HubSpot
CRM
Boost efficiency with HubSpot integration, sync CRM, automate tasks, and simplify invoicing and error management.
Overview
Tired of manually managing customer data, invoices, and products across multiple platforms? Our integration between Visma e-conomic and HubSpot solves this problem by enabling automatic customer and invoice creation directly from HubSpot deals. Plus, with seamless product synchronization you can streamline your workflows, optimize your sales process, and enhance product management efficiency all with one simple integration. Try the app today and simplify your operations!
What's new
Effortless B2C Customer Management
Convert your HubSpot contacts into new customer entries in e-conomic, streamlining your CRM and accounting processes.
Simplified Invoicing
Our integration allows invoice creation using only the deal value, eliminating the need to specify individual products.
Features
Automatic deal to invoice or order creation
Transform HubSpot deals directly into invoices or orders as per your preference, with real-time status updates in the deal notes.
Comprehensive sync status log
Keep a keen eye on every transaction with the expansive log housed within the HubSpot deal activity log, providing insights into the sync status.
Replay unsuccessful integrations
Bid goodbye to missed invoice integrations with our distinctive Replay feature accessible from the deal notes, ensuring no invoice creation in e-conomic is missed.
Personalised sync setup
Customise the sync experience with intuitive preferences and field mapping options, allowing for an integration setup that mirrors your business needs ideally.
Product sync
Elevate your product management efficiency with the seamless product synchronisation from HubSpot to e-conomic with each integration cycle.
CRM card
The CRM card provides sales and outstanding invoice data. You can also seamlessly create customers in e-conomic by performing sync.
Manual company creation and data update
Step up your data management game by manually creating or updating companies from HubSpot as customers in e-conomic and updating their financial data directly in HubSpot from e-conomic with a mere click.
FAQ
Implementation
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