Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Customer Created

Triggered when a new customer is created or added within HubSpot, facilitating integration with Visma e-conomic for syncing customer data, generating customer accounts, and initiating financial transactions.
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Sales Invoice Generated

Activated when a sales invoice is generated or issued within HubSpot, enabling integration with Visma e-conomic for syncing invoice data, tracking payment status, and recording revenue in accounting systems.
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Payment Received Recorded

Triggered when a payment is received or recorded within HubSpot, facilitating integration with Visma e-conomic for syncing payment data, updating invoice statuses, and reconciling transactions in accounting systems.
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Product Inventory Updated

Activated when product inventory levels are updated or modified within HubSpot, enabling integration with Visma e-conomic for syncing inventory data, managing stock levels, and tracking product availability for sales and fulfillment.
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Customer Credit Limit Exceeded:

Triggered when a customer's credit limit is exceeded or modified within Visma e-conomic, facilitating integration with HubSpot for syncing credit limit data, updating customer records, and triggering sales follow-up actions for credit management.
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Purchase Order Created

Activated when a purchase order is created or submitted within Visma e-conomic, enabling integration with HubSpot for syncing order data, tracking procurement processes, and managing vendor relationships effectively.
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Expense Reimbursed

Triggered when an expense is reimbursed or approved within Visma e-conomic, facilitating integration with HubSpot for syncing expense data, updating financial records, and managing expense claims and reimbursements efficiently.
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Account Balance Updated

Activated when an account balance is updated or modified within Visma e-conomic, enabling integration with HubSpot for syncing balance data, tracking financial performance, and generating reports for stakeholders.
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Tax Rate Changed

Triggered when a tax rate is changed or updated within Visma e-conomic, facilitating integration with HubSpot for syncing tax data, updating pricing information, and ensuring compliance with tax regulations in sales transactions.

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Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

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The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

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I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Visma e-conomic sync logo

Visma e-conomic sync + HubSpot

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Streamlined Financial Management

Integrate Visma e-conomic with HubSpot to streamline financial management processes, synchronize customer and transaction data, and ensure seamless collaboration between sales and finance teams.

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Automated Invoicing and Payments

Utilize Visma e-conomic's invoicing and payment automation features within HubSpot to generate invoices, track payments, and reconcile transactions, reducing manual efforts and minimizing errors in financial transactions.

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Real-time Data Sync

Leverage real-time data synchronization between Visma e-conomic and HubSpot to ensure data accuracy, eliminate data silos, and provide stakeholders with up-to-date financial information for informed decision-making.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Visma e-conomic Sync Integration streamline financial management processes?

The integration streamlines financial management processes by synchronizing customer and transaction data between Visma e-conomic and HubSpot, ensuring accurate financial records and facilitating collaboration between sales and finance teams.

Can Visma e-conomic's invoicing and payment automation features be utilized within HubSpot?

Yes, Visma e-conomic's invoicing and payment automation features can be utilized within HubSpot to generate invoices, track payments, and reconcile transactions, reducing manual efforts and minimizing errors in financial transactions.

How does real-time data sync between Visma e-conomic and HubSpot benefit stakeholders?

Real-time data sync between Visma e-conomic and HubSpot benefits stakeholders by ensuring data accuracy, eliminating data silos, and providing up-to-date financial information for informed decision-making and strategic planning.

Can sales invoices generated within HubSpot be synced with Visma e-conomic for accounting purposes?

Absolutely, sales invoices generated within HubSpot can be synced with Visma e-conomic for accounting purposes, facilitating data synchronization, tracking payment status, and recording revenue in accounting systems.

How are payments received and recorded within HubSpot synced with Visma e-conomic?

Payments received and recorded within HubSpot are synced with Visma e-conomic for syncing payment data, updating invoice statuses, and reconciling transactions in accounting systems, ensuring accurate financial records and financial reconciliation.

Is it possible to manage product inventory and track stock levels within HubSpot using Visma e-conomic data?

Yes, product inventory and stock levels can be managed within HubSpot using Visma e-conomic data, enabling businesses to sync inventory data, track product availability, and manage stock levels effectively for sales and fulfillment processes.

Can expense claims and reimbursements be managed efficiently within HubSpot using Visma e-conomic?

Yes, expense claims and reimbursements can be managed efficiently within HubSpot using Visma e-conomic, facilitating data synchronization, updating financial records, and streamlining expense management processes for employees and finance teams.

How does the integration ensure compliance with tax regulations in sales transactions?

The integration ensures compliance with tax regulations in sales transactions by syncing tax rate data between Visma e-conomic and HubSpot, updating pricing information, and ensuring accurate tax calculations for sales invoices and transactions.

Can financial reports generated within Visma e-conomic be analyzed and utilized within HubSpot?

Yes, financial reports generated within Visma e-conomic can be analyzed and utilized within HubSpot for syncing report data, analyzing financial performance, and providing stakeholders with actionable insights for decision-making and strategic planning.

Are there any limitations to the types of financial data that can be integrated and synchronized between HubSpot and Visma e-conomic?

HubSpot Visma e-conomic integration supports seamless integration and synchronization of various financial data types, including customer data, transaction data, invoice data, and financial report data, ensuring flexibility and scalability to meet diverse accounting and financial management needs.
The integration streamlines financial management processes by synchronizing customer and transaction data between Visma e-conomic and HubSpot, ensuring accurate financial records and facilitating collaboration between sales and finance teams.
Yes, Visma e-conomic's invoicing and payment automation features can be utilized within HubSpot to generate invoices, track payments, and reconcile transactions, reducing manual efforts and minimizing errors in financial transactions.
Real-time data sync between Visma e-conomic and HubSpot benefits stakeholders by ensuring data accuracy, eliminating data silos, and providing up-to-date financial information for informed decision-making and strategic planning.
Absolutely, sales invoices generated within HubSpot can be synced with Visma e-conomic for accounting purposes, facilitating data synchronization, tracking payment status, and recording revenue in accounting systems.
Payments received and recorded within HubSpot are synced with Visma e-conomic for syncing payment data, updating invoice statuses, and reconciling transactions in accounting systems, ensuring accurate financial records and financial reconciliation.
Yes, product inventory and stock levels can be managed within HubSpot using Visma e-conomic data, enabling businesses to sync inventory data, track product availability, and manage stock levels effectively for sales and fulfillment processes.
Yes, expense claims and reimbursements can be managed efficiently within HubSpot using Visma e-conomic, facilitating data synchronization, updating financial records, and streamlining expense management processes for employees and finance teams.
The integration ensures compliance with tax regulations in sales transactions by syncing tax rate data between Visma e-conomic and HubSpot, updating pricing information, and ensuring accurate tax calculations for sales invoices and transactions.
Yes, financial reports generated within Visma e-conomic can be analyzed and utilized within HubSpot for syncing report data, analyzing financial performance, and providing stakeholders with actionable insights for decision-making and strategic planning.
HubSpot Visma e-conomic integration supports seamless integration and synchronization of various financial data types, including customer data, transaction data, invoice data, and financial report data, ensuring flexibility and scalability to meet diverse accounting and financial management needs.

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