Renttix + HubSpot Integration

How it connects

Renttix connects to HubSpot through OAuth. From the integrations page in Renttix you click Connect, approve the access in your HubSpot portal, and the link is live — Renttix manages and refreshes the tokens from that point on, and you can verify or disconnect the connection at any time. The integration page shows which portal is connected, when the last sync ran, and running counts of records synced; if a push ever fails, the error message is recorded against the individual customer, order, or invoice, so you can see exactly what went wrong and where. Data flows one way: from Renttix into HubSpot. When a customer is created or updated in Renttix, it is pushed as a HubSpot contact — with name, email, phone, and address — and, where a company name is recorded, as a company too, with the contact and company linked together. Orders are pushed as deals carrying the order value, a compact product list, and a full description of what was hired: line items, quantities, rates, the hire period, and the delivery address. Invoices appear as native HubSpot invoice records with their line items, associated to the right contact and deal, and the deal itself carries the invoice numbers, invoiced total, amount due, and payment status. Duplicate detection runs before anything is created. Renttix searches your portal for an existing contact by email address and an existing company by domain or name; if a match is found, that record is updated in place rather than duplicated. A customer without an email address is never pushed as a contact — email is the only reliable dedupe key — though a company record can still sync where a company name is held. Customer, deal, and invoice sync can each be switched on or off independently.

Why it matters

In most rental businesses the sales team lives in the CRM while the hire desk lives in the rental system, and the two drift apart. Reps call customers without knowing an order was placed yesterday, pipeline reviews run on figures someone typed in weeks ago, and account records go stale the day after they are created. Closing that gap manually means somebody re-keying customers and orders every week — work that is tedious, error-prone, and always behind. With the integration connected, your HubSpot pipeline reflects actual trading. Deal amounts come from real order and invoice values, not estimates. The deal description shows exactly what was ordered and for which dates, so a rep can pick up any account conversation with full context. As an order is paid, completed, or cancelled in Renttix, the deal moves stage automatically — using the standard sales pipeline by default, or the pipeline and stage mapping you configure to match your own setup. Because the sync runs one way, with Renttix as the operational system of record, an edit made in HubSpot can never contaminate your rental data. And the integration is deliberately transparent about failures: any push that does not succeed has its error message recorded against the individual record, and the integration page keeps running sync counts and backfill progress, so nothing disappears silently.

HubSpot is one of the most widely used CRM platforms worldwide, and for many rental businesses it is where sales, marketing, and account management already happen. The Renttix integration is built directly against HubSpot's CRM APIs with OAuth authentication — no third-party middleware — and sits alongside the Renttix accounting integrations (Xero, QuickBooks, Sage) and payment integrations (Stripe, PayPal) as the CRM leg of the platform: operations run in Renttix, and each connected system receives the data it needs automatically.