- Salesforce: opportunities and contracts feed revenue recognition, with customer master data kept in sync.
- HubSpot: closed-won deals become draft contracts, and DualEntry writes invoices, payments, and items back to HubSpot so sales sees AR status on the deal.
CRM
CRM Integrations: Salesforce and HubSpot
Salesforce and HubSpot integrations that turn closed-won deals into DualEntry customers and draft contracts, with HubSpot write-back for invoices and payments.
CRM covers integrations that connect deal and customer data in your CRM to DualEntry’s customer and contract records.
Last modified on October 7, 2026