How to Auto-Create Invoices from HubSpot Deals
Revenue and billing for HubSpot CRM + SaaS and solutions.
This guide shows how to streamline revenue management for both subscription services and project-based solutions by connecting Sanka with HubSpot.
Theme
In SaaS, IT consulting, and web production, it is common to run both subscriptions and project work. Each requires a different revenue flow, but by combining Sanka and HubSpot you can run everything end to end from estimates to delivery, invoicing, payment tracking, and accounting.Overall flow
- Manage deals in HubSpot (CRM)
- Sync HubSpot and Sanka to import order data automatically
- Handle subscription or project billing in Sanka
- Track profit, delivery status, payment reconciliation, and journal reports
How to connect HubSpot
- Connect HubSpot from Integrations in Sanka
- Import HubSpot deal data into Sanka as Orders
- Map the required properties
- Optionally filter to import only key data
Subscription management
- Auto-create subscriptions from HubSpot deal data
- Recognize revenue based on monthly or annual billing schedules
- Support recurring billing and deferred revenue handling
Solution revenue management (project-based)
- Import HubSpot deals into Sanka Orders
- Enter labor costs (hourly rate x time) and outsourcing costs per project
- Calculate gross margin and profit in real time
- Reflect HubSpot pipeline and deal status as needed
Billing and payment management
- Issue sales invoices from Sanka (PDF email supported)
- Reconcile payments by linking payment records to invoices
- Use CSV upload or AI capture for high-volume operations
Reporting and accounting output
- Visualize MRR, churn, and new acquisition dashboards
- Support management accounting and project profitability tracking
- Generate financial statements (PL/BS/CF) in Sanka
- Display management dashboards on the home screen
Delivery management options
- Manage delivery status with a "Delivered" state
- Use Order data directly as delivery records
- Export to a separate table if needed
Summary
By connecting Sanka and HubSpot, you can:- Automate the entire flow from sales to back office to accounting
- Eliminate manual work and spreadsheets
- Achieve accurate, real-time profit management
