Salesforce
CRM & field service
Show account owners live AR status and log every touchpoint on the account.
CRM & field serviceHubSpot + Modern
Modern connects to HubSpot to put live AR status on each company record and logs every collections touchpoint as activity, so the people who own the relationship see what finance sees.
Capabilities
What Modern does with HubSpot
Show open balances and overdue invoices on HubSpot company records.- Log reminders, calls and payment updates as activity on the company.
- Read company owners and contacts, so escalations reach the right person.
Setup guide
How setup works
- 1
Connect HubSpot
Your admin authorizes Modern through HubSpot's API with OAuth or scoped API credentials, and can revoke access at any time.
- 2
Map your receivables
Modern maps accounts and contacts to the customers in your ERP, so AR status and activity land on the right record.
- 3
Go live in days
Modern starts working under the rules and approvals you set, with every action logged in the audit trail, and cash starts flowing soon after.
Security
Only the access it needs
Modern connects to HubSpot with scoped credentials, encrypts and tokenizes sensitive data, asks before doing anything new, and logs every action it takes in the audit trail.
FAQs
HubSpot integration FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Modern reads accounts and contacts from HubSpot and writes AR status, open balances and collection activity back, so the people who own the relationship see the same picture as finance.
No. Every email, call and payment update is logged in HubSpot, and you set the rules for who Modern contacts, how often and what needs approval first.
An admin authorizes Modern through HubSpot's API with credentials scoped to the records Modern needs. Mapping is quick, and Modern is live within days.
CRM & field service
Related integrations
ServiceTitan
CRM & field service
Read completed jobs and invoices from ServiceTitan and follow up until paid.
YOUR NEXT STEP
See Modern work with HubSpot
Walk through your receivables with our team and see how Modern would work with your HubSpot setup.
- Connects to HubSpot, nothing replaced
- Checks in before new steps
- Live in days, with cash flowing