HubSpot invoice recovery, driven by your CRM data
AutoSettle connects to your HubSpot portal via official OAuth and makes every contact and deal property available when you build a recovery workflow. Chase the accounts that matter, in the way that suits the relationship, and push what happened back into HubSpot so sales and finance see the same story.
- One-click OAuth connection per workspace
- Filter recovery workflows on any contact or deal property
- Enrich debtor records with CRM fields
- Write chase activity back as timeline notes and deal-stage moves
Why chasing without CRM context fails
Every debtor treated identically
Your ledger doesn't know which account is a strategic customer and which is a one-off. Blanket chasing damages the relationships you can least afford to lose.
Sales don't know an account is in arrears
Finance chases while an account executive is mid-renewal. Without shared context, the two conversations contradict each other.
CRM data trapped away from finance
Account tier, owner, contract value and payment terms all sit in HubSpot, but the collections process can't read any of it.
Manual list-building every month
Exporting a HubSpot list, cross-referencing an aged debtor report and hand-picking who to chase is an hour that repeats forever.
How the HubSpot integration works
Connect your portal
Settings, Integrations, Connect HubSpot. Approve the scopes in HubSpot and you're live — no API keys to copy, no developer involvement.
AutoSettle loads your properties
Your full contact and deal property schema — including custom properties — becomes searchable inside the workflow builder.
Build a rule that combines ledger and CRM
For example: invoices over 30 days overdue, above £1,000, where the HubSpot lifecycle stage is Customer and the deal owner is not on the renewal team.
Activate recovery and log it back
Matched invoices go onto a recovery plan. As chases send and debtors respond, AutoSettle can note the activity on the HubSpot record.
What you can build
Pull: filter on CRM properties
Lifecycle stage, contact owner, company tier, deal stage, custom credit-risk fields — any property, with searchable pickers rather than raw IDs.
Pull: enrich recovery records
Bring chosen HubSpot fields onto the debtor record so the AI credit controller and your team see the relationship before a chase goes out.
Push: timeline notes
Log the chase, the reply, the promise-to-pay or the settlement on the associated contact or deal timeline.
Push: deal stage changes
Move a deal when an account enters arrears or when the debt is settled, keeping the pipeline honest.
AI that understands the account
The AI credit controller calibrates tone and escalation using CRM context, so a strategic customer gets a different approach from a serial late payer.
Workspace-isolated and revocable
Each workspace holds its own connection. Disconnect at any time from AutoSettle or revoke the app inside HubSpot.
Frequently asked questions
Go deeper
Step-by-step setup guide with scopes and troubleshooting.
Turn your CRM into the trigger for structured credit control.
Trigger chasing off deal stage and lifecycle stage.
CRM context, Xero ledger, one recovery engine.
See everything AutoSettle connects to.
The agent that runs the chasing for you.
Put your HubSpot data to work on unpaid invoices
Connect your portal, build one rule, and watch AutoSettle chase the right accounts in the right tone.