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Visma e-conomic

Visma e-conomic

Visma e-conomic

Accounting

Simplify invoicing with Cloudify’s Visma e-conomic Integration, automating invoice generation and deal stage updates.

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

Are you tired of manual data entry and disconnected systems? Our app seamlessly integrates Visma e-conomic with HubSpot, automating customer and invoice creation directly from HubSpot deals. You can streamline your sales process and enhance product management efficiency with effortless product synchronisation. Say goodbye to tedious tasks and hello to more intelligent workflows. Try it today!

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 for invoice creation using only the deal value, eliminating the need to specify individual product.

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 perfectly.

  • 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 invoices 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 to search for a customer in e-conomic during setup?

When setting up the integration, most users opt for properties like email, phone number, or VAT number. Choose a unique identifier consistently used across both systems to ensure smooth customer matching.

What property should I use to search for a customer in e-conomic during setup?

When setting up the integration, most users opt for properties like email, phone number, or VAT number. Choose a unique identifier consistently used across both systems to ensure smooth customer matching.

What if the chosen property is missing during the search?

What if the chosen property is missing during the search?

Can I choose the customer number in e-conomic during setup?

Can I choose the customer number in e-conomic during setup?

What's the purpose of the replay feature in the error log?

What's the purpose of the replay feature in the error log?

Starting from 99 DKK

Free 15 credits available

Integrations

Accounting

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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