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

Connect HubSpot

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

Issue invoices from HubSpot quotes

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

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

Bring in a missing HubSpot quote

Connect HubSpot, and how quotes become invoices and payments sync.

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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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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Update your plan, payment method, and invoices.

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Offer the ways your business customers pay

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