Streamlined

Link your HubSpot account so quotes become draft invoices, then choose your sync settings.

Connect HubSpot

What comes in from HubSpot, what Streamlined writes back to quotes, companies, and deals, and how customers link.

See what syncs between HubSpot and Streamlined

Which HubSpot quotes become draft invoices, how they match customers, and how to issue them automatically.

Issue invoices from HubSpot quotes

Find out why a HubSpot quote didn't become a draft invoice, and sync it in.

Bring in a missing HubSpot quote

Get NetSuite set up with the Streamlined team on the Enterprise plan, and sync it once it's connected.

Connect NetSuite

Generate, refresh, or delete API keys on Scale or Enterprise, then build with the API docs.

Create an API key

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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