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  • Getting Started
    • Quickstart
    • Glossary
  • How Summance works
    • Contracts
      • Contract ingestion
      • Contract lifecycle
      • Penny's role
      • Contract amendments
    • Usage Events & Rating
    • Invoicing
    • Payments
  • Integration guides
    • QuickBooks Online
    • Xero
    • HubSpot
    • Salesforce
  • Penny
  • FAQ
  • Changelog
← Docs

Integration guides

Connect your CRM or accounting tool to Summance in a few minutes. Each guide covers what you need before you start, how to connect, and how to disconnect whenever you'd like.

Summance paces its calls to each vendor to stay inside that vendor's limits, so typical usage never runs into them - you shouldn't need to think about rate limits at all.

HubSpot

Sync contacts, deals, and companies from your HubSpot CRM.

Read the guide →

Salesforce

Sync organization and opportunity data from your Salesforce org.

Read the guide →

Xero

Create draft invoices and read contacts in your Xero organisation.

Read the guide →

QuickBooks Online

Create invoices in QuickBooks Online with a one-click connection.

Read the guide →
Summance

From contract to cash, on autopilot.

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