Connect HubSpot to your credit control

Your sales team can see overdue invoices without a Xero seat.

  • Every Trove chaser or statement logged in HubSpot
  • Workflows routed by CRM data
  • Chaser emails sent directly from the account manager
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How the HubSpot integration works in Trove

  1. 1

    Visibility on overdue invoices for the Sales team

    Your account managers live in HubSpot, and your invoices live in your accounting system.

    Trove copies every chaser to the customer's HubSpot record, so sales can see what's overdue without a Xero seat. They can also log in to Trove, which has unlimited team members on every plan.

  2. 2

    Route chasing by your CRM data

    Use any HubSpot properties in Trove to decide which workflow a customer goes into.

    Popular options include account manager, deal size or geography.

    Workflow enrolment criteria in Trove, matching customers whose account manager in HubSpot is Sarah Collins

  3. 3

    Send chasers from the account manager

    Trove can send later reminders from the account manager instead of finance.

    Customers hear from someone they know and finance doesn't have to chase the account manager first.

  4. 4

    Not on HubSpot? Connect your own CRM

    Advanced plan

    If your customer data lives in Salesforce, Pipedrive or a CRM you've built yourself, the Advanced plan connects Trove to it.

    It's the same setup as Hubspot, just with your data and CRM.

Resources on CRM access

CRM access: common questions

Everything you need to know

Does Trove integrate with HubSpot?

Yes. Trove connects to HubSpot on the Integrated plan. It reads company and contact properties to route your chasing, and copies every chaser to the customer's HubSpot record.

Can my sales team see overdue invoices without a Xero licence?

Yes. Chasers are logged on the HubSpot record, so account managers can see what's overdue in the CRM they already use. Trove also has unlimited team members on every plan, so anyone who needs more can log in to Trove without a Xero seat.

How does Trove match HubSpot companies to my customers?

Trove matches them automatically by email domain, so a HubSpot company and the customer in your accounting system are linked without any manual mapping.

Which HubSpot data can I use in my workflows?

You can use HubSpot company and contact properties, including the company owner, deals and your own custom properties, to decide which workflow a customer goes into.

Can the account manager be included in the chase?

Yes. You can copy the HubSpot owner in on chasers, send later reminders from them, or hand the account over to them at a set point in the sequence.

Does Trove work with CRMs other than HubSpot?

HubSpot is included on the Integrated plan. Custom CRM connections are available on the Advanced plan.

Related features

See it working on your own customers

See CRM access in action.

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