HubSpot
Integration Guide

Generate Receipts from HubSpot Deals

Close a deal in HubSpot, generate a receipt automatically. Streamline your sales workflow and keep finance in sync with CRM data.

Key Features

Deal Stage Triggers

Generate receipts when deals move to 'Closed Won' or any custom stage.

Contact & Company Data

Pull contact names, company info, and deal amounts directly from HubSpot records.

Custom Properties

Map HubSpot custom properties to receipt fields for detailed documentation.

Activity Logging

Log receipt generation as a HubSpot activity for complete deal history.

What You Get

Professional Receipt Images

  • Thermal POS style: Authentic dot-matrix fonts, paper textures, and realistic thermal print appearance
  • Modern clean style: Professional layouts for digital documentation
  • Customizable: Add logos, adjust colors, custom fields and layouts

Hosted Receipt URLs

  • Public URLs: Each receipt is hosted and accessible via unique URL
  • Embed anywhere: Perfect for emails, dashboards, expense reports
  • 30-90 day storage: Receipts hosted based on your plan tier

Use Cases

1

Sales Receipt Automation

Automatically generate receipts when sales reps close deals in HubSpot.

2

Renewal Documentation

Create receipts for subscription renewals tracked in your CRM.

3

Upsell Tracking

Generate receipts for add-on purchases and upsells logged as deals.

4

Finance Sync

Keep finance updated with receipts that match closed deals in real-time.

How to Connect

1

Connect HubSpot

Link your HubSpot account to Zapier or Make.com to access deal data.

2

Set Deal Stage Trigger

Configure the trigger to fire when deals reach 'Closed Won' or your custom stage.

3

Map Deal Data

Map deal amount, contact name, company, and custom properties to receipt fields.

💡

Pro Tip: Use the Visual Builder

Don't write JSON from scratch! Design your receipt visually in our receipt generator, then click "API Payload" to copy the exact JSON structure. Use that payload as your template—just swap in dynamic data (amounts, dates, customer names).

Try Visual Builder →

API Quick Reference

# Generate a receipt

POST https://www.easyreceiptmaker.com/api/v1/receipts

# Headers

Authorization: Bearer erm_sk_your_api_key

Content-Type: application/json

# Response

{
  "success": true,
  "url": "https://receipts.easyreceiptmaker.com/api/abc123.png",
  "expires_at": "2025-01-05T00:00:00.000Z"
}

Other Integrations

Ready to integrate?

Get your API key and start generating receipts with HubSpot in minutes.