How to Integrate HubSpot With FreshBooks

Updated on:

May 11, 2026

By:

Use this interactive demo to learn how to connect FreshBooks with HubSpot CRM in minutes.

Quick summary

The HubSpot FreshBooks integration lets you sync contacts, companies, and deals between your CRM and accounting software directly from the FreshBooks App Store. Setting up the connection takes just a few steps and enables both incoming and outgoing data sync to keep your sales and finance workflows aligned.

Steps

In your FreshBooks account, head to the left sidebar and select Apps.
Click Visit App Store in the top-right corner.
Search for HubSpot in the search bar and select it from the results.
Click the Connect Now button on the HubSpot CRM page.
Log In to your FreshBooks account when prompted.
Hit Allow to authorise FreshBooks access.
Select your company name from the list.
Log In to your HubSpot account.
Choose the HubSpot account you want to connect.
Hit the Connect app button to complete the OAuth flow.
Enable Incoming and Outgoing Sync and hit Save.
Hit Save again to confirm the configuration settings.
A success prompt confirms the integration is live and active.

📌 Why this matters

Connecting HubSpot CRM with FreshBooks eliminates the manual transfer of client and deal data between your sales and accounting teams. When contacts, companies, and deals sync automatically in both directions, sales reps always see up-to-date billing context while finance teams work from accurate CRM data. This HubSpot FreshBooks integration reduces data entry errors, speeds up invoicing, and helps revenue teams close the loop between winning a deal and getting paid. It is an essential setup for any small business looking to unify their CRM and accounting workflows in one connected system.

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