HubSpot is where your sales pipeline lives. Glo Invoice is where the actual money moves. Wire them together with the Glo Invoice public API + webhooks so every estimate becomes a Deal, every signed estimate becomes a Won Deal, and every paid invoice updates lifetime value on the HubSpot Contact — automatically, without spreadsheet dumps.
How the workflow works
Grab an API key
From Admin → API Keys, generate a Glo Invoice API key with read access to invoices, customers, and payments.
Point webhooks at HubSpot
Use Zapier or Make to receive Glo Invoice webhooks (estimate sent, estimate approved, invoice paid) and route them into HubSpot's Deal + Contact APIs.
Map fields
Map Glo Invoice fields — total, customer email, job type, industry — into HubSpot Deal properties and Contact fields.
Watch the pipeline update
Sales-team dashboards in HubSpot update in real time as estimates go out, deals close, and revenue books.
Real use cases
Agency proposal pipeline
Every Glo Invoice estimate becomes a Proposal Sent stage in HubSpot; approved estimates auto-advance to Closed-Won.
Contractor sales team ROI
Track win rate, average job size, and revenue per estimator inside HubSpot without duplicate data entry.
Contact lifetime value
Every paid invoice increments the customer's Total Revenue property on their HubSpot Contact — real LTV, not sales-team estimates.
Overdue-invoice campaigns
When an invoice goes overdue, HubSpot enrolls the contact in a nurture sequence for collection follow-up.
What you get
- Public REST API with bearer-token auth
- Webhooks for estimate/invoice/payment events
- Works with HubSpot's Zapier + Make connectors
- Custom field mapping — trade, industry, job type
- Real-time deal-stage automation
- Contact LTV auto-updated from paid invoices
- Filterable event subscriptions
- Public API documented in /docs/PUBLIC_API
FAQ
Is there an official HubSpot app?
Not yet — today the integration runs through Zapier or Make against Glo Invoice's public API and webhooks. That covers every HubSpot-compatible workflow.
What events can I sync?
Estimate sent, estimate approved, invoice sent, invoice paid, invoice overdue, customer created, payment received — subscribe per-event.
Can I two-way sync contacts?
Yes. Use HubSpot Workflows or Zapier to create Glo Invoice customers when HubSpot Contacts move to a specific pipeline stage.
What about Salesforce / Pipedrive?
The same API and webhooks work with any CRM — Salesforce, Pipedrive, Close, Attio, or a custom backend.
Start invoicing free
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