Fortnox

Sync product databases, get invoice insights and create customers and orders from HubSpot deals.

(Integration Overview)

HubSpot Integrations >> Integrations >> Fortnox

Fortnox by Invise - Integration Overview

HubSpot Integration with Fortnox

We know business. And we know that finance, sales and marketing need to be aligned to create transparency, simplified reporting and a hassle-free work day. Stay focused on closing deals while this integration for Fortnox and HubSpot handles the rest!

Fortnox is the Swedish market leader in financial software for small and medium-sized businesses when it comes to accounting, payroll and invoicing. By connecting the #1 CRM platform HubSpot to your current tech stack, you streamline your cross-department workflows and make it easy to keep track of the right data, in the right place, at the right time.

You don’t need to be tech-savvy or a developer to install this integration – simply follow this step-by-step guide, and you’ll be up and running in no time.

Integration Features

You decide when the time is right

By using our integration's custom Fortnox workflow actions, you can easily determine when you want to trigger the actual moment of synchronization. Maybe you want to create a Fortnox order once a HubSpot deal is won, or want to create a new Fortnox Customer Card once a deal is created in the first place. It’s all in your hands!

Sync your Fortnox data into HubSpot for structured order processing

To help you report accurately on data, our integration connects your Fortnox product library with HubSpot products. This way, your sales reps can easily associate the right product with the right deal without having to worry about duplicates.

Make your sales and finance process more efficient

By automatically creating new customers, orders, and associated products directly in Fortnox based on HubSpot data, you never have to work in both systems again. As a sales rep you’ll just do your job, and once needed - your accounting team will automatically have an order living in Fortnox to quickly get their hands dirty!

Get insights with shared data

Because of the Fortnox + HubSpot product sync, and in combination with already built-in filters and segmentations in HubSpot, you can easily track and report on sold products.Through our integration, your sales reps will find brand new CRM cards in their deals overview that provide insights from Fortnox invoices. Paid? Overdue? Or just a different de facto amount that might impact your commission? It will let you know.

Ready? Let's do it!

We'll help you define, quote and implement the integration you want - even if it's not listed here!

What we need from you in order to provide the best possible follow-up is that you try to answer these questions as best you can:

Which systems do you want to integrate?
Which use cases should be supported?
What are must-haves and what are nice-to-haves?
How much data flow are we talking about approximately?
Does the synchronization have to be in real time or is a daily update sufficient?
Do you want us to take responsibility for the entire work, or do you want us as a senior advisor?
Do you have an existing integration platform or is there something else we should know about?

If you don't know the answer to one or more of the questions above, no problem - we will help you develop a good requirement specification!