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Set up

Connecting your HubSpot account to Sequence is simple. Go to the Integrations tab to get started.

  1. Click the button to connect to HubSpot.
  2. Select the HubSpot account you want to connect. If you are using the Sequence sandbox environment, make sure that you select a HubSpot sandbox account with copied data.
  3. Authorize the connection.

Only HubSpot Super Admins are able to authorize a connection.

Integrate with HubSpot

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Import customers

You can import customers with closed-won deals from HubSpot into Sequence to avoid duplicate data entry. Sequence will automatically import closed-won customers. You can also run one-off customer imports via the customer import tool.

To import a customer, Sequence requires a primary or billing address in HubSpot. This ensures the correct address is displayed on invoices.

The primary or billing address must have the following fields:

  • First line
  • Town/city
  • Postal/zip code
  • A valid country
  • A valid US state if the country is US

If an address is invalid then the reason(s) will be provided. You can navigate to HubSpot from these import errors so you can update these details then reload for your import.

For country, Sequence will translate the alpha-2 country code format) into the correct country. Make sure you use “GB” instead of “UK”.

Import customers from HubSpot

A placeholder billing email address will be entered in your Sequence customer. This can be easily updated in Sequence when you are ready to start sending invoices out. We will soon allow you to import a billing email from HubSpot.

Importing a customer will automatically create a link for that customer between Sequence and HubSpot.

Navigate to HubSpot for a linked customer

You can also manually link customers by selecting them in the Sequence customer view and choosing which HubSpot customer you would like to link to.

Link a customer to HubSpot

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Billing customers from Sequence

Your imported and linked HubSpot customers are now available to be used in Sequence to set up billing.

Set up billing

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Newly closed-won deals

Whenever a new deal closes in HubSpot, a customer will automatically be created in Sequence which you can use in billing. If some information was missing for this customer or deal which stopped a successful automatic import, you can go through the above flow to import it.

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