Visma e-conomic
Visma e-conomic
Visma e-conomic
Simplify accounting with Cloudify’s HubSpot-Visma e-conomic integration, automating invoices and ensuring real-time deal stage synchronization.
Simplify accounting with Cloudify’s HubSpot-Visma e-conomic integration, automating invoices and ensuring real-time deal stage synchronization.
Perfect for:
Perfect for:
Finance Managers streamlining billing processes
Finance Managers streamlining billing processes
Sales Teams needing real-time financial insights
Sales Teams needing real-time financial insights
Operations Teams automating business workflows
Operations Teams automating business workflows
Visma e-conomic
Convert deals into Visma e-conomic invoices and see customer revenue
Convert deals into Visma e-conomic invoices and see customer revenue
HubSpot Certified App
HubSpot Certified App
Email support
Email support
Setup Guide
Setup Guide
Book a demo
Book a demo
Integration features
Integration features
Automatic Deal-to-Invoice, Order or Quote Creation
Transform your billing process with instant HubSpot to e-conomic conversion.
Transform your billing process with instant HubSpot to e-conomic conversion.
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.
Create invoices/quotes/orders automatically as deals progress, with flexible triggers for multiple pipelines.
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.
Watch your documents sync automatically and check the integration status in your deals.
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.
Leverage HubSpot's workflow engine to automate your entire e-conomic integration.
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.
Create and update customers, generate invoices/quotes/orders from Deals, and keep financial data current across both systems.
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.
Design custom workflows for different business processes and create specialised rules for different customer segments.
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.
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.
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.
Split invoices by percentage ratio for complex billing scenarios, review drafts before syncing, and maintain flexibility while saving time on manual entry.
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
Display up-to-date Visma e-conomic invoice data in HubSpot
Display up-to-date Visma e-conomic 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
Instant Notifications: Never Miss a Critical Update or Sync
Stay on top of every sync action with automatic notification within HubSpot deal notes.
Stay on top of every sync action with automatic notification within HubSpot deal notes.
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.
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.
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
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
Features
Price
Create companies, products & invoices/orders from HubSpot → e-conomic
Custom rules & mapping for creating customers & invoices in e-conomic
Replay failed sync from HubSpot activity log
Unlimited manual company sync
Unlimited company & financial data update from e-conomic
Custom rules & mapping for creating customers in e-conomic
Create invoices/orders & products from HubSpot → e-conomic @ 1 DKK/sync
Custom rules & mapping for companies, products & invoices/orders
Custom integration build & tailored workflows
Dedicated implementation support
One-time setup fee (as applicable) + transaction-based monthly fee
Trial
$0
/month
Basic
99 DKK
/month
Premium
199 DKK
/month
Custom
Get a free quote
Features
Price
Create companies, products & invoices/orders from HubSpot → e-conomic
Custom rules & mapping for creating customers & invoices in e-conomic
Replay failed sync from HubSpot activity log
Unlimited manual company sync
Unlimited company & financial data update from e-conomic
Custom rules & mapping for creating customers in e-conomic
Create invoices/orders & products from HubSpot → e-conomic @ 1 DKK/sync
Custom rules & mapping for companies, products & invoices/orders
Custom integration build & tailored workflows
Dedicated implementation support
One-time setup fee (as applicable) + transaction-based monthly fee
Trial
$0
/month
Basic
99 DKK
/month
Premium
199 DKK
/month
Custom
Get a free quote
Features
Price
Create companies, products & invoices/orders from HubSpot → e-conomic
Custom rules & mapping for creating customers & invoices in e-conomic
Replay failed sync from HubSpot activity log
Unlimited manual company sync
Unlimited company & financial data update from e-conomic
Custom rules & mapping for creating customers in e-conomic
Create invoices/orders & products from HubSpot → e-conomic @ 1 DKK/sync
Custom rules & mapping for companies, products & invoices/orders
Custom integration build & tailored workflows
Dedicated implementation support
One-time setup fee (as applicable) + transaction-based monthly fee
Trial
$0
/month
Basic
99 DKK
/month
Premium
199 DKK
/month
Custom
Get a free quote
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.
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 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.
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.
Can I choose the customer number in e-conomic during setup?
Absolutely! You can either let e-conomic auto-generate the customer number or pull it from a field in HubSpot, giving you flexibility in managing customer IDs.
Can I choose the customer number in e-conomic during setup?
Absolutely! You can either let e-conomic auto-generate the customer number or pull it from a field in HubSpot, giving you flexibility in managing customer IDs.
Can I choose the customer number in e-conomic during setup?
Absolutely! You can either let e-conomic auto-generate the customer number or pull it from a field in HubSpot, giving you flexibility in managing customer IDs.
What's the purpose of the replay feature in the error log?
The replay feature in the error log is a handy tool that lets you retry the sync process directly from HubSpot after you've corrected the issue that caused the failure, saving you time and hassle.
What's the purpose of the replay feature in the error log?
The replay feature in the error log is a handy tool that lets you retry the sync process directly from HubSpot after you've corrected the issue that caused the failure, saving you time and hassle.
What's the purpose of the replay feature in the error log?
The replay feature in the error log is a handy tool that lets you retry the sync process directly from HubSpot after you've corrected the issue that caused the failure, saving you time and hassle.
Implementation
Implementation
Implementation