Timing is everything
We prefer to work with HubSpot's so-called "customer workflow actions" instead of hardcoding how you "should" work. With this feature, your company can decide when data should be shared. Instead of creating an invoice for every closed deal, you may initially want to create a customer card when a deal has an 80% probability of closing, and when a deal is closed, you may want to create an order rather than an invoice. With our custom integration, you decide - the functionality is in your hands!
Sync data back and forth
Usually, a business system is the source of truth regarding the product database. You may have a multitude of products or services with different SKU codes that should never be overwritten. We advocate synchronizing your product library from the business system to HubSpot. This means that as soon as you change, update, add, or remove a product in PE Accounting, it is also updated in HubSpot. This allows salespeople to always work with relevant and up-to-date products that are then re-synchronized to PE Accounting - with or without discounts!
Minimize tedious administration
As we synchronize data (based on your wishes), it means that your sales department no longer needs to work in two systems or send customer and billing information to the finance department via email. Instead, we can synchronize relevant data such as invoice address, customer number, or whatever you need!
Get the right data in the right place
Let's say you want to close a deal. You may want to see if the latest invoice is paid or delayed, or if a delivery is on its way or delayed. By fetching this data from PE Accounting we can visualize it directly on a customer or deal card giving you the right insights to make decisions on the go.
