HubSpot Integration
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.
Integration Overview
Features:
✓ Automatic deal-to-invoice/order conversion in Fortnox
✓ Powerful HubSpot workflow actions for Fortnox
✓ Real-time financial data in HubSpot
✓ Instant notifications with one-click replay functionality
Perfect for:
Finance Managers streamlining billing processes
Sales Teams needing real-time financial insights
Operations Teams automating business workflows
Key Business Benefits
Eliminate Manual Work
No more double data entry between systems
Automate customer, article and invoice/order creation
Real-time financial data syncing
Maintain Control & Flexibility
Create custom workflows for different business processes
Handle complex billing scenarios
Stay Informed and In Control
Instant notifications for sync actions in deal notes
Quickly fix and replay failed syncs
Update deals with and re-sync to reflect changes instantly
Start Strong with Free Expert Onboarding
Personalized free 30-minute setup session
Custom guidance for your business needs
Start using all features from day one
Integration Features
Automatic Deal-to-Invoice/Order Creation
Transform your billing process with instant HubSpot to Fortnox conversion.
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.
One-Click Financial Updates
Display up-to-date Fortnox booked invoice data in HubSpot
Make informed decisions with real-time insights
Access comprehensive financial metrics without switching platforms
HubSpot Workflow Actions: Automate Your Business Processes
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.
Design custom workflows for different business processes and create specialized rules for different customer segments.
Instant Notifications: Never Miss a Critical Update or Sync
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.
Perfect for maintaining accuracy and making quick updates as your deals evolve
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