Veltrix AI

Hubspot

Included in all plans

https://quickbooks.intuit.com/

HubSpot is where your contacts, deals, sales pipeline, and quotes live. Connect it to Veltrix and finally see whether all that activity is turning into customers, cash, and growth you can measure.

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Installation instructions

1. Open Data Sources in Veltrix and click Connect on the HubSpot tile.

2. Sign in to HubSpot and choose the account you want to connect.

3. Approve the read-only permissions. Veltrix starts pulling your HubSpot data immediately.

Use cases

See if your sales activity is actually paying off.

Ask Veltrix "How many deals closed this month?" or "Which deals are stuck?" and get a plain-English answer from your HubSpot deals, contacts, and quotes.

Owners see what's working. Finance teams and advisors see deal health without opening HubSpot.

Close the gap between closed deals and collected cash.

Connect HubSpot together with QuickBooks or Xero, and Veltrix compares closed-won deals against payments actually collected.

Owners see real revenue, not just pipeline hope. Bookkeepers flag deals that closed in the CRM but never showed up in the books.

Every CRM answer cites the HubSpot record behind it.

Every Veltrix answer from HubSpot cites the exact record it pulled from — Deal, Contact, Company, Quote, or Line Item.

Owners trust the number. Accountants and advisors validate it in one click.

Also good to connect

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Square

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Google Analytics

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Support

FAQs

Built from the first questions our trial users and advisors send us. Need something more specific? Chat with us — we usually reply within an hour on US business days.

Will connecting Veltrix change anything in my HubSpot account?

No. Veltrix uses HubSpot's official secure connection to read your CRM only. Veltrix cannot create, edit, or delete contacts, deals, companies, quotes, or any other HubSpot record.

Does the HubSpot integration cost extra?

No. The HubSpot integration is included in every Veltrix plan — Starter, Core, and Pro — at no extra cost, even on the free HubSpot tier. Veltrix's pricing is based on seats and plan, not on which tools you connect.

Can Veltrix tell me if HubSpot deals turned into actual revenue?

Yes — when HubSpot is connected together with QuickBooks or Xero. Veltrix compares closed-won deals in HubSpot against payments actually collected in your accounting tool, and tells you exactly which deals didn't show up as cash.

How current is the HubSpot data Veltrix shows?

Veltrix re-syncs your HubSpot data on a regular schedule. Most users see updates from HubSpot reflected in Veltrix answers within minutes of asking a new question.

Does Veltrix work with the free HubSpot plan?

Yes. Veltrix works with HubSpot Free, Starter, Professional, and Enterprise. Core CRM data (Contacts, Deals, Companies, Calls, Meetings, Notes, Tasks, Line Items, Products, Quotes, Owners) works on every HubSpot plan, including Free. Some marketing data — Campaigns, Landing Pages, Site Pages, Blog Posts, and Marketing Events — requires a paid HubSpot Marketing Hub subscription.

Can I disconnect HubSpot from Veltrix later?

Yes. Go to Settings → Data Sources → HubSpot → Disconnect. Veltrix immediately stops reading new HubSpot data and removes its working copy of your HubSpot data within 30 days.

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