Your CRM signals are sleeping
Deal stage, engagement score, last sales interaction — that data never feeds your follow-ups. Your emails go out as if they had no idea who the customer is.
NATIVE INTEGRATION
Beta
Finaxis + HubSpot: turn your CRM into a collections engine
Connect Finaxis to HubSpot in under 15 minutes. Your CRM signals — deal stage, engagement score, support tickets — fuel hyper-personalized follow-ups that protect the customer relationship.
HubSpot
Trusted by Quebec SMBs
The problem
HubSpot sees everything — except who's paying late
HubSpot brilliantly orchestrates marketing, sales, and customer service. But it doesn't cover collections — and connecting HubSpot to your accounting software is either a maze of rigid connectors or an API project too technical for an SMB. The result: your finance team operates blind, internal hand-offs slow down the whole cycle, and your DSO pays the price. Finaxis is the intelligent AR infrastructure that plugs in on top of your stack and brings sales, service, and finance into the same conversation.
Sales and finance don't talk
The hand-off from sales to invoicing is manual, slow, and full of blind spots. Internal follow-ups drag — and delay every downstream customer reminder.
Blind, time-based reminders
Reminders go out on fixed intervals, no matter who you're talking to. A strategic customer gets the exact same dry email as a chronic late payer.
No visibility after the invoice
Once the invoice is sent, nothing fires in HubSpot. No task, no scheduled follow-up, no signal to sales or service. The account drops off the radar.
Pipeline closes, but the cash doesn't come in
HubSpot measures signed deals — never actual collections. Leadership watches the pipeline grow without knowing if cash is following. Decisions made in the dark.
Connecting HubSpot to your accounting: maze or compromise
Native connectors are too rigid, API integrations too technical. Neither option truly respects your workflows — or your time.
WHY FINAXIS
Why connect Finaxis to HubSpot
Finaxis reads your CRM in complementary mode — without polluting it — and turns your HubSpot signals into follow-ups that respect the customer relationship while accelerating collections.
Native HubSpot sync
OAuth connection in under 15 minutes, straight from Finaxis. You authorize access to your HubSpot account in a few clicks, and Finaxis reads your contacts, deals, invoices, and tickets in real time — without writing anything to HubSpot you haven't approved.
Follow-ups personalized by CRM signals
We cross-reference marketing, behavioural, sales, and payment data to adapt the tone, timing, and channel of every follow-up. Your best customers don't get the same message as a habitual late payer.
AI assistant connected to your HubSpot data
Chat with your billing cycle: "Which deals closed this quarter have an overdue invoice?", "Send a soft nudge to every customer in expansion stage." The AI executes — you stay in control.
Multi-channel coordinated by contact
Email, SMS, and AI-powered calls — orchestrated by the preferred channel on the HubSpot record. No follow-up goes unanswered because a single channel was ignored.
Dispute detection and recommended actions
A Service Hub ticket opens? Finaxis catches it in real time, adjusts the case context, and notifies you. Depending on the situation, the AI recommends the next move — pause the follow-up, call the contact, or address the issue directly in the next message. You stay in control, without damaging the customer relationship.
Full-funnel view: marketing, sales, post-sales
Finaxis sees the entire customer cycle the way your sales team sees it. Deliverables, renewals, account expansions — everything feeds the follow-up strategy to protect the relationship and maximize lifetime value.
Technical details
How the HubSpot integration works
Authentication
OAuth 2.0 (HubSpot authorization from Finaxis)
Connection time
under 15 minutes
Data flow direction
reads CRM data; limited, audited writes for approved follow-up actions
Sync frequency
continuous sync via the HubSpot API
What this integration enables, exclusively!
- Follow-ups personalized by CRM signals (deal stage, score, last sales interaction)
- Service Hub ticket detection with case-context adjustment and recommended action (pause, call, address the issue)
- Full-funnel view: marketing, sales, and post-sales feeding the follow-up strategy
- Complementary mode — Finaxis replaces neither your invoicing nor your CRM, it plugs into both
DATA SHARED
What data flows between Finaxis and HubSpot
Precise technical mapping of objects synchronized via the HubSpot API, with the direction of each flow.
In Finaxis
Direction
In HubSpot
Contact
Contact
Customer
Company
Client owner
Company Owner (field)
Activity — Email
Engagement (Email)
Activity — Notes
Engagement (Notes)
In Finaxis
Contact
In HubSpot
Contact
In Finaxis
Customer
In HubSpot
Company
In Finaxis
Client owner
In HubSpot
Company Owner (field)
In Finaxis
Activity — Email
In HubSpot
Engagement (Email)
In Finaxis
Activity — Notes
In HubSpot
Engagement (Notes)
COMPARISON
What Finaxis does that HubSpot alone doesn't
Discover the power of AI combined with your CRM data.
HubSpot alone
HubSpot + Finaxis
Post-invoice follow-ups
None (generic manual workflows)
AI follow-ups personalized by CRM signals
Sales × Service × Finance coordination
None — every team works in silos
Dispute detection, recommended action, and escalation to the right owner
Multi-channel orchestration
No automatic orchestration across channels
Email + SMS + AI call, chosen automatically based on the contact record
Conversational AI assistant
None for accounts receivable
Copilot connected to your HubSpot data, executes the actions
Visibility after the invoice
None
Collections dashboard + cash forecast
White-label
Variable depending on configuration
Every communication goes out under your brand
DSO management
No mechanism dedicated to collections
AI engine dedicated to accelerating collections and reducing DSO
Post-invoice follow-ups
None (generic manual workflows)
AI follow-ups personalized by CRM signals
Sales × Service × Finance coordination
None — every team works in silos
Dispute detection, recommended action, and escalation to the right owner
Multi-channel orchestration
No automatic orchestration across channels
Email + SMS + AI call, chosen automatically based on the contact record
Conversational AI assistant
None for accounts receivable
Copilot connected to your HubSpot data, executes the actions
Visibility after the invoice
None
Collections dashboard + cash forecast
White-label
Variable depending on configuration
Every communication goes out under your brand
DSO management
No mechanism dedicated to collections
AI engine dedicated to accelerating collections and reducing DSO
FAQ
Frequently asked questions
Everything you need to know about the integration.
The connection is made directly from Finaxis via OAuth, in under 15 minutes. You authorize access to your HubSpot account in a few clicks — no code, no IT involvement.
Finaxis runs in complementary mode. It reads your contacts, deals, invoices, and tickets, but only writes the follow-up actions you've approved into HubSpot (notes, tasks, activities). Your CRM stays clean.
No. Every communication goes out under your company's name, email, and voice. Your customers only see your brand — Finaxis stays invisible behind the scenes.
We cross-reference marketing, behavioural, sales, and payment data from your CRM to adapt the tone, timing, and channel of every follow-up. A customer in expansion stage won't get the same message as an at-risk account.
Finaxis catches the ticket in real time, adjusts the case context, and notifies you. The AI then recommends the next move — pause the follow-up, call the contact, or weave the issue into the next message — so your team keeps the decision, without falling into the "chasing me while I'm waiting on your support" trap that damages the customer relationship.
Yes. Contact our sales team to start a trial and see results before committing to a plan.
Yes, we are CASA Tier 2 certified. All data is hosted in Canada (Quebec Law 25 compliance), encrypted end-to-end, and protected by the OAuth 2.0 standard.
Yes, from Free up to Enterprise (Sales, Service, Marketing Hub). Support ticket detection requires Service Hub; deal stage analysis requires Sales Hub.
Connecting HubSpot and syncing the data usually takes under 15 minutes. If you use Microsoft 365 or Google Workspace (Gmail), you can also connect your inbox in the same flow and send a first follow-up in copilot mode within those 15 minutes. Response-rate improvements typically show after 30 days of use, and you should expect about 90 days to reach a 15-25% reduction in your overall DSO.
Ready to turn HubSpot into a collections engine?
Connect HubSpot to Finaxis in under 15 minutes. Free trial on request, guided by our team.