The Hyperline-HubSpot integration provides a seamless connection between your HubSpot instance and Hyperline. With this integration, you can access a dedicated widget directly from HubSpot, allowing you to create and manage Hyperline quotes, subscriptions, and customers without leaving your CRM. This feature embeds the full Hyperline interface inside HubSpot, ensuring a smooth and efficient flows. In addition, the integration enables optional and automatic data synchronization between Hyperline entities—such as quotes, subscriptions, and invoice details—and HubSpot’s custom objects. This ensures you always have the most up-to-date information at your fingertips, allowing this data to be used for internal automations, workflows, and reporting within HubSpot.Documentation Index
Fetch the complete documentation index at: https://docs.hyperline.co/llms.txt
Use this file to discover all available pages before exploring further.
Prerequisites
You must have a valid HubSpot account and access to the settings of your Hyperline account. We recommend experimenting with a test account before going live. You can create a free HubSpot account and use the test mode of your Hyperline account during setup and testing.Embedded Hyperline UIs in HubSpot
Installation
Upon connecting your HubSpot account to Hyperline, Hyperline automatically adds an HubSpot 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.
Card
Once installed, this card can be used on both company, contact, and deal pages (right side panel). It provides several available actions, allowing you to:- create Hyperline quotes
- create Hyperline subscriptions
- manage the related Hyperline customer
Settings
The card’s behavior can be fine-tuned from Settings > Integrations > HubSpot.Root object
Controls which HubSpot object the widget 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.
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 widget 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.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.Data reconciliation
When retrieving Hyperline customer data from a HubSpot company or deal record, the following lookup mechanism is applied:- If it’s a deal record, use the associated company or contact record for the lookup.
- If the company record is already linked to a Hyperline customer (via the Integrations section on the Hyperline customer page), that customer is used.
- If the company record has a value in the Hyperline customer ID custom field, we attempt to resolve the corresponding Hyperline customer.
- If the company record has a value in the Hyperline external ID custom field, we attempt to resolve the Hyperline customer whose ID or external ID matches that value. If the HubSpot company and the Hyperline customer were not previously linked, the link is automatically created—provided the integration settings allow it (customer sync enabled, sync direction including HubSpot → Hyperline, and either all customers or only those marked for sync).
Data synchronization
In addition to the fully built-in embedded UIs, 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.
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.
| Entity | HubSpot object internal name |
|---|---|
| Quote | hyperline_quotes |
| Quote line item | hyperline_quote_line_items |
| Quote coupon | hyperline_quote_coupons |
| Quote phase | hyperline_quote_phases |
| Quote file | hyperline_quote_files |
| Subscription | hyperline_subscriptions |
| Subscription product | hyperline_subscription_products |
| Subscription coupon | hyperline_subscription_coupons |
| Subscription phase | hyperline_subscription_phases |
| Invoice | hyperline_invoices |
| Invoice line item | hyperline_invoice_line_items |
| Custom property value | hyperline_custom_property_values |
Create a custom object in HubSpot
Create a custom object in HubSpot
To create the required custom objects:
- Click the Gear icon (top-right corner).
- Navigate to Data Management → Objects → Custom Objects.
- Click the Create Custom Object button.
- 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.
- 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.Example
Example
The red sections must match the requirements; otherwise, the integration will fail.
We recommend creating only the custom objects required for the specific entities you wish to sync.
Customers sync
When enabled, Hyperline customers are synchronized with HubSpot companies. You can choose the synchronization direction (one-way or bidirectional) and specify which HubSpot companies should be imported into Hyperline (all companies or only flagged ones). During the integration setup, Hyperline creates a “(Hyperline) Synchronize” checkbox custom field (hyperline_sync slug) on the Company object.
When selecting the “Only flagged companies” option, the integration will import and synchronize only the companies where this checkbox is enabled, ignoring all others.
Mapping
Below are the default field mappings between Hyperline entities and HubSpot objects.
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.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.
How it works
- 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. - 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.
- 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.