Cloud Workflow · Solution
From first click to paid invoice automatically.
Connect your marketing, CRM, and accounting. Every lead that closes becomes an invoice — no one has to touch a keyboard in between.
- No credit card required
- Setup in under 2 hrs
- Pre-built templates
The gap
Why revenue leaks between marketing, sales, and finance
There's a handoff between every system in your funnel and every handoff is a place where data gets lost, delayed, or wrong.
Broken handoffs
Leads captured in HubSpot don't automatically become CRM opportunities. Closed deals don't automatically become invoices. Someone manually bridges every gap.
Quote accuracy errors
Pricing and product details re-entered at each stage. One wrong SKU becomes a billing dispute. One missed discount becomes a credit memo and a frustrated customer.
Revenue cycle drag
A lead takes 3 days to become a CRM record, then 2 more to become an invoice. Your customer is already frustrated before they've been billed.
Our approach
Three steps to a funnel that runs itself
No code. No IT tickets. Set it up once and every lead flows through to invoice automatically.
01
Connect your stack
Link every system in your funnel using pre-built connectors. Takes minutes, not days. No code required.
02
Define your triggers
Tell DBSync exactly when each handoff fires, deal stage changes, form fills, deal close. You control the logic.
03
Let it run
Leads flow to CRM. Deals close. Invoices appear. Payments sync back. Your team sells, not copies data.
What DBSync automates
Six things your team used to do manually
Once your stack is connected, these happen on their own.
Lead → CRM contact
Form fills and ad leads sync to CRM the moment they happen, enriched with source and campaign data.
Closed Won → Invoice
Deal stage change creates a complete, pre-filled invoice -customer, line items, pricing, discounts included.
Customer deduplication
Matching rules prevent duplicate records across marketing, CRM, and accounting, automatically.
Payment writeback
Invoice paid in QuickBooks? Payment status appears in your CRM in real time, reps always know.
Product catalog sync
SKUs, pricing, and discounts stay identical across CRM and accounting, no manual updates needed.
Revenue attribution
Every closed invoice links back to its original campaign or lead source, closed-loop ROI reporting.
Faster revenue cycle from lead capture to invoice sent
Systems connected in a typical L2I workflow
Manual data entry between your connected systems
Works with
The tools your team already uses
No replacing software. Just connecting it.
Dataverse
Lead to Invoice On-Demand Demos
See DBSync in Action
Effortless Integration
Link CRM with accounting/ERP apps.
Automated Workflows
Streamline invoicing and data tasks with no-code automation.
Continuous Sync
Keep data in real-time harmony with connected apps.
Customer Testimonials
Don't just take our word for it
"DBSync helped us resolve everything quickly. The ROI came out about even. I believe we paid about 10-12K and saved 10-12K worth of my time. We were able to stabilize our Salesforce Sync and I was able to use my time on other ETL projects.”
Sarah Perry
Ready to close the gap in your revenue cycle?
14-day free trial. Pre-built templates for HubSpot, Salesforce, and QuickBooks.
- No credit card required
- Setup in under 2 hrs
- Cancel anytime
“DBSync helped us make huge savings this year, and cut our recurring costs significantly. DBSync is affordable, user-friendly, and highly secure.”
Job Kirui Chief Information Officer, Juhudi Kilimo