---
title: Fishbowl–HubSpot Integration Setup
type: article
created: '2026-03-19'
updated: '2026-03-19'
source_docs:
- raw/2026-03-19-impromptu-zoom-meeting-131232632.md
tags:
- fishbowl
- hubspot
- crm
- integration
- api
- quickbooks
- inventory
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Fishbowl–HubSpot Integration Setup

## Overview

Fishbowl (inventory/order management) and HubSpot (CRM) can be connected via an API integration to enable a quote-to-order workflow. The goal is to allow a won deal in HubSpot to automatically push an order into Fishbowl, eliminating manual data re-entry between systems.

This integration is planned but not yet active. As of March 2026, the HubSpot sales workflow setup is being finalized first; the Fishbowl connection will follow.

> **Source:** Discussed in the [[meetings/2026-03-19-hubspot-sales-setup-and-contact-cleanup]] meeting.

---

## Current State

- Fishbowl is already connected to **QuickBooks** (active integration).
- HubSpot and Fishbowl are **not yet connected**.
- The client (Citrus America) pays a recurring Fishbowl connector license (~every two years) that includes HubSpot integration capability.
- The integration has been intentionally deferred until the HubSpot CRM setup is stable enough to connect external systems.

---

## Integration Architecture

### Intended Workflow

```
HubSpot Deal (Won/Approved Quote)
        ↓  API
Fishbowl (Order Created)
        ↓  Existing Integration
QuickBooks (Invoice/Accounting)
```

### Components

| Component | Role |
|---|---|
| HubSpot | CRM, deal/quote management |
| Fishbowl API | Receives order data from HubSpot on deal close |
| QuickBooks | Downstream accounting (already connected to Fishbowl) |

---

## Setup Requirements

### Fishbowl Side

- **Cost:** Approximately $600 (one-time or per-term, billed on the Fishbowl end).
- **Action required:** Log in to Fishbowl to configure and retrieve the API credentials/key.
- Integration details are available on past Fishbowl invoices.

### HubSpot Side

- No additional HubSpot license cost anticipated.
- Will require API configuration to push deal data (e.g., won deal, quote line items) to the Fishbowl endpoint.

### Access Needed

- Fishbowl admin login to set up the API connection.
- HubSpot API access (already available via Asymmetric's existing API workflow tooling).

---

## Why This Integration Matters

- **Eliminates duplicate data entry:** Sales reps close a deal in HubSpot; the order flows to Fishbowl automatically.
- **Closes the revenue loop:** HubSpot → Fishbowl → QuickBooks creates a single connected pipeline from lead to invoice.
- **Reduces errors:** Manual re-keying of order details between systems is a common source of mistakes.

---

## Current Workaround

Until the integration is live, won deals in HubSpot are manually entered into Fishbowl by the operations team. The `Serial Number` field in HubSpot has been removed from the contact card view since serial/inventory tracking is handled entirely within Fishbowl.

---

## Action Items

- [ ] **Miriam Framson** — Send Fishbowl integration documentation and past invoices to Mark Hope.
- [ ] **Mark Hope** — Review Fishbowl API docs and assess configuration requirements; will need Fishbowl admin login to complete setup.

---

## Related

- [[meetings/2026-03-19-hubspot-sales-setup-and-contact-cleanup]]
- [[knowledge/crm/hubspot-sales-workflow]]
- [[knowledge/crm/hubspot-contact-database-cleanup]]