Monk deepens native integration with HubSpot

We heard this over and over from customers: "We close deals in HubSpot, then someone has to manually recreate everything in our ERP". Or worse - it's tracked in a spreadsheet.

We are investing in HubSpot because that's where customers already work.

What changed

Before, closing a deal in HubSpot meant manual work in Monk: creating the customer, setting up the contract, entering line items, discounts, and taxes, marking invoices paid, updating owners when they changed.

Now it's automatic.

Mark an invoice "Open" in HubSpot and it appears in Monk. Deal owners become contract owners. Billing frequency, payment terms, and contract dates all transfer.

How we built it

4 main things (and many hours) make this work:

Real-time webhooks: HubSpot tells Monk the moment something changes. Monk reacts immediately instead of checking for updates

Smart field mapping: Every company uses HubSpot differently. You can map your specific fields and values to Monk, so the integration adapts to your setup

Selective syncing: You control which pipeline stages trigger syncs, which invoices to exclude, and when to turn syncing on or off

Better UI: More configs on the client allowing our customers to customize their HubSpot integration

What was challenging about the build

Our first version took "time" to sync large accounts. We rebuilt it to handle data in parallel and added caching. Historical imports are now 30x  faster

HubSpot stores dates in ways that don't always match what you see in their UI. We had to map these carefully so dates in Monk match what you see in HubSpot.

Every HubSpot account has different custom fields for billing frequency, contract dates, and payment terms. We needed a system that could adapt without code changes for each customer.

When webhooks fail or arrive out of order, we can't create duplicate invoices or miss updates. We built retry logic and checks to handle these cases.

What's next

This is the foundation. Here's what we're adding:

Bidirectional sync: Right now data only flows from HubSpot to Monk. We're adding the ability to push payment confirmations and billing status back to HubSpot

Multi-currency support: We start with USD, but many customers need other currencies

Live invoice updates: If you edit an invoice in HubSpot after the initial sync, those changes don't flow to Monk yet. We are adding support for ongoing updates.

Quote integration. We're exploring syncing HubSpot quotes for teams that use quotes as the source of truth for pricing

You can enable this in Settings → Integrations → HubSpot.

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If there's something you need that we haven't built, be blunt with feedback and tell us.

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