HubSpot can hold your catalogue, prices, quotes, invoices and payments. Add Inventory App and trade customers can order from a storefront on your own site.
Your accounts and stock systems can stay. They feed HubSpot through an app or an integration I write, so sales can see on the company record what a customer ordered and whether they’ve paid.
For manufacturers, wholesalers and distributors selling to other businesses.
Sales sees the quote, the stock, the invoice and the payment on the company record. Finance keeps the ledger in Xero.
Yes, for most product businesses selling to trade. HubSpot holds the customers, the catalogue, the quotes and the invoices, and anything you’d rather keep in another system feeds into it.
HubSpot doesn’t track stock, hold a price list per customer or give buyers a cart. Inventory App adds stock and the storefront. Prices per customer are a custom build.
In most of the product businesses I see, HubSpot knows about the deal and nothing that happens after it. 79% of B2B buyers would rather place repeat orders online (Sana Commerce B2B Buyer Report, 2024). Most of them are still ringing.
Read The Human API →A purchase order arrives as a PDF. Someone keys it into the accounts system, and into HubSpot too if they remember.
Finance raises it in Xero. Sales can’t see whether it’s been paid without asking.
The customer rings to order what they had in March, and someone digs out the old invoice to find the part numbers.
Products, SKUs, categories and prices in HubSpot, with prices that drop by quantity. Stock lands on each product from Inventory App or your stock system.
Built from the deal, with trade discounts and approvals, then signed and paid online. Payment by card, Bacs, or an invoice on 30-day terms.
Invoices and payments between HubSpot and Xero, Sage or QuickBooks. The native syncs put the invoice on a contact, and QuickBooks won’t take one from HubSpot at all in the UK, so I make it land on the company, where sales looks.
Product listings, detail pages, cart and Stripe checkout on your own HubSpot site, built with Inventory App on Content Hub Professional.
Before anything gets built, each piece of order data gets one system that holds the master copy. Everything else reads from it.
Invoices only go to Xero once they’re open, and HubSpot’s tax rates don’t go with them. I agree with finance on day one which system raises the invoice.
| Order data | Owned by | What HubSpot gets |
|---|---|---|
| Customers, companies and trade accounts | HubSpot | It’s the source |
| Products and prices | HubSpot or Inventory App | It’s the source |
| Quotes and deals | HubSpot | It’s the source |
| Stock levels | Inventory App or your stock system | A stock figure on each product |
| Invoices and payments | Xero or Sage | The invoice and a paid or unpaid status |
| Credit limit and account status | Xero, Sage or your ERP | The limit and an on-hold flag on the company, so sales checks before quoting |
| The ledger | Xero or Sage | Nothing. It stays with finance |
Clark Diamonds sells to the trade through its own app, with live stock search and 3D images of every stone. Their WordPress site couldn’t keep up with it.
Inventory App is my ecommerce app for HubSpot. You build the catalogue in it once, and the products sync to HubSpot CRM and appear on your HubSpot site, with checkout through Stripe. It’s for product businesses running Shopify alongside HubSpot and tired of the join, or selling through HubSpot with no real storefront at all.
£2,000 one-off setup, then a monthly plan. Needs Content Hub Professional.
See Inventory AppMost B2B commerce projects run in this order. How long each step takes depends on how many systems touch an order.
The rest is usually quicker on a call.
No. HubSpot doesn’t track stock, and its own staff say so on the Community. Inventory App writes a stock figure to each HubSpot product, so you can use it in lists, workflows and quotes. If your stock already lives in an ERP, that system can feed HubSpot instead.
The native Xero sync moves contacts, products, invoices and payments. Invoices only go across once they’re open, tax rates stay behind, and companies aren’t part of it. Where that leaves gaps, I write the integration, so the invoice and payment sit on the company.
Partly. Products can have prices that drop by quantity, and price books (new in 2026, still in beta) pick a price list for a deal by rules on the deal or the company. A standing price list per customer, with the buyer seeing their own prices on the storefront, is a custom build.
Business Central, NetSuite, Cin7 Core and Unleashed all have Marketplace apps, but most sync contacts and leave companies out. Sage Business Cloud Accounting has a native app. Sage 50 and Sage 200 have none, and Sage 50 has no real API to build on. For those, I write the integration.
A deal is the sale while you’re winning it. An order records what was bought and how it’s fulfilled. Orders come in from Shopify, NetSuite, an import or by hand without line items. HubSpot has said workflow-created orders aren’t planned, so an integration creates them.
Quotes that customers sign and pay, and prices that drop by quantity, need Revenue Hub Professional (the hub HubSpot called Commerce Hub until June 2026) and a seat for each person quoting. HubSpot payments needs Starter or above of any hub. The Inventory App storefront needs Content Hub Professional.
UK cards 1.7%, Bacs Direct Debit 1% capped at £4, plus a 0.5% platform fee that HubSpot waives for the first year. Money lands in your bank 2 to 4 days later. If you’d rather keep Stripe, HubSpot adds 0.75% on top of Stripe’s rates.
HubSpot has no purchase order object, and invoices have nowhere for a PO number except the comments. I add a PO property on the deal and the invoice, and carry it through to Xero or Sage so finance can match it.
You set the rates by hand in a tax library and apply them to quotes and invoices. HubSpot’s automatic tax only works in the US and Canada. Invoices can show your VAT number but have no field for the customer’s, which matters for EU trade, so that goes on a custom property.
No variants. Each size or finish is its own product with its own SKU, and I set them up that way. Minimum quantities come from quote rules on Enterprise, or I build them into the storefront checkout.
No. One working flow is enough to stop the re-keying, and by then it’s usually obvious which one comes next.
30 minutes. I’ll tell you on the call whether I can help, and roughly what it would take.
