HubSpot Economic

Overview

Visma e-conomic Integration

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