--- title: "HubSpot automation: a CRM connected to your other tools" description: "A HubSpot CRM that is always up to date, with no double entry: clients arrive from your business software and sales flow on to accounting." image: https://www.neuracloudconsulting.com/hubfs/support-client-automatise-omnicanal-ia-resolution-neuracloud.webp --- [Skip to main content](https://www.neuracloudconsulting.com/en/hubspot-automation#main-content) [![NeuraCloud Consulting logo - AI automation and voice agent agency for small businesses](https://www.neuracloudconsulting.com/hs-fs/hubfs/neuracloud-consulting-automatisation-ia-agents-vocaux.webp?width=160&height=60&name=neuracloud-consulting-automatisation-ia-agents-vocaux.webp) ![](https://www.neuracloudconsulting.com/hs-fs/hubfs/logo-neuracloud-consulting-automatisation-ia-mode-sombre.png?width=160&height=60&name=logo-neuracloud-consulting-automatisation-ia-mode-sombre.png)](https://www.neuracloudconsulting.com/en) - [Home](https://www.neuracloudconsulting.com/en) - [Solutions](https://www.neuracloudconsulting.com/en#solutions) - [Client projects](https://www.neuracloudconsulting.com/en/client-projects) - [Offers](https://www.neuracloudconsulting.com/en#offres) - [Blog](https://www.neuracloudconsulting.com/en/blog) - [About](https://www.neuracloudconsulting.com/en/about) [📈 Estimate your gains](https://www.neuracloudconsulting.com/en/process-automation-audit) [📈 Estimate your gains](https://www.neuracloudconsulting.com/en/process-automation-audit) [📈 Estimate your gains](https://www.neuracloudconsulting.com/en/process-automation-audit) 1. [Home](https://www.neuracloudconsulting.com/en) 2. / 3. [AI Solutions & Agents](https://www.neuracloudconsulting.com/en#solutions) 4. / 5. HubSpot automation ![Messages, emails and calls converging on a central approval point, an image of a CRM receiving all its information in one place.](https://www.neuracloudconsulting.com/hs-fs/hubfs/support-client-automatise-omnicanal-ia-resolution-neuracloud.webp?width=1920&height=965&name=support-client-automatise-omnicanal-ia-resolution-neuracloud.webp)   ★HubSpot integration # Automate HubSpot, for a CRM that is always up to date A CRM only helps if it tells the truth. We connect **HubSpot to your other tools**, so records fill themselves in **with no double entry**. [Book my free diagnostic](https://www.neuracloudconsulting.com/en/process-automation-audit) The CRM that falls behind ## When HubSpot no longer reflects reality A half-filled CRM **loses the team's trust**. And a neglected CRM is no use to anyone. ### Double entry The client already exists in another system. Someone has to **create it again by hand**. ### The out-of-date record A call, a request, a contract change. The record **does not know yet**. ### The isolated sale A won deal has to become an invoice. Without a link, **someone retypes it**. What we have already connected ## HubSpot at the centre, connected upstream and downstream Information comes in **where it is created**. It goes out to **the tool that needs it**. ### From OfficeRnD Coworking members and clients **feed the HubSpot records**. ### To Pennylane A client or a sale in the CRM **creates its record** in Pennylane. A real case ## Bureaux & Co: the invoice is no longer keyed in twice There, HubSpot receives clients from OfficeRnD and passes sales on to Pennylane. **500 invoices a month** were retyped by hand from one tool to the next. ### −78% of retyping Out of the 500 invoices handled by hand **each month**. ### A single entry The invoice is no longer copied **from one tool to another**. [Read the full Bureaux & Co case](https://www.neuracloudconsulting.com/en/client-projects#bureaux-co) How it works ## Three steps, without changing your CRM HubSpot stays **your CRM**. We build the bridges around it. ### 1. The diagnostic Thirty minutes to follow one invoice or one request **from start to finish**. Free, with no commitment. ### 2. The flow map Where the information starts, where it needs to go, who checks it. We only connect **what is useful**. ### 3. The set-up Allow **2 to 4 weeks** for a first scope, as a rule. Then we measure what has changed. FAQ ## Frequently asked questions ### Can HubSpot be connected to Pennylane? Yes. At Bureaux & Co, a client or a sale in HubSpot **creates its record in Pennylane**. The invoice is no longer retyped. ### Do I need to change CRM to automate? No. HubSpot stays **your CRM**. The automation plugs into the tools you already use. ### How long does the set-up take? Allow **2 to 4 weeks** for a first scope, as a rule. The free 30-minute diagnostic is there to define it. ### Is my client data protected? Access is limited to **what the automation uses**. Processing complies with the GDPR, and a confidentiality agreement is available on request. ★The next step ## First, let us see what your CRM is missing **Thirty minutes** to look at where your clients come from and where your sales go. If automation is not the answer, **we will tell you during the call**. [Book my free diagnostic](https://www.neuracloudconsulting.com/en/process-automation-audit) 30 minutes · **No commitment** · **You decide what comes next** after the debrief [![NeuraCloud Consulting logo - AI automation and voice agent agency for small businesses](https://www.neuracloudconsulting.com/hs-fs/hubfs/logo-neuracloud-consulting-automatisation-ia-mode-sombre.png?width=160&height=60&name=logo-neuracloud-consulting-automatisation-ia-mode-sombre.png)](https://www.neuracloudconsulting.com/en) AI-driven automation and process optimisation for small and mid-sized businesses. Fewer repetitive tasks. Fewer errors. More time for your growth. ### INFO - [contact@neuracloudconsulting.com](mailto:contact@neuracloudconsulting.com) - [+33 6 73 94 19 34](tel:+33673941934) - [WhatsApp](https://wa.me/33673941934?text=I%20would%20like%20to%20know%20more%20about%20your%20services) - Benalmádena (Málaga), Spain ### NAVIGATION - [Home](https://www.neuracloudconsulting.com/en) - [Solutions](https://www.neuracloudconsulting.com/en#solutions) - [Offers](https://www.neuracloudconsulting.com/en#offres) - [Client projects](https://www.neuracloudconsulting.com/en/client-projects) - [About](https://www.neuracloudconsulting.com/en/about) - [Contact](https://www.neuracloudconsulting.com/en/contact) ### SOLUTIONS - [Process automation](https://www.neuracloudconsulting.com/en#solutions) - [AI voice agents](https://www.neuracloudconsulting.com/en/ai-voice-agents-switchboard) - [Customer service automation](https://www.neuracloudconsulting.com/en/customer-service-automation) - [Accounts receivable automation](https://www.neuracloudconsulting.com/en/accounts-receivable-automation) - [Clawdbot alternative](https://www.neuracloudconsulting.com/en/clawdbot-openclaw-alternative) ### RESOURCES - [Blog](https://www.neuracloudconsulting.com/en/blog) - [ROI calculator](https://www.neuracloudconsulting.com/en/automation-roi-calculator) - [FAQ](https://www.neuracloudconsulting.com/en#faq-home-trigger--1) - [Book a free diagnostic](https://www.neuracloudconsulting.com/en/process-automation-audit) ### INTEGRATIONS - [Pennylane](https://www.neuracloudconsulting.com/en/pennylane-automation) - [HubSpot](https://www.neuracloudconsulting.com/en/hubspot-automation) - [OfficeRnD](https://www.neuracloudconsulting.com/en/officernd-automation) - [Google Workspace](https://www.neuracloudconsulting.com/en/google-workspace-automation) ### Stay in the loop Occasional practical tips on automation, AI and tools for small and mid-sized businesses. 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