Open receivables with their HubSpot company and deal references.
×Sanka ERP
HubSpot accounts receivable management with deal context intact
Connect invoices, payments, reconciliation, aging, and collection actions to the HubSpot account and deal that created the receivable.
CONNECTED OPERATING MODEL
HubSpotCustomers, deals, orders
Sanka ERPChecks, approvals, records
AR & collectionsReady for the next team
✓ Permissions✓ Approvals✓ Audit log
HOW IT WORKS
A governed workflow, not another data copy.
Match payments and route short pays or unknown deposits for review.
Coordinate reminders and account follow-up with sales context.
OPERATING OUTCOMES
What changes for teams using HubSpot
Faster payment matching
Shared aging visibility for sales and finance
Governed collection actions
MORE FOR HUBSPOT
Extend the same operating record.
FAQ
Questions before implementation
Does Sanka ERP replace HubSpot?
No. HubSpot remains the workspace for its core customer, sales, or commerce process. Sanka ERP manages the governed operational records and handoffs behind it.
Can teams review changes before records are created?
Yes. Checks, approval routing, exception queues, and audit logs can sit between the source event and the final operational record.
Can we start with one workflow?
Yes. Start with one high-friction handoff, define the required fields and approvals, then expand to adjacent workflows using the same records.