--- title: Discover the Holded + HubSpot Integration description: Sync your customer data in HubSpot and automate billing processes in Holded with our Holded + HubSpot integration. image: https://www.tiralineas.digital/hubfs/imagen_web-1.jpg --- ****  DIAGNÓSTICO**  |  Descubre en 2 minutos cómo de optimizado está tu HubSpot   [¡Haz el test!](https://www.tiralineas.digital/diagnostico-madurez-hubspot?hsLang=en) [![logo-pie](https://www.tiralineas.digital/hs-fs/hubfs/logo-pie.png?width=900&height=157&name=logo-pie.png "logo-pie")](https://www.tiralineas.digital?hsLang=en) [** ](https://www.tiralineas.digital/en/productos/holded-hubspot#offcanvasExample) ##### ¿Qué buscas? 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To make this possible, at Tiralíneas we have developed the integration that unifies HubSpot data and Holded invoicing. Linking **HubSpot's CRM** to your invoicing process with Holded **allows you to connect different departments** in your business, **access up-to-date customer information** and **create different types of documents**. In addition, regardless of the HubSpot plan you have, you can incorporate the [Sensitive Data](https://www.tiralineas.digital/en/products/sensitive-data?hsLang=en) module, with which you can **include** your customers' **sensitive data** such as their **National Identity Card** or **IBAN**, which in many cases are essential for generating invoices. **Create customised quotations, delivery notes, proformas and invoices** using editable templates and **access their history** quickly and easily. Stop wasting time manually entering data and **take advantage of the best of both platforms** with this integration. ![Foto_pagina2_pag](https://www.tiralineas.digital/hs-fs/hubfs/Foto_pagina2_pag.jpg?width=2000&height=1441&name=Foto_pagina2_pag.jpg "Foto_pagina2_pag") ## Somos Partners ![diamond-badge-color](https://www.tiralineas.digital/hubfs/diamond-badge-color.svg) We are **Diamond** **Partners **in HubSpot's Solutions Partners Program Choose the stage of your customer's pipeline, select the relevant document in your HubSpot business and automatically generate it in Holded [![Ir al Marketplace de HubSpot](https://no-cache.hubspot.com/cta/default/2070477/2a7fc2f1-b5e9-4650-9f1a-711adf544dea.png)](https://cta-redirect.hubspot.com/cta/redirect/2070477/2a7fc2f1-b5e9-4650-9f1a-711adf544dea)  ## Benefits of synchronising Holded with HubSpot   **STAGE-BASED INVOICING** Synchronising invoicing processes with HubSpot allows you to select documents **depending on what stage of the pipeline** your customer is at. Choose from **quotations** for new business, **delivery notes** to demonstrate the delivery of an order or service, **proformas** and **invoices**. These will be **automatically transferred to Holded** to generate the **final document** that you will send to your customer. Streamline the invoicing process without duplicating any of the documents on either of the two platforms.   **SECURE PAYMENT METHODS** It provides the possibility to make payments using secure methods such as **bank card, PayPal, Square, Gocardless, Stripe and traditional wire transfers and/or bank transfers**. Choose those that best suit your business and help your customers pay **faster** and **100% securely**.   **CUSTOMISED DOCUMENTS FOR EACH CUSTOMER**  Use **templates** you can configure any way you want to create your own personalised documents for each customer. Easily add company **logos** and **corporate colours**. This integration also allows you to **choose the type of tax and/or discount** you want to apply to your customer using a drop-down menu. At last, you can forget about having to do it manually on every invoice.   **AUTOMATIC DATA SYNCHRONISATION** Keeping all your customer data up to date is crucial to **perform your tasks efficiently** and **without wasting too much time** searching for the information you need. This integration allows you to **synchronise data from Holded to HubSpot automatically and on a daily basis**, avoiding duplications and creating documents without synchronisation errors. **Configure the information you want to synchronise yourself**, such as: customer data, companies, products and document types. **Optimise your time** and **increase the efficiency** of your tasks. ![](https://www.tiralineas.digital/hs-fs/hubfs/holded-logo-%20(1).png?width=250&height=131&name=holded-logo-%20(1).png) ### Find out what Holded can do for your company's management [Discover Holded](https://app.holded.com/signup?lang=en&utm_source=alliance&utm_medium=hubspotintegration&utm_id=tiralineas+) ## Conoce NUESTRO soporte Mantenemos nuestros módulos siempre actualizados. ¿Quieres conocer las diferentes opciones de soporte que ofrecemos? [![Más información](https://no-cache.hubspot.com/cta/default/2070477/bd180861-c3f9-4d31-a94d-ddc79d83b37d.png)](https://cta-redirect.hubspot.com/cta/redirect/2070477/bd180861-c3f9-4d31-a94d-ddc79d83b37d) ## ¿Tienes alguna consulta? Si estás interesado en el addon pero tienes alguna consulta que hacernos, te damos la posibilidad de hablar con un miembro del equipo. [![SOLICITAR UNA LLAMADA](https://no-cache.hubspot.com/cta/default/2070477/5a975279-752b-4c17-b8b8-18854fcd562c.png)](https://cta-redirect.hubspot.com/cta/redirect/2070477/5a975279-752b-4c17-b8b8-18854fcd562c)   Would you like to have a global view of your business? With Power BI + HubSpot you can create your own interactive dashboards to analyse them and make the best decisions. 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