Installation
Get the Most Out of the App
Visma e-conomic Integration
Welcome to the HubSpot e-conomic Integration Setup Guide. This comprehensive resource will guide you through the process of connecting your HubSpot and e-conomic accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.
Integration Benefits
By integrating HubSpot with e-conomic, your organization can
Automate invoice generation based on HubSpot deal stages
Ensure real-time synchronization of customer data across both platforms
Access up-to-date financial insights directly within HubSpot
Significantly reduce time spent on manual data entry and reconciliation
Integration Process Overview
The setup process consists of four main stages:
Getting Started: Initial setup and account connection
Customer Settings: Configure customer data synchronization
Product Settings: Set up product catalog matching
Invoice/Orders Settings: Define invoice/orders creation and management rules
Prerequisites
Before beginning the integration process, please ensure you have:
An active HubSpot account with administrative access
An active e-conomic account with administrative access
Necessary authentication credentials for both platforms
Setup Process Overview
The integration setup consists of these main stages:
Connect Visma e-conomic account
Choose Your Subscription Plans
Invoice/Order Sync Rules
Customer Search Rules
Product Rules