Integration Fortnox & HubSpot

IntegrationsHubSpot_Fortnox

Does HubSpot work with Fortnox?

The short answer is yes, but it requires specific integration. An integration that we at Resultify have built and made available on both HubSpot integrations and Fortnox integrations.
It started with our standard integration between HubSpot and Fortnox. With the integration, you ensure that objects such as contacts, companies and invoices are always fully synchronized between Fortnox and HubSpot. The integration can also be adapted and tailored to meet the specific needs of different companies and organizations.

"The implemented integration ensures that the systems are fully synchronized and makes it possible to create automated workflows for more efficient processes. For example, the integration can instantly create invoices in Fortnox by changing the status of business opportunities in HubSpot."
Mattias, developer & all-around tech guru at Resultify with 15 years of experience in building integrations - approx. 200!

Mattias

Why is an integration between HubSpot & Fortnox needed?

In short, we saw an opportunity - a need - and we knew we could do it and do it well. The integration is needed to facilitate everyday life and life between those in the finance departments and those in various marketing and sales departments at various companies across the Nordic region. The basic idea is that the invoicing processes and functions that have made Fortnox one of the industry's most popular solutions should work seamlessly with HubSpot's customer care ecosystem.

When an integration works well, it's like two tools marrying and becoming one. It is seamless and automatic and does not require the intervention of experts and specialists every time the function is to be used.

What this provides is an incredible saving in both time and money, as business data is smoothly, securely and seamlessly sent from platform to platform, ensuring that all business details are tracked and that nothing falls through the cracks.

But perhaps the greatest value lies in the fact that it is experienced more professionally, from the customer's perspective, and feels more professional from the employees' perspective.

Examples of automated workflows for Fortnox and HubSpot integration:

  • Create invoices from quotes
  • Payment status visible on company card in HubSpot if payment is late
  • Sync contacts between Fortnox and HubSpot
  • Sync companies between Fortnox and HubSpot
  • Flag incoming cases with unpaid invoices
  • Generate invoices for ongoing contracts
  • Convert articles from Fortnox to products in HubSpot
  • Turn opportunities from HubSpot into invoices ready to send out from Fortnox
    ...and much more.
In other words, you can now look after all aspects of the customer's needs and manage the customer relationship with HubSpot and then take payments and manage the finances with Fortnox, completely automated, as if it were one and the same platform.

But if we don't use Fortnox then?

Resultify has built integrations with other platforms for financial administration on behalf of customers. These are tailored to each customer's specific needs and thus not available in the same way as our integration between Fortnox and HubSpot.

Custom integrations: We work with both fully custom integrations and more standard variants. Before starting an integration project, we go through APIs and identify the possibilities together with the customer. HubSpot is a flexible platform that gives companies the opportunity to customize their integrations according to their specific needs and wishes. Whether it's collecting information, sharing data or improving processes, there are many options to explore.

HubSpot's ecosystem has grown tremendously in recent years and can now integrate with over 500 different systems. This gives you as a company a wide range of possibilities to connect the tools you may depend on today to HubSpot and for those of you who already have HubSpot to supplement HubSpot with other tools and platforms.

We already have both Fortnox & HubSpot, but not integrated.

Relax, this is more common than anyone would like to admit. It is a consequence of the fact that both HubSpot and Fortnox are powerful tools and when various companies acquire these, it rarely happens at the same time, and then it is easy for other needs to be prioritized over how seamlessly one platform interacts with another. Likewise, there are those who today already have both of these platforms without integration. Of course, you can download it, implement it and see how it changes and simplifies your work and business flows. We think you should definitely do that. But do it with your eyes open, so that you also see if there are adjustments that might be worth tailoring for you and your business.
It might be very easy to do. It might be very difficult, but regardless, it's worth talking about.

Robert-Brakenhielm-1

We look forward to hearing from you