Hubspot

HubSpot

CRM

Boost efficiency with HubSpot integration, sync CRM, automate tasks, and simplify invoicing and error management.

Starting from 99 DKK

Free 15 credits available

Integrations

ERP

Accounting

Company records

Contact management

Deals

Subscription includes

Free updates

Free customer support (Danish and English)

Support

Documentation

Get Support

Requirements

  • This integration requires one of the HubSpot plans Starter, Professional, or Enterprise.

  • The Visma e-conomic app requires access to the following permissions on your HubSpot account

  • Cloudify Subscription

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

What property should I use when searching for a customer in e-conomic during the setup process?

Most users typically use properties like email, phone, or VAT numbers. Whatever you choose, ensure it's a unique identifier in both systems and filled out consistently.

What property should I use when searching for a customer in e-conomic during the setup process?

Most users typically use properties like email, phone, or VAT numbers. Whatever you choose, ensure it's a unique identifier in both systems and filled out consistently.

What happens if the property I've chosen for customer search is missing?

What happens if the property I've chosen for customer search is missing?

Can I choose the e-conomic customer number when creating a customer?

Can I choose the e-conomic customer number when creating a customer?

What is the function of the replay feature in the error log?

What is the function of the replay feature in the error log?

Starting from 99 DKK

Free 15 credits available

Integrations

CRM

ERP

Contact management

Deals

Subscription includes

Free updates

Free customer support (Danish and English)

Requirements

  • This integration requires one of the HubSpot plans Starter, Professional, or Enterprise.

  • The Visma e-conomic app requires access to the following permissions on your HubSpot account

  • Cloudify Subscription

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