Keep HubSpot and Moneybird updated automatically.
In HubSpot you build your pipeline and close deals, but you still create the invoice by hand in your accounting afterwards. That costs time and creates duplicate contacts. Schakel reads your HubSpot deals and turns every deal that reaches the won stage into a Moneybird invoice automatically, with the company as a contact and the HubSpot line items as invoice lines.
What travels across the link
Everything this connector moves between HubSpot and Moneybird, and how often.
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Won deal as invoice
When a deal reaches the won stage in your pipeline, Schakel turns it into a Moneybird sales invoice, with the line items as lines and the deal name as reference.
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Company and contact person
The HubSpot company is found in Moneybird by name or email or created as a contact, with the contact person attached, so the invoice sits with the right relation.
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Line items as invoice lines
The products and line items on the deal come through as separate invoice lines, with quantity and price, so the invoice is as itemised as the deal in HubSpot.
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VAT per line
Based on the company country and VAT number the right rate is set per line, including reverse charge for foreign business customers.
What HubSpot to Moneybird saves you
- A won deal in HubSpot becomes an invoice in Moneybird by itself.
- Companies arrive as contacts, without duplicate relations.
- Line items are preserved, so the invoice is as specific as the deal.
- Sales and accounting work from one source, no more retyping.
Setting it up
- 01
Connect HubSpot
You grant Schakel access to your deals, companies and products through the HubSpot app. Your pipelines and properties stay unchanged.
- 02
Grant access to Moneybird
You authorise Schakel through Moneybird and pick the administration the invoices should land in. Your password is never asked for or stored.
- 03
Set the won stage and the mapping
You choose which deal stage creates the invoice and map your products and VAT rates to the right ledger accounts in Moneybird.
- 04
Check and let it run
You see the first invoices in an overview before they are final. Once it looks right, every won deal becomes an invoice by itself.
What you need
- An account you administer, with access to the data you want linked.
- A Moneybird administration you administer, plus clarity on which ledger account you want this revenue booked to.
Not sure how to get those keys? Step by step:
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
Request this connector: tell us what you need and we reply within 24 hours.
Related connections
Connect a different pair
HubSpot and Moneybird is one of many. Pick two systems and see what travels between them.
Common questions
Is the HubSpot to Moneybird connector available?
Request this connector and get access. You let us know you want to link HubSpot to Moneybird, and we make sure you can get started. You hear from us within 24 hours.
Which deal stage creates the invoice?
By default the won stage of your pipeline, but you choose which stage creates the invoice in Moneybird, so open deals are not invoiced yet.
Are HubSpot quotes and line items included?
Yes. The line items on the deal come through as separate invoice lines, with quantity and price, so the invoice matches what you sold.
Do duplicate contacts appear in Moneybird?
No. The company is found by name or email. Only without a match does Schakel create a new contact.
Does this work with multiple pipelines?
Yes. You can set per pipeline which stage creates the invoice, so sales and renewals can each have their own rule.
Can you connect HubSpot to Moneybird?
Yes. Schakel connects through the official APIs of HubSpot and Moneybird, so you install nothing on your own server and nothing travels outside those two parties.
Which VAT rate do my sales get in Moneybird?
The rate is set per line: 21%, 9% or 0%. Sales to Belgium and other EU countries get the rate of the destination country, ready for your OSS return.
Are commission and fees booked separately in Moneybird?
Yes. Commission, shipping and other fee types each land on their own ledger account in Moneybird, rather than in one lump sum, so your margin stays readable.
Missing something you need?
Tell us what HubSpot and Moneybird should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.