HubSpot Inbound Marketing Implementation
for QuickBooks

HubSpot + QuickBooks Revenue Sync - Summary
What the Sync Enables
QuickBooks remains the system of record for revenue, while HubSpot becomes the system of insight for sales and marketing.
Through the integration:
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Closed-won deal revenue in HubSpot reflects actual QuickBooks revenue
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Invoices and revenue amounts synced from QuickBooks appear on HubSpot deal and company records
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Original lead source data (e.g., Organic Search, Paid Search, Trade Show, Email, Referral) is preserved in HubSpot and tied to revenue
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Marketing, sales, and finance teams view the same revenue truth, without spreadsheets or manual reconciliation
HubSpot + QuickBooks Marketing ROI
This dashboard illustrates how marketing campaign costs recorded in QuickBooks are synchronized into HubSpot, enabling true marketing ROI reporting based on real financial data.
What the Sync Enables:
QuickBooks remains the system of record for marketing spend, while HubSpot becomes the system of insight for campaign performance and revenue attribution.
Through the integration:
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Marketing campaign costs from QuickBooks (e.g., paid media, events, sponsorships) appear in HubSpot
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Campaign-influenced revenue in HubSpot is calculated using closed-won deals tied to marketing campaigns
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ROI is calculated inside HubSpot using real cost data not estimates or spreadsheets
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Marketing, sales, and finance share the same financial truth


Our HubSpot Services for QuickBooks Users
🔧 HubSpot Platform Implementation
- HubSpot Marketing Hub setup (Starter, Professional, or Enterprise)
- CRM configuration aligned to QuickBooks customer and prospect data
- Custom properties, pipelines, and lifecycle stages
🔄 QuickBooks + HubSpot Integration Strategy
- Define data sync requirements (accounts, contacts, deals)
- Coordinate with QuickBooks integration tools or middleware
- Ensure clean handoffs between marketing, sales, and accounting
📈 Inbound Marketing Strategy for QuickBooks
- Buyer personas mapped to customer industries (eCommerce, manufacturing, distribution, services)
- Content strategy aligned to buyer journeys
- SEO, blog, and landing page frameworks built for prospective customer lead intent
🤖 Marketing Automation & Lead Nurturing
- Automated lead capture and qualification
- Email workflows tied to QuickBooks customer use cases
- Sales alerts and handoffs when leads are sales-ready
📊 Reporting & Revenue Attribution
- Dashboards connecting marketing activity to pipeline impact
- Campaign reporting aligned with customer revenue outcomes
- Executive visibility into marketing ROI
Something Powerful
What Makes ERPVAR Different?
Typical Results for QuickBooks-Focused HubSpot Implementations
While results vary by organization, QuickBooks companies implementing HubSpot with ERPVAR commonly aim to achieve:
- Increased qualified inbound leads
- Improved sales and marketing alignment
- Reduced reliance on outbound-only sales
- Better visibility into marketing performance and ROI
