automatically turning deals into concrete and organized tasks. Once the app is installed from the HubSpot Marketplace and the Asana account is connected, you can create tasks directly from the deal cards, assign them to collaborators, set due dates, and add notes without leaving HubSpot. This synchronization underlies the transition from sale to execution without losing information or re-entering. It improves coordination between teams, clarifies the actions to be taken at each stage of the customer cycle, and allows better monitoring of projects. In addition to Asana, other project management tools like ClickUp, Trello, Trello, Trello, Monday.com, or Teamwork offer similar native integrations for structuring and tracking workflows directly from HubSpot. Combined with solutions like Aircall (telephony), PandaDoc, PandaDoc, Qwilr or DocuSign (document management) and QuickBooks or Xero (accounting), these integrations transform HubSpot into a real connected control center. By centralizing customer relationships, projects, documents, and communications in a single interface, you simplify your processes, reduce internal friction, and create a work environment that is smoother, more consistent, and better aligned with your team goals.

Customized integration scenarios

While Hubspot's native integrations meet many needs, they don't cover all business realities. Some businesses require custom solutions to connect HubSpot to internal systems or specific applications. This is the case of Motrec International, a manufacturer of industrial electric vehicles, which needed to connect HubSpot to its own sales and production management platform. A feasibility study made it possible to explore several scenarios, including the use of universal connectors, the development of custom APIs or the partial synchronization of certain key data.

An integration scenario refers to a set of actions programmed between systems via APIs, aimed at automating targeted data exchanges. For example, the automatic creation of an order in an ERP following the signing of a quote in HubSpot. This approach allowed Motrec to map its data flows, identify critical integration points, and select a tailor-made solution, aligned with its operational and commercial priorities. Custom integrations thus offer greater flexibility to connect HubSpot to complex environments while ensuring the consistency, reliability, and relevance of the data.

Integrate, yes... but methodically

Implementing such an approach is essential: it guarantees technical feasibility, anticipates constraints and supports company performance. In the near future, it will be relevant to collaborate with specialized integrators or publishers of complementary solutions to create robust connectors and proven integration models, adapted to the needs of each sector.

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Learn today how these integrations can meet your needs and help you increase productivity. Do not hesitate to contact us to benefit from personalized support or to schedule a demonstration adapted to your organization.