Key Results achieved
Project Overview
Amalie is a recruitment agency based in Denmark that specialises in providing recruitment services to the construction and property business. They were looking to streamline their invoicing and order creation process, which involved integrating their HubSpot account with e-conomic accounting software solution.
The Challenge
Prior to the automation Amalie was involved in:
- manually handling all its draft orders
- updating and creating invoices manually in e-conomic
- manually updating orders in HubSpot
- manually updating contact details in e-conomic
The Solution
How did we approach it?
Cloudify provided a customised integration solution for Amalie, which involved automating the invoice and order creation process. The integration was done by linking the HubSpot account with e-conomic accounting software.
Our SaaS experts deeply analysed their business requirements before making the integration. The goal was to create something scalable for the accounting team. This involved linking HubSpot with e-conomic accounting software.
- The automation was triggered when the deal status changed in HubSpot.
- The workflow then retrieved the details of the deal in HubSpot and updated the Lighthouse record, which is a unified platform by Cloudify to manage automation.
- The automation then searched for and added the customer details to the e-conomic account automatically.
- Based on the customer details, a draft order or invoice was created in the e-conomic app.
- The results were then uploaded in the form of a PDF in HubSpot, which could be viewed by the client.
Automations delivered - SaaS apps that helped Amalie grow:
HubSpot - HubSpot was used to create deals and based on the deal stage further action was performed.
e-conomic - The accounting app was integrated to generate invoices and automate invoicing.
The Results
The integration solution provided by Cloudify has helped Amalie in achieving their goal of streamlining their invoicing and order creation process. The automation has eliminated the need for manual entry, which has resulted in reduced errors and increased efficiency. The integration has also enabled Amalie to have better control over their financial data, which has helped in making informed decisions. Overall, the solution has provided Amalie with a competitive edge in the recruitment industry.
Why Cloudify became the best fit for Amalie?
Partnerships: Official e-conomic partner + Gold partner HubSpot
Cloudify's partnership with e-conomic provides businesses with a comprehensive solution for managing their accounting process. Being HubSpot gold partners, they will get access to updated features of the app.
Cloudify's partnership with HubSpot provides businesses with a comprehensive solution for managing their marketing, sales, and customer service processes. As a gold partner of HubSpot, Cloudify has access to expert support from the HubSpot team. This means that customers can rely on Cloudify for any technical support or troubleshooting needs they may have related to HubSpot.
Automation experts: Unique team of automation experts who not only help implement apps but also integrate and make the related automation.
Your ultimate process consultants - Cloudify helps businesses grow as a whole, manage their processes better, boost sales and increase revenue with smarter workflows and intelligent processes.
Our offerings: Digital analysis, SaaS implementation, and Automation
Marketplace by Cloudify: We have our own marketplace with listed apps with predefined workflows.
Customisations: We offer customised solutions for simple and complex business automation that best fits your business needs.
About Amalie
Headquarters
Copenhagen, Denmark
Industry
Recruitment
Complexity
Advanced
Products and services
Recruitment for construction and property business.
Website: http://amaliesearch.dk/
