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?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

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.


Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

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

Cloudify

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

Cloudify

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

Cloudify

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