Fortnox

Fortnox

Accounting

Fortnox integration ensures data consistency, prevents duplicates, fixes errors, and streamlines sales with real-time syncing.

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 manually transferring HubSpot deals into Fortnox invoices and orders? With our seamless integration, you can automatically convert HubSpot deals into Fortnox invoices and orders, receive real-time updates, and streamline your product management with effortless synchronization. Maintain data consistency, simplify your workflow, and ensure a smooth sales process. Try it now with our 15-sync free trial!

What's new

  • Easy B2C Customer Management

Convert your HubSpot contacts into new customer entries in Fortnox, 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 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 Fortnox 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

With each integration cycle, elevate your product management efficiency with seamless product synchronisation from HubSpot to Fortnox.

  • CRM card

The CRM card provides sales and outstanding invoice data. You can also seamlessly create customers in Fortnox 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 Fortnox and updating their financial data directly in HubSpot from Fortnox with a click.

FAQ

How does the Automatic Deal-to-Invoice Conversion feature help me save time with my sales process?

The Automatic Deal-to-Invoice Conversion feature is designed to transform your HubSpot deals directly into invoices in Fortnox. This eliminates the need for manual data entry and back-and-forth communication with your accounting department, allowing you to focus on what matters most – growing your business. Real-time updates in the deal notes ensure that you always have the latest information at your fingertips.

How does the Automatic Deal-to-Invoice Conversion feature help me save time with my sales process?

The Automatic Deal-to-Invoice Conversion feature is designed to transform your HubSpot deals directly into invoices in Fortnox. This eliminates the need for manual data entry and back-and-forth communication with your accounting department, allowing you to focus on what matters most – growing your business. Real-time updates in the deal notes ensure that you always have the latest information at your fingertips.

How often does the Product Sync feature update my products in Fortnox?

How often does the Product Sync feature update my products in Fortnox?

What if there's a mismatch or error during the Product Sync? How will I be notified?

What if there's a mismatch or error during the Product Sync? How will I be notified?

I'm concerned about data consistency. How does Fortnox Integration ensure that customers are not duplicated in Fortnox?

I'm concerned about data consistency. How does Fortnox Integration ensure that customers are not duplicated in Fortnox?

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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