CRM & SALES · HUBSPOT

Every HubSpot deal,with its money attached

860 companies on file

Fernhill StudioCLOSED WON · INBOUND$11,900

ATTACHED BY CASHFISHInvoices raised3Collected$11,900Days to pay9 days

Bright & ValeRETAINER · RENEWED JAN$4,200/mo

ATTACHED BY CASHFISHInvoices raised4Collected$16,800Days to payon time

Oakline PartnersCLOSED WON · APR 9$5,600

ATTACHED BY CASHFISHInvoices raised1Collected—Days to pay12 open

Juniper StudioCLOSED WON · REFERRAL$3,400

ATTACHED BY CASHFISHInvoices raised1Collected$3,400Days to pay3 days

Harbor & Co.CONTRACT SENT · APR 2$14,300

ATTACHED BY CASHFISHInvoices raised0Collected—Days to pay—

Northwind MediaCLOSED WON · MAR 28$7,300DUPLICATE MERGED

ATTACHED BY CASHFISHInvoices raised2Collected$7,300Days to pay21 days

Coastal PartnersCLOSED WON · OUTBOUND$6,400

ATTACHED BY CASHFISHInvoices raised1Collected$6,400Days to pay18 days

Atlas AdvisoryCLOSED WON · INBOUND$2,900

ATTACHED BY CASHFISHInvoices raised1Collected$2,900Days to pay6 days

COLLECTED · APRIL$49,400inbound $24,800 · referrals $18,200 · outbound $6,400

HubSpot tells you where deals come from. Connect it to CashFish and each contact, company and closed deal arrives next to its invoices and payments — so revenue by source means dollars collected, not cards moved.

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Marketing-led teamsAgenciesRevOpsFounder-sellers

HubSpot · Available·HubSpot OAuth — read-only CRM scopes (contacts, companies, deals)

Growth plan · $29/mo billed yearly ($349) · 4-day free trial · Full refund guarantee

01Where deal count stops answering

The pipeline report is full.
The bank statement disagrees.

HubSpot counts deals, sources and stages with real discipline. It has no way of knowing which of them turned into money, so the two halves of the same quarter never quite line up.

CLOSED WON

Two wins this week, no invoice behind either

Both cards moved on Tuesday. Raising the invoices was somebody's job for Wednesday, and Wednesday had other plans. Nothing in the portal notices.

2 won · 0 invoiced

DEAL SOURCE

Inbound outperforms outbound — by deal count

Inbound closed nine, outbound four. Nobody has checked which group actually paid, how much of it arrived, or how long each took to land.

9 vs 4 · dollars unknown

CONTRACT SENT

Value parked mid-pipeline

$14,300 has been sitting in Contract Sent long enough that it now distorts the forecast instead of informing it. The stage age is visible; the cost of it is not.

$14,300 · stage aging

COMPANIES

The company record stops at the deal

You open Oakline Partners looking for their balance and find notes, emails and a won deal — and nothing about the invoice that went out nine days ago.

no money column

HubSpot is doing exactly its job. The other half of the story — invoiced, paid, still owed — has simply never lived in the same view as the pipeline.

02What comes across

Read scopes only.
Your portal stays untouched.

The connection asks HubSpot for contacts, companies and deals. It asks for nothing that could create, edit or delete a record in your portal.

HREADS INNEVER WRITES BACK

Data moves in one direction — from HubSpot into CashFish. CashFish never creates, edits or deletes anything in your HubSpot portal.

01Contacts & companiesdeduplicated by email against the contacts CashFish already built from your inbox

02Deals & pipeline stagesvalue, stage, owner and source for every deal, updated as they move

03Closed-won dealspaired with the matching invoice and payment on the CashFish side

04Deal source & ownerso collected revenue can be broken down by where it came from and who closed it

05Historical closed dealsan optional import from a date range you pick at setup

The scopes are granted on HubSpot's own consent screen and can be withdrawn there, or from the Connection Health panel in CashFish settings, whenever you like. Data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR).

03The account, with its money attached

Open a company.
The money is already there.

Five companies from one April, read from a connected portal. HubSpot supplies the stage and the source. CashFish supplies everything to the right of it.

Fernhill StudioClosed Won · 3 deals · inbound3 invoices raisedLast paid Apr 2$11,900 lifetime$11,900

Bright & ValeRetainer · renewed in JanRecurring invoice monthlyPaid on time, 4 months$4,200/mo

Oakline PartnersClosed Won · Apr 9 · outboundInvoice #218 sent Apr 9Unpaid 12 daysReminder queued$5,600

Harbor & Co.Contract Sent · Apr 2Nothing raised yetQuote read from the thread$14,300

Juniper StudioClosed Won · Apr 15 · referralInvoice #221 raised Apr 15Paid Apr 183 days to pay$3,400

$49,400 collected in April · $19,900 still open across two companies

HubSpot stays the system of record for the relationship — the contact, the company, the deal, the source your team tagged it with. CashFish imports that, attaches the invoices and payments from its own records, and writes nothing back. Nothing you see here changed a single property in your portal.

04What becomes visible

Source reporting
you can defend in a meeting.

Three things change when a deal arrives carrying its invoice. All of them come from data your team already keeps.

Revenue by source, in dollars collected

HubSpot already tags where each deal came from. CashFish adds what was actually invoiced and paid, so inbound outperforms outbound becomes a number you can defend in a meeting.

Inbound$24,800Referrals$18,200Outbound$6,400

Contact records with a money column

Open a company and the financial half is just there: lifetime billed, what is outstanding, when they last paid. No tab-switching between the CRM and a spreadsheet.

Fernhill Studio3 deals won · last invoice paid Apr 2$11,900 lifetimeBright & ValeRetainer active since Jan$4,200/moOakline PartnersDeal won Apr 9 · invoice unpaid 12 days$5,600

Stage changes you would otherwise chase by hand

Deals that closed without an invoice, renewals that matched cleanly, value parked mid-pipeline — surfaced as flags instead of things someone remembers on Friday.

2 deals won this week, no invoice yetRetainer renewal closed — matched to invoice$14,300 sitting in Contract Sent

Forecasts and expected-cash views are estimates built from your own history, receivables, payables and recurring patterns. They are labeled as estimates wherever they appear, and they are never presented as certainties.

05How to begin

One consent screen,
then a review list.

Everything that could create a duplicate is shown to you before it happens. Nothing merges quietly.

Connections are managed in the Connection Health panel in settings, where each one shows its state and can be disconnected in a click.

Approve the OAuth scopes

Connect through HubSpot's own consent screen. CashFish requests read scopes for contacts, companies and deals — nothing that can write to your portal.

Pick pipelines and properties

Select which pipelines sync and which deal properties travel along — source, owner and any custom property your reporting relies on.

Confirm contact matching

Contacts are matched by email address against the ones CashFish extracted from your inbox, so nobody shows up twice. You get a review list before anything merges.

06Connects with

What sits either side of the pipeline.

SalesforceAccounts, contacts and opportunities read in, paired with the invoices they should produce.OPEN →PipedriveEvery won deal followed from the pipeline to the invoice and the payment.OPEN →GmailDocuments extracted from the inbox — the contacts CashFish matches your CRM against.OPEN →StripeCard takings arriving as records, so a payment can meet the deal that earned it.OPEN →

CashFish also reads Gmail, Outlook, Yahoo Mail, iCloud Mail, Zoho Mail and any IMAP inbox, and connects to Google Calendar, Calendly, Stripe, Square, PayPal, Google Drive, Dropbox, OneDrive, Slack and Zapier. Accounting connections to QuickBooks and Xero are one-way imports into CashFish — those files stay your ledger and are never written to.

07The plan for this

Put money next to your HubSpot pipeline

One OAuth screen, no data written back. Try it free for 4 days on Growth — full refund inside the trial.

The HubSpot connection needs Growth or above. The deeper layer — automation on stage changes, revenue leakage dashboard, advanced forecasting — is part of Scale.

$29/month billed yearly ($349) · or $39 monthly

Start your 4-day free trial Start monthly at $39/mo

4-day free trial · Full refund guarantee

Your subscription begins after the 4-day trial unless canceled beforehand. Full refund guarantee within the first 4 days.

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08Questions about HubSpot

Five answers
for the person who owns the portal.

The connection works across HubSpot Starter, Professional and Enterprise. A few property types are only exposed by HubSpot's API on Professional and above, so mapping options can vary slightly by tier.