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INTEGRATIONS

HubSpot

Access and sync all of your HubSpot information via Tabs’ HubSpot integration.

hubspot

Overview

The HubSpot integration with Tabs automates the flow of customer and deal data, bridging sales activities and financial operations. It syncs customer information, deals, and contracts to enable smooth billing and revenue management.

Features

  • Automatically syncs customer data from Hubspot to Tabs, ensuring customer information is up to date for contract creation and financial management
  • Sync over closed-won opportunities in Hubspot and corresponding contracts in Tabs, facilitating smooth billing and invoicing processes
  • Syncs product and pricing details from Hubspot to Tabs, ensuring product data is accurate
  • Syncs payments from Tabs to Hubspot, giving sales teams and CX teams real-time visibility into customer payment statuses for better account management

Benefits

  • Sales and CX teams gain real-time access to key billing and payment information directly within Hubspot, customer facing teams can manage customer accounts more effectively, tracking outstanding balances and payment statuses without switching between platforms
  • Automatically sync contract over from closed deals, speeding up the billing cycle and improving cash flow management
  • Accurate Forecasting and Pipeline Management: With up-to-date contract and billing data synced into Tabs from Hubspot, teams can more accurately forecast revenue and manage their sales pipeline, leading to better strategic decision-making

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“There are a million platforms that help you manage spend, but Tabs is unique in that it actually helps me get the company’s money faster. ”

Alan Federman, VP of Finance, Canvas