Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

Request a Quote
heading shape

New Contact Created

This trigger activates when a new contact is created in HubSpot, allowing Pennylane to synchronize contact information for accurate financial reporting.
heading shape

Contact Updated

Activated when a contact is updated or modified in HubSpot, enabling Pennylane to reflect any changes in contact details in financial records.
heading shape

New Deal Created

Triggered when a new deal is created in HubSpot, allowing Pennylane to track deal-related revenue and expenses for financial analysis.
heading shape

Deal Stage Updated

This trigger activates when the stage of a deal is updated in HubSpot, enabling Pennylane to adjust financial forecasts and projections accordingly.
heading shape

New Form Submission

Triggered when a new form submission is recorded in HubSpot, allowing Pennylane to capture lead data for financial analysis and forecasting.
heading shape

Email Clicked

This trigger activates when a contact clicks on a link in an email in HubSpot, allowing Pennylane to track email engagement for revenue attribution and financial reporting.
heading shape

Email Opened

Triggered when a contact opens an email in HubSpot, allowing Pennylane to gauge email effectiveness and its impact on financial performance.
heading shape

New Blog Post Published

Triggered when a new blog post is published in HubSpot, allowing Pennylane to assess the impact of content marketing efforts on financial metrics.
heading shape

New Social Media Post Published

Triggered when a new social media post is published in HubSpot, allowing Pennylane to analyze social media engagement and its correlation with financial outcomes.

Integrations built by experts

 

pre-heading icon one

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon two

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon three

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

Hubspot Platinum Solutions Badge

11 Years of HubSpot Expertise

Our team is committed to continuous learning, ensuring we deliver cutting-edge solutions and build client infrastructure that scale.

Certified Ethical Hacker badge
OWASP Certification badge
McAfee Insitute Certification Badge
Client Management badge
CMS Developers II badge
CMS Developers I badge
CMS Implementation badge
Inbound Certification badge
Academy SEO badge
Inbound Marketing badge
Salesforce Integration Certification Badge
Marketing Software Certification Badge
Sales Hub Software Certification Badge
Shopify Certified Partner badge
Top 1% Developers badge
Sales Software Certification Badge
Marketing Hub Software Certification Badge
Platform Consulting Badge
Objective Based Onbording Badge
HubSpot Reporting Certified Badge
Data Integrations Certification Badge
Implementation for Partners Certification Badge

Trusted by 100s of companies from startups to the Fortune 500

Five Star Rating

4.8 out of 5

Based on 91 reviews

Book call

120+

HubSpot Websites Built

Top 1%

on Upwork

500+

Custom Integrations Built

Twilio Shopify Webflow 100+ integrations

Other integrations built by us

Explore a range of custom integrations we've developed to streamline workflows and enhance productivity.

Frame 427321986

Categories

Search apps
CRM Integration Logo

Google Ads

Connect

Optimize advertising campaigns with HubSpot Google Ads Integration. Seamlessly connect HubSpot with Google Ads for improved campaign management and analytics.

CRM Integration Logo

Webflow

Connect

Learn how to effortlessly integrate Webflow with HubSpot to streamline your marketing efforts and unlock powerful automation capabilities.

CRM Integration Logo

Canva

Connect

Discover the benefits of integrating Canva with HubSpot and revolutionize your marketing collateral creation process with seamless automation.

CRM Integration Logo

Twitter

Connect

Explore how integrating Twitter with HubSpot can amplify your social media marketing efforts and drive engagement with your audience.

CRM Integration Logo

Instagram

Connect

Manage Instagram Direct Messages Directly in HubSpot. Trigger Workflows, Respond to DMs Faster. Only $100/Month.

CRM Integration Logo

Hotjar

Connect

Learn how integrating Hotjar with HubSpot can help you gain valuable insights into user behavior and optimize your website for enhanced engagement and conversions.

CRM Integration Logo

Forminator

Connect

Discover how integrating Forminator with HubSpot can streamline form management and lead generation processes, empowering you to capture and nurture leads effectively.

CRM Integration Logo

Instapage

Connect

Learn how integrating Instapage with HubSpot can optimize your landing page performance and enhance conversion rates, driving growth and maximizing ROI.

CRM Integration Logo

Gong

Connect

Explore the benefits of integrating Gong with HubSpot to gain actionable insights from customer interactions, enabling you to enhance sales effectiveness and drive revenue growth.

CRM Integration Logo

G-Integrator

Connect

Discover how integrating G-Integrator with HubSpot can streamline data synchronization and enhance cross-platform functionality, empowering you to maximize productivity and efficiency.

Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Pennylane logo

Pennylane + HubSpot

bullet icon

Effortless Accounting Integration

Integrate HubSpot with Pennylane for seamless synchronization of sales and financial data, facilitating streamlined accounting processes.

bullet icon

Real-time Financial Insights

Utilize Pennylane's advanced financial analytics to gain real-time insights into business performance directly within HubSpot.

bullet icon

Automated Reporting and Compliance

Leverage Pennylane's automation capabilities to generate reports and ensure compliance with accounting standards effortlessly.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Pennylane Integration simplify accounting processes?

The integration simplifies accounting processes by synchronizing sales and financial data between HubSpot and Pennylane, eliminating manual data entry and ensuring accurate financial reporting.

Can I gain real-time financial insights directly within HubSpot?

Yes, you can gain real-time financial insights using Pennylane's advanced financial analytics, which are seamlessly integrated into HubSpot for convenient access and analysis.

How does Pennylane ensure compliance with accounting standards?

Pennylane ensures compliance with accounting standards through automated reporting and compliance features, which streamline audit processes and help businesses stay compliant with regulatory requirements.

What types of triggers and actions are available with the HubSpot Pennylane Integration?

Triggers and actions include contact and deal management, form submissions, email engagements, blog and social media posts, workflow automation, enabling comprehensive integration and automation of financial processes between HubSpot and Pennylane.

Can I track revenue and expenses associated with deals in HubSpot?

Yes, you can track revenue and expenses associated with deals in HubSpot and synchronize this data with Pennylane for financial analysis and forecasting.

How accurate are Pennylane's financial analytics?

Pennylane's financial analytics are highly accurate, leveraging advanced algorithms and real-time data synchronization to provide businesses with precise insights into their financial performance.

Is it possible to automate financial reporting with Pennylane?

Yes, you can automate financial reporting with Pennylane, saving time and resources by automating repetitive tasks and ensuring timely and accurate financial reporting.

Can I analyze the impact of marketing efforts on financial metrics?

Yes, you can analyze the impact of marketing efforts on financial metrics by tracking sales and revenue data in HubSpot and correlating it with marketing activities for deeper insights into marketing ROI.

How does the integration benefit financial forecasting and planning?

The integration benefits financial forecasting and planning by providing real-time access to sales and revenue data from HubSpot, enabling businesses to make informed decisions and adjust their financial strategies accordingly.

Are there any limitations or considerations when using the HubSpot Pennylane Integration?

While the integration offers powerful capabilities for streamlining accounting processes and gaining financial insights, it's important to consider data privacy and security requirements when synchronizing sensitive financial data between HubSpot and Pennylane to ensure data integrity and compliance with regulatory standards.
The integration simplifies accounting processes by synchronizing sales and financial data between HubSpot and Pennylane, eliminating manual data entry and ensuring accurate financial reporting.
Yes, you can gain real-time financial insights using Pennylane's advanced financial analytics, which are seamlessly integrated into HubSpot for convenient access and analysis.
Pennylane ensures compliance with accounting standards through automated reporting and compliance features, which streamline audit processes and help businesses stay compliant with regulatory requirements.
Triggers and actions include contact and deal management, form submissions, email engagements, blog and social media posts, workflow automation, enabling comprehensive integration and automation of financial processes between HubSpot and Pennylane.
Yes, you can track revenue and expenses associated with deals in HubSpot and synchronize this data with Pennylane for financial analysis and forecasting.
Pennylane's financial analytics are highly accurate, leveraging advanced algorithms and real-time data synchronization to provide businesses with precise insights into their financial performance.
Yes, you can automate financial reporting with Pennylane, saving time and resources by automating repetitive tasks and ensuring timely and accurate financial reporting.
Yes, you can analyze the impact of marketing efforts on financial metrics by tracking sales and revenue data in HubSpot and correlating it with marketing activities for deeper insights into marketing ROI.
The integration benefits financial forecasting and planning by providing real-time access to sales and revenue data from HubSpot, enabling businesses to make informed decisions and adjust their financial strategies accordingly.
While the integration offers powerful capabilities for streamlining accounting processes and gaining financial insights, it's important to consider data privacy and security requirements when synchronizing sensitive financial data between HubSpot and Pennylane to ensure data integrity and compliance with regulatory standards.

Book a consultation call