The title basically says it all. I wish there was a way, when a new invoice is created in Quickbooks that it would link to an exisiting deal in Hubspot. We send monthly invoices and creating a new deal for each invoice clutters up the pipeline.
This could be done by adding the deal ID somewhere on the Quickbooks customer side.
I second this motion! We also create monthly invoices (software subscription) and it would be really helpful if 1. the invoices could be attached to the deal and 2. the aggregate annual contract value could be synced to a company attribute.
I would love to have invoices append to existing deals - or have the opiton for them to creat new deals. Thanks for considering.
Yes, I vote for this!