HubspotRilletintegration
Integrate Rillet with HubSpot to automate your accounting and finance management. By connecting Rillet with HubSpot, you are able to sync your deals, products and companies. Rillet allows to automatically generate invoices and send reminders to never miss a payment.
Sync deals data from HubSpot into Rillet and automate invoicing
"Deals won" are synced from HubSpot into Rillet as Contracts, together with the corresponding Customers and Products. You can require a review and approval of the contract details before impacting the General Ledger. For each contract, customize the invoice pattern and include payment links. Invoices and dunning sequences are run automatically.
Automate revenue recognition
For each deal synced from HubSpot, Rillet allows you to customize the revenue pattern. It then automatically creates the Revenue Waterfall and Deferred Revenue schedules, and posts the corresponding journal entries.
Automate SaaS metrics and GAAP reporting
Easily drill down and drill through ARR, NRR, Logo Retention Cohorts, SaaS P&L as well as your GAAP financials.
Integrating HubSpot to Rillet is easy and quick
Drivetrain has a native integration with HubSpot. Connecting the two systems is a simple three step process:
Enter your HubSpot credentials directly in Rillet.
Map your CRM data to Rillet in a matter of minutes.
Start building powerful multidimensional models and reports!
Discover the power of seamless connections
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