Centralize your accounting data in HubSpot
Synchronize quote, billing and payment data in one place. Manage your accounting activity in real time, reliably and smoothly.

The benefits of Pennylane x HubSpot integration
- Elimination of double entries between sales and finance teams
- Customer and company data always up to date
- Better visibility on actual revenue vs forecast
- Acceleration of the quote → invoice → payment cycle
- More reliable management for leadership (sales, margin, billing)
Pennylane: the accounting solution integrated with HubSpot
Pennylane is the cloud accounting and financial management solution for SMEs that want to digitize. The Pennylane application has been developed to integrate perfectly with HubSpot and make your teams even more efficient !
+ 9,000 SMEs
have adopted Pennylane's internal accounting


The features of Pennylane x HubSpot integration
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Automate your billingTransform your HubSpot quotes into invoices (one-time or recurring) with just a few clicks, directly from your CRM.
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Create and manage your Pennylane customers from HubSpotFind your entire Pennylane customer portfolio in HubSpot and create new customers without double entry.
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Access your invoices in HubSpotView all your customer invoices directly from your HubSpot transaction and company records.
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Track payment status in real timeCheck the status of your invoices (upcoming, overdue, collected) directly in HubSpot thanks to synchronization with Pennylane.
How to configure the Pennylane integration in HubSpot?
PREREQUISITES
Prerequisites for integrating Pennylane with HubSpot
Before starting the actual installation of the integration, make sure you have administrator rights on both HubSpot and Pennylane.
STEP 1
Step 1: Search for the integration in the marketplace
1. Click on themarketplace icon in your HubSpot interface.
2. Search for Pennylane in the search bar.
3. Click on the first result.
STEP 2
Step 2: Install the Pennylane app
Simply click on Install application, in the top right.
STEP 3
Step 3: Log in with your Pennylane credentials
A new pop-up window will open, then enter your Pennylane credentials to log in.
Once connected, the integration will be active and you can find the Pennylane application in the list of your connected applications.
Prerequisites for integrating Pennylane with HubSpot
Before starting the actual installation of the integration, make sure you have administrator rights on both HubSpot and Pennylane.
Step 1: Search for the integration in the marketplace
1. Click on themarketplace icon in your HubSpot interface.
2. Search for Pennylane in the search bar.
3. Click on the first result.
Step 2: Install the Pennylane app
Simply click on Install application, in the top right.
Step 3: Log in with your Pennylane credentials
A new pop-up window will open, then enter your Pennylane credentials to log in.
Once connected, the integration will be active and you can find the Pennylane application in the list of your connected applications.
The HubSpot + Pennylane integration customized by Mi4
The Pennylane–HubSpot integration is quick to activate, but its success relies above all on a global strategic approach.
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Analysis and optimization of sales and billing processes
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Identification of relevant automations in HubSpot
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Implementation of workflows adapted to your business use cases
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Anticipation of technical and organizational impacts
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Team support for sustainable adoption
Taking the time to frame these elements is essential to fully benefit from the integration and secure the project's success.
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