What's the setup process for Slipstream?

Slipstream is an integration from HubSpot to QuickBooks that creates and sends invoices when you close deals. We have a white glove integration process and work with you throughout the process to ensure your integration is customized to your specific needs.


Here are the steps we'll take to get you setup:


slipstream setup steps
  1. 1. Determine your requirements on the first call with our Invoice Process Questionnaire
    2. onboarding questionnaire
  2. 2. Our team customizes the process for your integration inside of the Slipstream platform. This process varies by user, and we will help with any new deal properties required in HubSpot.
  3. 3. We review and test the integration with you. When you sign off on the setup, we walk you through the Slipstream signup process
  4. 3a. Create your Slipstream account
    5. create slipstream account
  5. 3b. Connect Slipstream to HubSpot
    6. connect hubspot account
  6. 3c. Select your HubSpot company
    7. hubspot account selector
  7. 3d. Approve the scopes required for Slipstream
    8. approve hubspot scopes
  8. 4. We assign your user ID to your integration settings within Slipstream
    9. code snippet
  9. 5. Run one last test

Schedule a Demo  

  1. Disconnecting your integration
  2. 1. Open the integrations section inside the settings in your HubSpot account.
    3. hubspot settings
  3. 2. Disconnect the integration
    4. disconnect application