Simplify accounting with Cloudify’s HubSpot-Visma e-conomic integration, automating invoices and ensuring real-time deal stage synchronization.
Features:
✓ Automatic deal-to-invoice/order/quote conversion in e-conomic
✓ Powerful HubSpot workflow actions for e-conomic
✓ 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
Eliminate Manual Work
No more double data entry between systems
Automated customer, product and invoice/quote/order creation
Real-time financial data syncing
Maintain Control & Flexibility
Create custom workflows for different business processes
Handle complex billing scenarios
Update and re-sync documents with one click
Stay Informed and In Control
Get instant notifications for all sync actions.
Quickly fix and replay failed syncs
Update deals 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
Automatic Deal-to-Invoice, Order or Quote Creation
Transform your billing process with instant HubSpot to e-conomic conversion.
Create invoices/quotes/orders automatically as deals progress, with flexible triggers for multiple pipelines.
Watch your documents sync automatically and check the integration status in your deals.
HubSpot Workflow-Actions: Automate Your Business Processes
Leverage HubSpot's workflow engine to automate your entire e-conomic integration.
Create and update customers, generate invoices/quotes/orders from Deals, and keep financial data current across both systems.
Design custom workflows for different business processes and create specialised rules for different customer segments.
One-Click Invoice: Flexibility Meets Automation
Create and customise e-conomic invoices/orders and quotes directly from HubSpot Deals with complete control over payment terms, discounts and products with options to duplicate invoices.
Split invoices by percentage ratio for complex billing scenarios, review drafts before syncing, and maintain flexibility while saving time on manual entry.
One-Click Financial Updates
Display up-to-date Visma e-conomic invoice data in HubSpot
Make informed decisions with real-time insights
Access comprehensive financial metrics without switching platforms
Instant Notifications: Never Miss a Critical Update or Sync
Stay on top of every sync action with automatic notification within HubSpot deal notes.
Receive detailed success messages with e-conomic information and clear error explanations, and use one-click replay to fix issues or update existing invoices/orders/quotes.
Perfect for maintaining accuracy and making quick updates as your deals evolve
Testimonials
Brilliant support team—prompt, helpful, and truly dedicated.
Cloudify turned a complex invoicing nightmare into a one-click task.
Syncing issues are gone. We now focus on real work.
Visma e-conomic
Total installs
100+
Pricing
Cloudify subscriptions:
Pricing
Trial
15 free syncs to try the integration
Trial
Create companies, products and invoices/orders from HubSpot to e-conomic
Custom rules and mapping for creating customers and invoices in e-conomic
Replay failed sync from HubSpot activity log
Basic
Unlimited Customer Sync and Financial Data Updates
99 DKK
/monthly
Unlimited manual company sync
Unlimited company and financial data update from e-conomic
Custom rules and mapping for creating customers in e-conomic
Premium
Comprehensive Customer, Products and Invoice Sync with Finanical Data Update
199 DKK
/monthly
Unlimited manual company sync
Unlimited company financial data update from e-conomic
Create invoices/orders and products from HubSpot to e-conomic @ 1 DKK / sync
Custom rules and mapping for creating companies, products, and invoices/orders in e-conomic
Replay failed sync from HubSpot activity log
Custom
Custom plan tailored to suit your business needs
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
Please contact us for an exact quote
