Visma e-conomic Integration
Simplify accounting with Cloudify’s HubSpot-Visma e-conomic integration, automating invoices and ensuring real-time deal stage synchronization.
Integration Overview
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
Key Business Benefits
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
Integration Features
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
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