The HubSpot integration will allow you to automate the process of accounting from a Closed Won deal to create invoices and revenue recognition in Rillet. By connecting Rillet with HubSpot, you are able to sync Companies, Products and Deals in HubSpot to automatically create Customers, Products and Contracts in Rillet.

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Before starting the integration, please ensure that you meet the following prerequisites:

• HubSpot account with access rights to manage integrated apps
• Rillet account with Scale or Enterprise plan and Admin access rights (if you are on Rillet Starter plan, please contact your sales representative) </aside>

Install your HubSpot integration

1. Log in to Rillet

2. Navigate to Organization Settings > Integrations > HubSpot

3. Click Connect

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4. Select the HubSpot account that you want to connect to Rillet

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5. Once connected, you will be routed back to Rillet to complete Set Up

Configure your HubSpot integration

Complete the different inputs shown on screen and then click Save.

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• Sync data from — all Closed Won deals with a Close Date on or after this date will be synced into Rillet
• Revenue Account — the default revenue account for all new products synced from HubSpot. You can change this on individual products
• Default product for imported deal — the default product to be used to create a contract in Rillet when there are no HubSpot Line Items on the deal. This can be edited when approving each contract
• Custom HubSpot field name for deal start date (optional, but recommended) — the start date of the contract term. This is typically a custom field on HubSpot deals