Connect Fishbowl with HubSpot to seamlessly align your inventory, sales, and marketing data. This powerful integration allows you to synchronize contacts, deals, products and inventory between systems—so your teams can work smarter and faster with real-time visibility across the customer journey. If you’re using HubSpot for marketing automation or CRM, syncing it with Fishbowl ensures your sales pipeline stays informed by what’s actually in stock and ready to fulfill.
Benefits of integrating Fishbowl with HubSpot
The Fishbowl-HubSpot integration uses a powerful two-way sync that updates contact and deal records across both platforms. Orders created in Fishbowl are pushed into HubSpot as deals, complete with product and pricing information. Additionally, deals created in HubSpot are synced to Fishbowl for fulfillment and to update inventory levels accordingly.
Key functionality includes:
- Automatic sync of customer and contact records
- Creation of HubSpot deals based on Fishbowl orders
- Creation of Fishbowl orders based on HubSpot deals
- Inventory visibility pushed to HubSpot for sales team to quote accurately
- Linking of Fishbowl order activity with HubSpot contact timelines
- Trigger-based automation options using HubSpot workflows
- Install the HubSpot Plugin
Contact your Fishbowl representative to activate the HubSpot integration, then download and install the plugin from your Fishbowl Client. - Configure Your Settings
Set your sync preferences for contacts, deals, and quotes. Define which Fishbowl quote statuses should trigger deal creation or updates in HubSpot. - Authorize and Connect
Log into your HubSpot account through the plugin to authorize the connection. Once authenticated, Fishbowl and HubSpot will begin syncing based on your settings. - Use HubSpot as Your CRM Front-End
Manage customer communication, marketing automation, and pipeline activity in HubSpot with data coming directly from Fishbowl in near real-time.
Fishbowl Integrates with Hubspot FAQs
Yes. Contact information, orders, and deals sync between Fishbowl and HubSpot in both directions, depending on your configured settings.
Absolutely. You can specify which quote statuses should trigger a sync to HubSpot—giving you control over when a deal enters the CRM.
Yes. You can build workflows in HubSpot that trigger based on synced Fishbowl activities like order creation or deal stage changes.
The HubSpot integration is available as an add-on plugin. Contact your Fishbowl Account Manager for pricing and activation details.
