Export Upflow data to HubSpot

How does it work?

Once HubSpot and Upflow are connected, you can export collection data from Upflow to HubSpot so your team sees each customer’s AR situation right inside their CRM.

Only information stored at the customer level can be exported, and it’s written to the corresponding HubSpot company.

To export a field:

Create the destination property on the company object in HubSpot.

Back in Upflow, the property becomes available for mapping after a few minutes.

Map the Upflow field to the HubSpot property and save — the sync starts.

If you disable a field’s sync in Upflow, the property is no longer updated — but it isn’t deleted in HubSpot.

The Configure your HubSpot integration step mapping Upflow fields to HubSpot company properties for export.

Your AR data then appears on the matching HubSpot company, alongside your CRM data.

A HubSpot company list showing the customer portal link, overdue amount, and collection status exported from Upflow.

Customer fields available for export

These are the same fields Upflow writes back for the Salesforce integration.

Field	Description	HubSpot property type
Outstanding amount	Outstanding amount in the org currency	Number
Overdue amount	Overdue amount in the org currency	Number
Due amount	Due amount in the org currency	Number
Overdue count	Number of overdue invoices	Number
Due count	Number of due invoices	Number
Average payment delay	Average payment delay in days	Number
Rating	Customer rating	Single-line text
Collection status	Active or Paused	Single-line text
Customer portal URL	Link to the customer portal	Multi-line text
Customer details page URL	Link to the customer page in Upflow	Multi-line text or URL
Saved payment method	Saved payment method type	Single-line text
Saved payment method status	Last payment status of the saved payment method	Single-line text
Text custom field	A text customer custom field	Single-line or multi-line text
Select custom field	A single-select customer custom field	Dropdown select
Multi-select custom field	A multi-select customer custom field	Multiple checkboxes
Date custom field	A date customer custom field	Date picker
Boolean custom field	A true/false customer custom field	Single checkbox
Number custom field	A number customer custom field	Number

The Customer portal URL is refreshed periodically so the link your team opens from HubSpot stays valid. All other fields update automatically as your AR data changes in Upflow.

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Export Upflow data to HubSpot

How does it work?

Customer fields available for export

​How does it work?

​Customer fields available for export

How does it work?

Customer fields available for export