Introduction to CRM integration with accounting

Whether you are a small or medium scale business, accounting needs to be handled efficiently. The most important task that is performed by the finance team is data entry and managing invoices. When this is done through CRM, the integration between the CRM system and the accounting app lets you meet all your accounting requirements with ease. It can streamline business operations by allowing for the seamless sharing of data between the two systems, resulting in improved data accuracy and reducing the need for manual data entry. Automated invoice creation and sending based on CRM data, such as customer information and purchase history, can save time and improve efficiency. Additionally, the use of CRM data in financial forecasting and budgeting can provide valuable insights into the financial performance of the sales department. Overall, integrating a customer relationship management system with an accounting app can help businesses better manage their financials and customer relationships.

For example, when a deal is created in HubSpot CRM, a company is created automatically in Visma e-conomic, an accounting app. This is automation.

I will take you through two best CRM software and accounting integrations, like HubSpot – Visma e-conomic integration and Pipedrive – Visma e-conomic integration.

HubSpot CRM and Visma e-conomic integration:

Automatic customer creation:

When a sync operation is triggered in the HubSpot CRM app, then the customers in HubSpot are synced to the economic app along with their information and vice versa.

By using an integration, customer information such as contact details and purchase history and company records can be automatically transferred between the two systems, keeping both systems up-to-date and reducing the need for manual data entry. Additionally, this integration will facilitate the automation of invoice creation and sending based on customer information, and also provide valuable insights into the financial performance of the sales department. This will help businesses to better manage their financials and customer relationships.

Automatic deal creation:

When a new deal is created in Hubspot, it can automatically be synced to e-conomic, creating a new deal with the same information. This can save time and reduce the potential for errors, as the information doesn't need to be manually entered into e-conomic. Additionally, it can automate the invoice creation and sending based on deal information, and also provide valuable insights into the financial performance of the sales department.

By integrating Visma e-conomic with the HubSpot CRM app, you will no longer need to create deals manually. The deal creation will take place automatically from the HubSpot CRM.

Automated Invoicing:

This integration can also automatically update the invoice status in e-conomic when a payment is made in Hubspot. Additionally, this integration can also assist with automated billing, recurring invoicing, and also with invoice tracking and management.

You can create automated invoices in Visma e-conomic when a deal is closed in the HubSpot app. 

Automatic draft order creation:

When a new deal is created in Hubspot, it can automatically create a draft order in e-conomic with the same information. This integration can also automatically update the status of the draft order in e-conomic when the deal is closed or moved to a different stage in Hubspot.

Automatic quotation:

When a new deal is created in Hubspot, it can automatically create a quotation in e-conomic with the same information. This integration can also automatically update the status of the quotation in e-conomic when the deal is closed or moved to a different stage in Hubspot.

Automatic addition of customers:

Automatically add the customer to a campaign list in HubSpot, when there is a new invoice created in Visma e-conomic.

The integration discussed above offers end-to-end solutions right from closing deals to raising draft orders or invoice. All the manual and repetitive tasks are taken care of when you can focus on other important things in your business. 

Yet, another such example of some of the popular use cases for HubSpot and Visma e-conomic integration are:

• Amalie
• Gemini
• Helion B2B
• Glycospot

Pipedrive – Visma e-conomic integration:

By integrating Pipedrive, a sales CRM app with Visma e-conomic, you can create invoices directly from Pipedrive deals. It eliminates the need for manually entering the accounting data into the software. 

Your finance team can approve all the customer invoices within the accounting app and send them to the customers automatically without leaving the app for customer data updates. 

The workflows are pretty similar to the one mentioned above, i.e. HubSpot with Visma e-conomic app that includes automatic invoice creation and sending it to clients, creation of contacts, automatic product links, pulling invoices from Visma e-conomic to Pipedrive, syncing the invoice data into the CRM app, updating status on invoices, and more. 

Some of the popular use cases of Cloudify involving Pipedrive and e-conomic integrations have been listed below:

• Arne Aksel
• Vendemus

Apart from these integrations, there are few more examples that you can have a walkthrough:

HubSpot and Fortnox integration

HubSpot and Zoho Invoice integration

Pipedrive and Fortnox integration

Pipedrive and Zoho Invoice integration, and a lot more. 

Some of the popular triggers and actions for this integration are as follows:

• When a new company/contact is created in HubSpot/Pipedrive, then a new customer is added in Fortnox/Zoho Invoice. 
• New email events trigger when there is a new deal in your CRM app or when an invoice is sent to the customer or there is a new lead, and much more.