Integrations · Coming in
The company sales closed is the customer you bill.
HubSpot companies come in as catalog customers with their contacts. The contract reader then matches the PDF's customer to a record that already exists, instead of inventing a second one.
HubSpot → Sonic
How it flows
Companies become customers. Clean duplicates before the first pull, or invoices split across both.
- 01
Companies to customers
Each HubSpot company becomes, or links to, one catalog customer. Name, domain, and billing contacts carry across.
- 02
Contacts to bill-to contacts
Associated contacts become the people invoices and reminders go to — and the names bank rec matches payers against.
- 03
Contracts match, not duplicate
A parsed PDF whose customer already exists links to it. Only a genuinely new name creates a record.
What it does
- One-way sync into the catalog, on a schedule.
- Keeps the HubSpot id on the customer so re-syncs update rather than duplicate.
What it does not
- Write invoices or payment status back to HubSpot.
- Merge duplicates for you — two HubSpot companies stay two customers.
Before the first sync
- 01Deduplicate companies in HubSpot first. Two records for one customer become invoices split across both.
- 02Decide which HubSpot property is the billing email; it becomes the primary contact.
Next
See it on your contracts
A walkthrough on the agreements and files you actually bill from — not a slide deck.