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The Hyperline-HubSpot integration lets you create and manage Hyperline quotes, subscriptions, and customers from a billing card in your CRM. Each action opens an embedded Hyperline interface. You can also enable data synchronization between Hyperline and HubSpot to use billing data in your CRM workflows and reports.

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Prerequisites

You must have a valid HubSpot account and access to the settings of your Hyperline account. Use a test account to test the integration before going live. You can create a free HubSpot account and use the test mode of your Hyperline account during setup and testing.

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Embedded Hyperline UIs in HubSpot

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Installation

Upon connecting your HubSpot account to Hyperline, Hyperline automatically adds the Hyperline billing card to your HubSpot account. This card will appear on your company and deal pages, allowing your revenue teams to keep using HubSpot while seamlessly accessing all Hyperline functionalities.
If the card isn’t added automatically, you can add it manually. Open a company or deal record page and go to Customize > Default view (or any view) > Edit layout. In the right panel, hover over an existing card to reveal the option to add a new one. Select Hyperline and save your changes.

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Billing card

Once installed, the billing card can be used on company, contact, and deal pages (right side panel). You can:
  • Create Hyperline quotes.
  • Create Hyperline subscriptions.
  • Manage the linked Hyperline customer.
Each action opens a Hyperline interface within HubSpot.

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Settings

You can configure the billing card from Settings > Integrations > HubSpot.
Root object
Controls which HubSpot object the billing card treats as the source of truth when displaying Hyperline billing data (quotes and subscriptions). Two modes are available:
  • Company — All quotes and subscriptions of a company are displayed on both the company card and the cards of its related deals. Choose this option if your revenue team thinks about billing at the customer level and wants the full billing picture available from any deal tied to that customer.
  • Deal — Only the quotes and subscriptions attached to a specific deal are displayed on that deal’s card. The company card still shows all of the company’s quotes and subscriptions. Choose this option if you want each deal to surface only its own billing items, with no cross-deal bleed.
This setting only affects what’s displayed in the billing card; it does not change how data is synchronized with HubSpot custom objects.
Allow creating new customer
When enabled, a HubSpot user triggering an action from a company or deal that isn’t yet linked to a Hyperline customer can create the corresponding Hyperline customer on the fly and proceed with the action. When disabled, actions are blocked until a matching Hyperline customer exists and is linked to the HubSpot record.
Display customers’ children’s data
When enabled, the billing card also displays quotes and subscriptions belonging to the customer’s children (in Hyperline’s parent–child customer hierarchy), in addition to the customer’s own. Useful when you bill parent accounts but want visibility into activity across their subsidiaries from the parent’s HubSpot record.

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Customer intelligence card

The Customer intelligence card lets you review the linked Hyperline customer’s latest monitoring result directly from the sidebar of a HubSpot company, contact, or deal record. It is a separate card from the Hyperline billing card. To add it to a record view:
  1. Open a company, contact, or deal record and go to Customize > Default view (or the view you want to edit) > Edit layout.
  2. Add the Customer intelligence card to the right sidebar and save your changes.
When available, the card displays:
  • Health score: The customer’s score out of 100, with a color indicating their health tier.
  • Summary: A summary of the customer monitoring analysis.
  • Last run: The date of the latest monitoring result.
Click the Customer intelligence title to open the detailed monitoring result when one is available. If no score is available, the card shows the monitoring or analysis status, such as pending, running, or failed, or indicates that no run exists yet.
Monitoring requires the Customer Intelligence paid add-on and a customer monitoring agent. The CRM record must be linked to a Hyperline customer using the reconciliation rules below, and your Hyperline role must allow you to view customers. If prompted, use Link customer to associate the record with a Hyperline customer.

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User access

HubSpot users do not need an existing Hyperline account. When a user triggers a Hyperline action for the first time, a corresponding Hyperline user is automatically created using their HubSpot email address and assigned to your default Hyperline role (the ‘Account manager’ role if not changed). When Hyperline interfaces are opened inside HubSpot, the user’s Hyperline role is applied to ensure the correct view and edit permissions. These permissions are managed directly in Hyperline under Settings > Team.

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Data reconciliation

Hyperline first determines which HubSpot record represents the customer. It then reconciles that record with a Hyperline customer. For deals, Hyperline checks for an associated company first. It uses an associated contact only when no company is available. The deal identifies the sales opportunity but is not reconciled directly with a Hyperline customer.
The Root object setting does not change this lookup order. It controls which quotes and subscriptions the billing card displays after Hyperline identifies the customer.
After selecting the company or contact, Hyperline applies the following lookup mechanism:
  1. If the HubSpot record is already linked to a Hyperline customer through the Integrations section of the customer page, Hyperline uses that customer.
  2. If the record has a value in the Hyperline customer ID property, Hyperline looks for the corresponding customer.
  3. If the record has a value in the Hyperline external ID property, Hyperline looks for a customer whose ID or external ID matches that value.
Company and contact links are separate. Even if a contact belongs to a company, linking the contact does not link the company automatically. For B2B customers, associate the contact or deal with the correct company so Hyperline reconciles through the company. Use direct contact reconciliation for B2C customers without an associated company. If the HubSpot record and the Hyperline customer were not previously linked, the link is automatically created—provided the integration settings allow it. For companies, customer synchronization must be enabled, the direction must include HubSpot → Hyperline, and the company must be flagged for synchronization. If a customer is found but the settings do not allow automatic linking, Hyperline will surface the suggested customer in HubSpot, along with an action to manually trigger the link. If no customer is found but the Allow creating new customer setting is enabled, the HubSpot user will be able to create a new related Hyperline customer and proceed with the desired action.

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Data synchronization

The integration can also synchronize data from Hyperline to HubSpot custom objects. This synchronization is optional and can be configured afterward.
Data synchronization with custom objects is only available for HubSpot companies and not for contacts.
Before enabling synchronization for an entity, create the required HubSpot custom objects described in the prerequisites below. Then select the entities you want to synchronize in Settings > Integrations > HubSpot.
Deleting or manually modifying Hyperline custom objects and custom fields in HubSpot may break the integration and lead to unexpected behavior.
Changing the data you choose to synchronize requires reconfiguring the integration. This process may take a few minutes to complete.

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Prerequisites

To synchronize data, Hyperline requires specific custom objects to exist in your HubSpot account. Hyperline does not have permission to automatically create custom objects in your HubSpot account. You must create them manually using the object internal names listed below. If a required custom object does not exist, you will be unable to activate synchronization for that entity, and no data will be pushed to HubSpot.
Custom objects are available only on the HubSpot Enterprise plan. For more details, see the HubSpot documentation.
To create the required custom objects:
  1. Click the Gear icon (top-right corner).
  2. Navigate to Data Management → Objects → Custom Objects.
  3. Click the Create Custom Object button.
  4. Enter the object details. Hyperline requires the Internal name to match one of the names listed in the table above. You may customize the display name as you prefer.
  5. Repeat this process for each object you want to synchronize.
Object Internal name must match the required name (HubSpot object internal name) listed above.Each custom object must include a mandatory name field of type text.
The red sections must match the requirements; otherwise, the integration will fail.
Create only the custom objects required for the entities you want to synchronize.

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Customers sync

When enabled, Hyperline customers are synchronized with HubSpot companies. You can choose the synchronization direction (one-way or bidirectional). During the integration setup, Hyperline creates a (Hyperline) Synchronize checkbox custom field (hyperline_sync slug) on the Company object. A HubSpot company is imported and synchronized into Hyperline only when this checkbox is enabled; companies without it checked are ignored.

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Customer custom properties

You can synchronize customer custom properties in two ways:
  • As HubSpot company properties — create a property on the HubSpot Company object whose internal name exactly matches the Hyperline custom property slug. Hyperline then synchronizes its value with the linked company according to the customer synchronization direction you selected.
  • As custom property value records — enable Custom property values in the integration settings. Hyperline creates one record in the hyperline_custom_property_values custom object for each value and associates customer values with the related HubSpot company. This option also keeps each property’s name, type, and value available as separate fields.

Example 💡

If a Hyperline customer custom property uses the customer_tier slug, create a HubSpot company property with customer_tier as its internal name to keep the value directly on the company record.
The matching HubSpot company property must already exist and be writable. Hyperline does not create it automatically. Synchronizing values through the custom object requires HubSpot Enterprise and the hyperline_custom_property_values object described above.

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Mapping

Below are the default field mappings between Hyperline entities and HubSpot objects.
Field mappings between Hyperline entities and HubSpot objects

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Manually trigger a sync

You can also manually trigger customer data synchronization from the Hyperline customer page. In the Integrations dropdown, click Sync with HubSpot to push (or pull, depending on the sync direction) the customer’s data and send all associated quotes, subscriptions, and invoices to HubSpot.

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Custom workflows

Beyond the built-in synchronization, you can build your own automations in HubSpot by reacting to Hyperline webhooks. A few examples of what this unlocks:
  • Update HubSpot deal fields (stage, close date, amount, custom properties) when a Hyperline quote is signed or voided.
  • Compute and write custom metrics (ARR, MRR, committed amount, contract length) on the company or deal once a subscription is activated or renewed.
  • Trigger HubSpot tasks, internal notifications, or Slack alerts when an invoice becomes late or a subscription is cancelled.
  • Move deals along your pipeline when subscription contracts start, renew, or expire.

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How it works

  1. In Hyperline, create a webhook endpoint in Settings > Webhooks and subscribe to the events you care about (e.g. quote.signed, subscription.activated, subscription.contract_renewed, invoice.settled). See the full list in the Webhooks reference.
  2. In HubSpot, expose an endpoint that receives the Hyperline payload. The most common patterns are:
    • A HubSpot workflow webhook trigger — use the Hyperline event to start a workflow that updates fields, sends notifications, or branches based on payload data.
    • A custom-coded action (HubSpot Operations Hub) or an external service (Zapier, n8n, your own backend) that calls the HubSpot API to update the relevant company or deal.
  3. Use the Hyperline customer ID or HubSpot company ID from the webhook payload to resolve the correct HubSpot record, then apply your business logic.
Hyperline webhooks are signed — verify the signature before acting on a payload. Details are in the Webhooks reference.

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Troubleshooting

If data is missing or synchronization fails, open Settings > Integrations > HubSpot > View issues in Hyperline for details.

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Common issues

Embedded Hyperline views don’t load, or an action loads forever This happens when your browser blocks third-party cookies, which Hyperline needs to authenticate the embedded view inside your CRM. Allow third-party cookies for [*.]hyperline.co, then reload the page:
Browsers block links to settings pages, so the addresses below aren’t clickable. Copy the address and paste it into a new browser tab.
  • Chrome / Arc: open chrome://settings/cookies, then under “Sites allowed to use third-party cookies” add [*.]hyperline.co (or select “Allow all cookies”). See Google’s guide.
  • Edge: open edge://settings/content/cookies and add [*.]hyperline.co under “Allow”. See Microsoft’s guide.
  • Safari: open Settings > Privacy and uncheck “Prevent cross-site tracking”. See Apple’s guide.
  • Firefox: click the shield icon in the address bar and turn off “Enhanced Tracking Protection” for this site, or add an exception under Settings > Privacy & Security. See Mozilla’s guide.
Also disable any browser extension that blocks cookies or trackers for this site. The HubSpot billing card is empty (only the buttons appear, with no data) This issue usually occurs when the same HubSpot ID is assigned to multiple customers in Hyperline. Hyperline uses the first matching customer it finds, but that customer may not contain any data. Ensure that the HubSpot ID is assigned to only one customer in Hyperline — the correct one.

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Disconnect

At any time, you can disconnect the integration by clicking Disconnect located in the top-right corner of the HubSpot integration settings page. Disconnecting the integration will stop all synchronization, but the custom objects, custom fields, and any previously pushed data in HubSpot will remain intact—they will not be deleted.