HubSpot

HubSpot

HubSpot

The HubSpot integration with Fortnox by Cloudify automates invoice creation, syncs customer data in real-time, prevents duplicate entries, and ensures accurate financial records all without manual work.

The HubSpot integration with Fortnox by Cloudify automates invoice creation, syncs customer data in real-time, prevents duplicate entries, and ensures accurate financial records all without manual work.

Perfect for:

Perfect for:

Finance Managers streamlining billing processes

Finance Managers streamlining billing processes

Integration features

Integration features

HubSpot Integration
HubSpot Integration
HubSpot Integration

Automatic Deal-to-Invoice/Order Creation

  • Transform your billing process with instant HubSpot to Fortnox conversion.

  • Transform your billing process with instant HubSpot to Fortnox conversion.

  • Transform your billing process with instant HubSpot to Fortnox conversion.

  • Create invoices/orders automatically as deals progress, with flexible triggers for multiple pipelines.

  • Create invoices/orders automatically as deals progress, with flexible triggers for multiple pipelines.

  • Create invoices/orders automatically as deals progress, with flexible triggers for multiple pipelines.

  • Watch your documents sync automatically and check Fortnox invoice/order status in your deals.

  • Watch your documents sync automatically and check Fortnox invoice/order status in your deals.

  • Watch your documents sync automatically and check Fortnox invoice/order status in your deals.

HubSpot Integration
HubSpot Integration
HubSpot Integration

One-Click Financial Updates

  • Display up-to-date Fortnox booked invoice data in HubSpot

  • Display up-to-date Fortnox booked invoice data in HubSpot

  • Display up-to-date Fortnox booked invoice data in HubSpot

  • Make informed decisions with real-time insights

  • Make informed decisions with real-time insights

  • Make informed decisions with real-time insights

  • Access comprehensive financial metrics without switching platforms

  • Access comprehensive financial metrics without switching platforms

  • Access comprehensive financial metrics without switching platforms

HubSpot Integration
HubSpot Integration
HubSpot Integration

HubSpot Workflow Actions: Automate Your Business Processes

  • Leverage HubSpot's workflow engine to automate your entire Fortnox integration.

  • Leverage HubSpot's workflow engine to automate your entire Fortnox integration.

  • Leverage HubSpot's workflow engine to automate your entire Fortnox integration.

  • Create and update customers, generate invoices/orders from Deals, and keep financial data current across both systems.

  • Create and update customers, generate invoices/orders from Deals, and keep financial data current across both systems.

  • Create and update customers, generate invoices/orders from Deals, and keep financial data current across both systems.

  • Design custom workflows for different business processes and create specialized rules for different customer segments.

  • Design custom workflows for different business processes and create specialized rules for different customer segments.

  • Design custom workflows for different business processes and create specialized rules for different customer segments.

HubSpot Integration
HubSpot Integration
HubSpot Integration

Instant Notifications: Never Miss a Critical Update or Sync

  • Stay on top of every sync action with automatic notification notes in HubSpot.

  • Stay on top of every sync action with automatic notification notes in HubSpot.

  • Stay on top of every sync action with automatic notification notes in HubSpot.

  • Receive detailed success messages with Fortnox information and clear error explanations, and use one-click replay to fix issues or update existing invoices/orders.

  • Receive detailed success messages with Fortnox information and clear error explanations, and use one-click replay to fix issues or update existing invoices/orders.

  • Receive detailed success messages with Fortnox information and clear error explanations, and use one-click replay to fix issues or update existing invoices/orders.

  • Perfect for maintaining accuracy and making quick updates as your deals evolve

  • Perfect for maintaining accuracy and making quick updates as your deals evolve

  • Perfect for maintaining accuracy and making quick updates as your deals evolve

Pricing

Pricing

Pricing

Simple Pricing, Powerful Features

Simple Pricing, Powerful Features

Trial

Get Free 15 trial syncs

0$

/month

Create invoices and customers from HubSpot to Fortnox

Custom rules and mapping for customers and invoices creation in Fortnox

Replay failed sync from HubSpot activity log

Basic

149 SEK

/month

Unlimited manual customer sync from HubSpot to Fortnox

Custom rules and mapping for creating customers in Fortnox

View invoice details in the created CRM card

Premium

299 SEK

/month

Unlimited manual company sync

Unlimited manual company sync

Create invoices/orders and products from HubSpot to Fortnox @ 1.5 SEK/sync

Custom rules and mapping for creating companies, products, and invoices/orders in Fortnox

Custom

Get a quote

One-time setup fee as applicable

Monthly fee based on the transactions

Integration build as per your business flows and requirements

Dedicated support for implementation

Trial

Get Free 15 trial syncs

0$

/month

Create invoices and customers from HubSpot to Fortnox

Custom rules and mapping for customers and invoices creation in Fortnox

Replay failed sync from HubSpot activity log

Basic

149 SEK

/month

Unlimited manual customer sync from HubSpot to Fortnox

Custom rules and mapping for creating customers in Fortnox

View invoice details in the created CRM card

Premium

299 SEK

/month

Unlimited manual company sync

Unlimited manual company sync

Create invoices/orders and products from HubSpot to Fortnox @ 1.5 SEK/sync

Custom rules and mapping for creating companies, products, and invoices/orders in Fortnox

Custom

Get a quote

One-time setup fee as applicable

Monthly fee based on the transactions

Integration build as per your business flows and requirements

Dedicated support for implementation

Trial

Get Free 15 trial syncs

0$

/month

Create invoices and customers from HubSpot to Fortnox

Custom rules and mapping for customers and invoices creation in Fortnox

Replay failed sync from HubSpot activity log

Basic

149 SEK

/month

Unlimited manual customer sync from HubSpot to Fortnox

Custom rules and mapping for creating customers in Fortnox

View invoice details in the created CRM card

Premium

299 SEK

/month

Unlimited manual company sync

Unlimited manual company sync

Create invoices/orders and products from HubSpot to Fortnox @ 1.5 SEK/sync

Custom rules and mapping for creating companies, products, and invoices/orders in Fortnox

Custom

Get a quote

One-time setup fee as applicable

Monthly fee based on the transactions

Integration build as per your business flows and requirements

Dedicated support for implementation

FAQ

FAQ

FAQ

Here are the answers to your questions

Here are the answers to your questions

After reading this section, if you still has questions,
feel free to contact us however you want.

After reading this section, if you still has questions,
feel free to contact us however you want.

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 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.

Can I set up the integration myself?

Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.


Can I set up the integration myself?

Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.


Can I set up the integration myself?

Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.


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

Our system is designed to catch and report mismatches or errors. In the unlikely event of a sync error, you'll receive a notification directly within the deal or product notes. Plus, with the Replay Unsuccessful Integrations feature, you can effortlessly reattempt any failed synchronisations.

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

Our system is designed to catch and report mismatches or errors. In the unlikely event of a sync error, you'll receive a notification directly within the deal or product notes. Plus, with the Replay Unsuccessful Integrations feature, you can effortlessly reattempt any failed synchronisations.

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

Our system is designed to catch and report mismatches or errors. In the unlikely event of a sync error, you'll receive a notification directly within the deal or product notes. Plus, with the Replay Unsuccessful Integrations feature, you can effortlessly reattempt any failed synchronisations.

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

The Fortnox Integration addresses this concern by searching for existing customer data in Fortnox before creating new entries. This helps maintain data consistency and reduces the chance of errors or duplication, giving you peace of mind and a more accurate representation of your customer base.

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

The Fortnox Integration addresses this concern by searching for existing customer data in Fortnox before creating new entries. This helps maintain data consistency and reduces the chance of errors or duplication, giving you peace of mind and a more accurate representation of your customer base.

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

The Fortnox Integration addresses this concern by searching for existing customer data in Fortnox before creating new entries. This helps maintain data consistency and reduces the chance of errors or duplication, giving you peace of mind and a more accurate representation of your customer base.