HubSpot credit control automation for UK businesses
HubSpot knows who your customers are. Your accounting system knows what they owe. AutoSettle joins the two and runs the credit control in between — targeting the right accounts, chasing on a structured schedule, and writing what happened back to the CRM.
- Segment your arrears by CRM value, not just invoice age
- Escalate through email, SMS, WhatsApp and post automatically
- Statutory interest and late fees applied under the UK Late Payment Act where you choose
- Sales and finance finally looking at the same account
The credit control gap in a HubSpot-led business
Chasing is disconnected from the relationship
Finance sends a generic reminder to a key account the same week sales is negotiating a renewal. Neither knows about the other.
Nobody owns the follow-up
Reminders happen when someone remembers. Days become weeks and the invoice ages into a problem.
Your segmentation lives in the wrong system
You've spent years building HubSpot properties that describe your customers, and none of it reaches the collections process.
Cash flow suffers quietly
Late payment is normal until it isn't. Without structured chasing, DSO drifts upward and nobody notices until it hurts.
How automated credit control works with HubSpot
Connect HubSpot and your ledger
OAuth into HubSpot, then Xero, QuickBooks or a spreadsheet import for the invoice data.
Define who gets chased, and how
Combine invoice conditions with HubSpot properties: age, value, lifecycle stage, deal stage, owner, or your own custom fields.
Pick the recovery plan
Choose the escalation ladder and the AI persona — firm, friendly or balanced — that matches that segment.
Let it run, with approval where it matters
Chases send on schedule, replies land in the unified inbox, and risky actions wait for a human decision.
What automation actually changes
Tone that fits the account
A strategic customer and a serial late payer no longer get the same email.
Sales stay informed
Chase activity is logged on the HubSpot timeline so account owners are never blindsided.
Consistency you can audit
Every message, reply, promise and payment is recorded against the invoice.
Frequently asked questions
Related
What the integration reads and writes.
Trigger chasing off deal or lifecycle stage.
CRM context on top of your Xero ledger.
The agent doing the chasing.
How escalation sequences are built.
Step-by-step setup guide.
Turn your CRM into a credit control engine
Connect HubSpot, build one rule, and stop chasing every debtor the same way.