Overview
Choose which deals are ready to bill Choose which deal pipelines and stages count as ready to bill, so nothing syncs before it's actually qualified.
Turn qualifying deals into invoices automatically The moment a deal hits that stage, Tabs pulls what it needs and gets invoicing started — no manual handoff, no early or missed syncs.
Map every HubSpot field yourself Map any HubSpot property or custom object to Tabs with direct, combined, fallback, or fixed-value transforms all self-serve, no engineering ticket required.
See invoice status without leaving HubSpot Invoices and line items sync back to the deal, so account teams always know what's been sent and what's outstanding without leaving HubSpot.
Integration with Tabs
Tabs and HubSpot stay in sync automatically, and merchants control exactly how:
- Company, contact, and address data sync from HubSpot the moment a Deal hits your preferred pipeline stage
- Contracts pull from Deal (or other selected object) attachments, notes, or signed Quotes — merchants choose which sources to use, and can enable more than one.
- Field mapping support across standard properties and custom objects.
- Invoices and line items push back to HubSpot's native Invoice object, linked to the originating deal or other origin object.
- Merchants running multiple Tabs instances can route customers and contracts to the correct instance based on HubSpot field values (e.g., region or business unit).




