This is a major step forward in helping B2B SaaS companies streamline the flow of data between Sales and Finance—eliminating manual handoffs, duplicate entry, and missed revenue opportunities.
With this integration, sales deals in HubSpot can now trigger billing workflows in Alguna, and finance events flow back into your CRM in real time.
How the Alguna + HubSpot Integration Works
This two-way sync ensures both Sales and Finance are always working with the same data—without switching tools or relying on spreadsheets.
Automate account creation from the sales pipeline
When a deal in HubSpot reaches a stage of your choice, an account is automatically created in Alguna. This keeps your billing pipeline aligned with your CRM—no manual setup required.
Create proposals directly from HubSpot data
Use deal and contact information stored in HubSpot to generate accurate, personalized proposals in Alguna with just a few clicks.
Push post-sale data back into HubSpot
Once a customer signs and is activated in Alguna, key status updates are automatically pushed back to HubSpot—keeping your sales team in the loop without needing to ask Finance.
Why This Integration Matters
Traditionally, Sales and Finance rely on disconnected systems—creating friction, duplicate work, and revenue leakage. This integration eliminates that gap, allowing both teams to work in sync from the first conversation to the first invoice.
Benefits include:
- Seamless data sync between HubSpot and Alguna
- No manual handoffs between Sales and Finance
- Accurate proposals and contract workflows
- Real-time customer activation visibility in CRM
Who This Is For
This integration is ideal for:
- B2B SaaS companies using HubSpot for CRM and Alguna for billing
- Revenue and finance teams looking to unify their go-to-market stack
- Companies automating quote-to-cash workflows
- Teams seeking to reduce friction between sales operations and billing
Get Started in Minutes
Connecting HubSpot to Alguna is fast and secure—and requires no engineering resources.
