How Necta Group automated invoicing & contracts in HubSpot

6Minded supported Necta Group's HubSpot CRM implementation and customization — designing an invoicing pipeline, automating line-item updates, and building a scalable way to manage recurring order items beyond HubSpot's native line-item limitations, so the CRM matches their invoicing and contract processes for both one-time and recurring items.

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About Necta Group

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Digital services, invoicing & automation

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HubSpot CRM customization

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Custom objects & API-driven automation

Necta Group is a digital services provider specializing in comprehensive technological implementations, invoicing workflows, and operational automation. 6Minded extended HubSpot with custom objects and API-driven automation to match their complex invoicing and contract management processes.

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The challenge

Necta Group needed a data structure that made invoice management easy for active clients, a way to automatically update line-items when conditions were met, and far more flexibility than native HubSpot line-items allowed — including splitting recurring items (e.g. 6 licenses) into individual order-item records while keeping non-recurring items (e.g. consulting hours) as a single record with quantity.

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Our role & approach

6Minded acted as HubSpot experts, designing an invoicing pipeline, a dedicated custom object for contract items, and API-driven automation — aligning HubSpot's CRM with Necta Group's invoicing and contract management so recurring licenses and one-off services are handled cleanly and scalably.

Three areas we focused on

Invoicing pipeline

A clear process and data structure to manage invoices for active clients and simplify monthly exports.

Case study dataII

Custom order-items

A flexible object (AUP) representing recurring licenses and one-off items beyond native line-items.

API-driven automation

Dynamic price updates and deal-to-order splitting powered by HubSpot APIs.

Deliverables & Recommendations

A clear overview of what we did to help drive stronger performance. Each deliverable is designed to support a more effective digital presence, improve the customer journey, and create a scalable foundation for continued growth.

Invoicing pipeline
Custom order-items (AUP)
Dynamic price updates
Deal-to-order automation

Conclusion

Through HubSpot customization and API-driven automation, 6Minded helped Necta Group build a scalable invoicing and order-management setup — from an invoicing pipeline to custom order-item objects — so they manage contracts, recurring licenses, and invoicing with greater flexibility and efficiency.

“Necta Group's use case highlights how HubSpot can be extended with custom objects and API-driven automation to match complex invoicing and contract processes. By introducing a dedicated custom object and automating updates, we enabled their team to keep sales and fulfillment aligned while reducing manual overhead.”

Stanisław Bartczak, Principal Solutions Architect


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