Key Capabilities
- Contract creation from deals: Create Measure contracts directly from HubSpot deal records using the embedded Measure card
- Two-way sync: Keep customer and deal data synchronized between HubSpot and Measure
- Contract status visibility: View contract status, signature progress, and payment status from within HubSpot
- Price catalog sync: Push your Measure product catalog to HubSpot for use in deal workflows
Data Synchronization
Configure how data flows between HubSpot and Measure: Action mapping: Define what happens in HubSpot when actions occur in Measure (and vice versa). Choose which system is the source of truth for customer and contract information. Field mapping: Map customer and contract fields between systems to ensure data consistency. Custom fields can be mapped to maintain your specific data requirements.Sales Workflow
The HubSpot integration streamlines the quote-to-cash process:- Sales rep works a deal in HubSpot
- When ready, creates a Measure contract directly from the deal record
- Contract status updates sync back to HubSpot automatically
- Deal closes when contract is signed and payment is collected
Price Catalog
Products and pricing plans created in Measure can be synced to HubSpot. This enables your sales team to access your full pricing model within the HubSpot deal interface while Measure remains the source of truth for pricing.Custom Objects
Measure pushes custom objects to HubSpot for subscriptions and invoices, giving your team full visibility into billing data within the CRM. Subscription objects: View active subscriptions, plan details, billing frequency, and renewal dates directly on contact and company records. Track subscription changes over time without switching between systems. Invoice objects: Access invoice status, amounts, due dates, and payment history from within HubSpot. Identify overdue invoices and outstanding balances at a glance.Customer Success Workflows
Use Measure data in HubSpot to power CS automation:- Overdue account alerts: Trigger tasks or workflows when invoices become overdue, enabling proactive outreach before accounts fall further behind
- Renewal workflows: Automatically create deals or tasks based on upcoming subscription renewals
- Health scoring: Incorporate payment history and invoice status into customer health scores
- Revenue reporting: Build reports combining CRM pipeline data with actual invoiced and collected revenue from Measure for more accurate forecasting

