Hubspot

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Fortnox

Fortnox Integration

Fortnox Integration

Fortnox Integration

Fortnox Integration by Cloudify for HubSpot automates invoices, syncs customer data, prevents duplicates, and ensures accurate, real-time data management effortlessly.

Integration Overview

Integration Overview

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

Key Business Benefits

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

Integration Features

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


FAQ

FAQ

FAQ

Is there a free trial available?

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.

Is there a free trial available?

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.

Is there a free trial available?

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?

Product Sync works with each integration cycle, ensuring that any changes or updates you make to your products in HubSpot are promptly reflected in Fortnox. This guarantees that your product information is always up-to-date in both systems.

Can I set up the integration myself?

Product Sync works with each integration cycle, ensuring that any changes or updates you make to your products in HubSpot are promptly reflected in Fortnox. This guarantees that your product information is always up-to-date in both systems.

Can I set up the integration myself?

Product Sync works with each integration cycle, ensuring that any changes or updates you make to your products in HubSpot are promptly reflected in Fortnox. This guarantees that your product information is always up-to-date in both systems.

Do I receive support if I run into any issues?

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.

Do I receive support if I run into any issues?

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.

Do I receive support if I run into any issues?

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 happens when the integration fails?

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.

What happens when the integration fails?

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.

What happens when the integration fails?

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.

Testimonials

We've seen a complete overhaul in our invoicing process with Cloudify — it's genuinely a game-changer!

Integrating our data has never been easier — Cloudify filled the gap perfectly!

Their support team is second to none — Cloudify always ensures we have what we need to thrive.

Total installs

60+

Pricing

Cloudify subscriptions:

Pricing

Trial

15 free syncs to try the integration

Trial

  • 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

Unlimited Customer Sync and Financial Data Updates

149 SEK

/monthly

  • 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

Comprehensive Customer, Products and Invoice Sync with Finanical Data Update

299 SEK

/monthly

  • Unlimited manual company sync

  • Unlimited company financial data update from Fortnox

  • 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

  • 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

Modern and intelligent business process automation and integration platform to connect your enterprise.

Modern and intelligent business process automation and integration platform to connect your enterprise.

Modern and intelligent business process automation and integration platform to connect your enterprise.