> ## Documentation Index > Fetch the complete documentation index at: https://docs.ledgerup.ai/llms.txt > Use this file to discover all available pages before exploring further. # HubSpot > How Ari uses HubSpot data alongside Stripe for complete customer context 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. ## What Ari Can Access Ari has read access to your HubSpot CRM data: View deal details, stage, amount, and associated contacts Look up contact information, email, company, and communication history Access company information and associated contacts and deals View your sales pipeline structure and stage definitions See what products/services are included in each deal Review calls, emails, and notes associated with contacts ## How Ari Uses HubSpot Data When you ask Ari to interact with a customer, Ari automatically enriches the information by pulling from HubSpot: ``` @Ari Create an invoice for Acme Corp ``` 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 ``` Customer: Acme Corp Stripe Profile: • Customer ID: cus_ABC123 • MRR: $5,000 • Lifetime Value: $45,000 HubSpot Deal: • Deal: Enterprise Package • Deal Value: $50,000 • Deal Stage: Closed Won • Deal Owner: Sarah Chen • Primary Contact: john@acme.com Ready to create invoice? ``` Ari can reference the deal structure: ``` @Ari Create an invoice matching our deal with Acme Corp → Ari creates invoice based on deal terms and line items ``` ## Real-World Use Cases ### Looking Up Deal Information Before Creating an Invoice ``` @Ari What's the value of our deal with Growth Labs? → Ari responds: Deal: Growth Labs - Annual Support Package Value: $24,000 Term: 12 months (Jan 1 - Dec 31, 2024) Deal Stage: Closed Won Contacts: finance@growthlabs.com, operations@growthlabs.com ``` ### Creating Invoices Based on Deal Line Items ``` @Ari Create invoices for all products in the Acme Corp deal → Ari shows approval screen with separate invoices for: 1. Platform License - $3,000 2. Professional Services - $1,500 3. Support & Maintenance - $500 ``` ### Finding the Right Contact to Send an Invoice ``` @Ari Who should I send the invoice to at TechCorp? → Ari responds: Primary Contact: jane@techcorp.com (Purchasing Manager) Also cc: finance@techcorp.com (Finance) HubSpot history shows jane@techcorp.com receives all invoices. ``` ### Matching Invoice Amounts to Deal Terms ``` @Ari Create a quarterly invoice for DataViz Solutions matching their contract deal → Ari pulls: • Deal value and billing schedule • Correct quarterly amount • Associated contacts • Shows approval screen with populated details ``` ## 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. ## 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. ### 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. ### 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. ### 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. ## Next Steps Learn how to combine HubSpot and Stripe data in your workflows: 1. **[Playbooks](/ari/playbooks/invoicing)** — See examples of deal-based invoicing 2. **[Stripe Integration](/ari/integrations/stripe)** — Understand billing data 3. **[Salesforce Integration](/ari/integrations/salesforce)** — Use Salesforce as an alternative CRM