The Visma e-conomic Sync App by Cloudify is an exciting new addition to the HubSpot Marketplace. This integration provides businesses with a simple and efficient way to generate invoices and sync deals between HubSpot and e-conomic automatically. In this blog, we'll explore the app's key features, benefits, pricing, and plans.

Install Visma e-conomic app

Overview of the Visma e-conomic Sync App:

The Visma e-conomic Sync App by Cloudify allows sales teams to create invoices in e-conomic based on the deal stage updated in HubSpot. This app can also sync deals from HubSpot to e-conomic, automatically generating draft invoices based on the changed deal stage in HubSpot. With this integration, businesses can streamline their invoicing process, reduce errors, and save valuable time and resources.

Solutions:

Creating Invoices in e-conomic from HubSpot Deals:

With the Visma e-conomic Sync App, sales teams can easily create invoices in e-conomic based on the deal stage updated in HubSpot. For instance, when a deal moves from the negotiation stage to the closing stage, an invoice can be automatically generated in e-conomic. This feature is extremely helpful in streamlining the invoicing process and eliminating the need for manual data entry.

Syncing Deals from HubSpot to e-conomic:

The app also allows you to sync deals from HubSpot to e-conomic, automatically generating draft invoices based on the changed deal stage in HubSpot. This feature is especially useful for sales teams that need to generate invoices quickly when a deal is closed. This integration saves valuable time and resources, eliminating the need for manual data entry.

Creating New Customers and Products in e-conomic:

If the product(s) or customer is not found in e-conomic during invoice creation from the deal, the Visma e-conomic Sync App can create a new customer, and the product data will be taken from the deal. This feature ensures that all the necessary data is available in e-conomic for generating accurate invoices.

Pricing and Plans:

The Visma e-conomic Sync App offers a free trial period that includes 15 free credits. Once you have exhausted your free credits, you can recharge your plan to use further credits. The Premium plan includes both deal and contact sync options and is available at a fixed cost of 99 DKK and 1 DKK for each sync. This pricing and plan structure offers businesses of all sizes the flexibility to choose a plan that suits their needs and budget.

Click here to view the setup guide

The Visma e-conomic Sync App by Cloudify is an excellent addition to the HubSpot Marketplace. This integration provides a simple and efficient way to generate invoices and sync deals between HubSpot and e-conomic, helping businesses streamline their invoicing process, reduce errors, and save valuable time and resources. With its easy-to-use features, flexible pricing, and plans, this app is a must-have for businesses looking to improve their invoicing process.