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Workflow · Sales and growth · Opening soon

HubSpot deals vs Stripe invoices

Export deals from HubSpot and invoices from Stripe. Mammoth matches them by amount and marks each deal with a status.

Early access opens shortly. Check back soon.

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Someone typed

“show every closed won hubspot deal with its matching stripe invoice by amount, and add Status that says "Agrees" when it matches, else a short reason to check”

The agent read it as

show every closed won HubSpot deals deal with its matching Stripe invoices invoice by amount, and add Status that says "Agrees" when it matches, else a short reason to check

What the agent built

4 steps, each one an ordinary Mammoth step you can open and change.

  1. File
    HubSpot deals
    CSV export · 16 rows
  2. File
    Stripe invoices
    CSV export · 17 rows
  3. Step
    Keep closed won deals
    Step 1
  4. Step
    Add company key
    Step 2
  5. Join
    Join matching invoice
    14 of 15 paired
  6. Step
    Add status
    Step 4
  7. Result
    Deal invoice matches
    16 rows · 1 flagged
  8. Schedule
    Runs when you say
    Proposed

Checked on the sample files: every step ran, 16 rows came out, and the join paired 14 of 15 rows.

What you get back

The result of that run, the rows to look at first.

Deal invoice matchesSample data16 rows
15 agrees1 no matching invoice
Deal IDDeal nameDeal amountClose dateAssociated companyDeal ownerInvoice idInvoice numberInvoice customer nameInvoice statusInvoice amount dueInvoice amount paidInvoice currencyInvoice createdStatus
d_1015Juniper Health Audit4,3002026-10-26Juniper HealthOwen Hart········No matching invoice
d_1001Acme Atlas Annual Plan4,8002026-10-21Acme Atlas LLCMina Patelin_9011INV-9011Acme Atlas LLCpaid4,8004,800usd2026-10-21Agrees
d_1002Bluebird Launch Retainer2,7502026-10-18Bluebird Studio IncJonas Reedin_9012INV-9012Bluebird Studio Incpaid2,7502,750usd2026-10-18Agrees
d_1003Cedar Peak Expansion9,2002026-10-14Cedar Peak WellnessElena Torresin_9013INV-9013Cedar Peak Wellnesspaid9,2009,200usd2026-10-14Agrees
d_1004Northstar Support Bundle1,5002026-10-09Northstar FabricationPriya Shahin_9014INV-9014Northstar Fabricationpaid1,5001,500usd2026-10-09Agrees
d_1005LumenWorks Q4 Services6,4002026-10-07LumenWorks CoOwen Hartin_9015INV-9015LumenWorks Coopen6,4000usd2026-10-07Agrees
d_1006Harborview Onboarding1,8002026-10-02Harborview Dental GroupMina Patelin_9016INV-9016Harborview Dental Grouppaid1,8001,800usd2026-10-02Agrees
d_1007SummitLine Renewal3,3002026-09-29SummitLine LogisticsJonas Reedin_9017INV-9017SummitLine Logisticspaid3,3003,300usd2026-09-29Agrees
d_1008Evergreen Partners Sprint5,1002026-09-24Evergreen PartnersElena Torresin_9018INV-9018Evergreen Partnerspaid5,1005,100usd2026-09-24Agrees
d_1009Riverton Analytics Setup2,2502026-09-19Riverton AnalyticsPriya Shahin_9019INV-9019Riverton Analyticspaid2,2502,250usd2026-09-19Agrees
d_1010Mosaic Retail Growth3,9002026-09-16Mosaic Retail GroupOwen Hartin_9020INV-9020Mosaic Retail Grouppaid3,9003,900usd2026-09-16Agrees
d_1011Pinecone Advisory Package7,2002026-09-12Pinecone AdvisoryMina Patelin_9021INV-9021Pinecone Advisorypaid7,2007,200usd2026-09-12Agrees
16 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you reconcile HubSpot deals with Stripe invoices?

Export your closed won deals from HubSpot and your invoices from Stripe. Mammoth keeps the closed won deals, adds a company key, matches the invoice by amount, and adds a Status column. When the amount matches, the status says Agrees. When it does not, you get a short reason to check.

How it works

How to use the Deal invoice matches workflow

  1. 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
  2. 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
  3. 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Deal invoice matches: questions

Which export should you use from HubSpot and Stripe?
Use a HubSpot export of deals that includes closed won deals, and a Stripe export of invoices that includes invoice amounts and a company key or other matching field if you have one.
What happens to rows that do not find a match?
They stay in the result with a status that explains the issue, such as No matching invoice. Rows that do match are marked Agrees.
How do you change the matching rules?
You change the rules in words by editing the workflow steps, such as which deals to keep, which key to use, and how to match the invoice. If you want a different check, you can change the status rule and rerun the file.

Get early access to this workflow

It will open already built and checked on the sample files. Swap in your own exports and see your result.

Early access opens shortly. Check back soon.

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