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HubSpot
Ari connects to HubSpot to access deal, contact, and company information. This integration gives Ari complete visibility into the sales context behind every invoice and customer.

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What Ari Can Access

Ari has read access to your HubSpot CRM data:

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How Ari Uses HubSpot Data

When you ask Ari to interact with a customer, Ari automatically enriches the information by pulling from HubSpot:
1

You request customer info

2

Ari looks up in both systems

Ari queries both Stripe and HubSpot:From Stripe:
  • Customer ID and billing history
  • Active subscriptions
  • Past invoices and payments
From HubSpot:
  • Associated deal(s) and deal value
  • Primary contact and other contacts
  • Deal stage and owner
  • Company information
3

Ari presents combined context

4

Use context to improve invoice

Ari can reference the deal structure:

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Real-World Use Cases

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Looking Up Deal Information Before Creating an Invoice

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Creating Invoices Based on Deal Line Items

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Finding the Right Contact to Send an Invoice

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Matching Invoice Amounts to Deal Terms

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Key Integration Features

When creating an invoice, Ari automatically finds the right contact in HubSpot to send it to. You can override this if needed.
Ari understands the structure of your deals (products, pricing, terms) and can create invoices that match them exactly.
When you ask about a customer, Ari provides name, title, email, and communication history from HubSpot.
Ask Ari for pipeline summaries and deal status to understand which customers are in which lifecycle stage.
Ari knows which sales rep owns each deal, useful for routing follow-ups or special approval requests.

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Common Questions

Ari has read-only access to HubSpot. Ari cannot create deals, update deal amounts, or modify contact information. To make changes in HubSpot, you’ll need to update those records directly in HubSpot.

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Why do I need both Stripe and HubSpot?

Stripe is your billing source of truth:
  • Actual invoices sent
  • Payment status
  • Subscription details
HubSpot adds sales context:
  • Why you won the deal
  • What products/services were sold
  • Who the key contacts are
  • Deal stage and timeline
Together, they give Ari complete context to handle your AR workflows.

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Can Ari update HubSpot based on Stripe data?

Currently, Ari reads HubSpot but doesn’t write back to it. For example, Ari can’t automatically update a deal when an invoice is paid. This is intentional for data safety. If you’d like this feature, please reach out to your LedgerUp account manager.

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What if a customer exists in Stripe but not HubSpot?

Ari will still work perfectly. You’ll see Stripe data only. If you want HubSpot context, create the customer/contact in HubSpot first, or ask Ari to create an invoice using just Stripe data.

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Next Steps

Learn how to combine HubSpot and Stripe data in your workflows:
  1. Playbooks — See examples of deal-based invoicing
  2. Stripe Integration — Understand billing data
  3. Salesforce Integration — Use Salesforce as an alternative CRM