Amalie, a Denmark-based recruitment agency catering to the construction and property sectors, recognised the need to modernise and simplify their order creation and invoicing procedures. The task at hand involved bridging their HubSpot account with the e-conomic accounting software platform.
Our team of SaaS professionals delved deep into understanding Amalie's specific business needs prior to initiating the integration process. The primary objective was to build a scalable solution for their accounting department involving the synchronisation of HubSpot with the e-conomic accounting system.
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
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 using the HubSpot deal id. It fetched the associated Contact Id and Associated Companies and then proceeded to fetch the Contact and Company information.
- The automation checked if the deal had a company and threw an error if the company details were missing. The record was then updated with the retrieved deal information.
- The automation then searched for customer details in the e-conomic account using CVR number from the HubSpot deal. If it was not found, we created a new one.
- We checked for the contact in HubSpot. If the contact existed, then we found it in e-conomic through email. If we didn't find it, we added a new one with the contact details from HubSpot. And if there was no contact in HubSpot, we threw the error ‘Contact couldn't be found or created’.
- It also found an employee in e-conomic using the owner field of the deal data.
- Depending on the clientEntity variable, it either created a draft invoice or a draft order in e-conomic and uploaded the resulting PDF to HubSpot.
- Next, we created an engagement in HubSpot as well.
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 automation software was integrated to generate invoices and draft orders.
The integration and automation project yielded significant outcomes, transforming the order creation and invoicing procedures of Amalie. The project successfully established a seamless bridge between HubSpot and the e-conomic accounting software, allowing the agency to streamline their financial processes. The solution offered ensured scalability, catering to the growing needs of the accounting department.
A key outcome was the automation of the entire workflow, beginning from deal status alteration in HubSpot to extracting deal, contact, and company details, leading to a more efficient and error-free system. Crucially, this eliminated the risk of missing company details in any deal, and facilitated the creation of new customer and contact records when necessary.
Furthermore, the system effectively identified employee details and created either a draft invoice or order in e-conomic based on the clientEntity variable. The subsequent upload of the resulting PDF to HubSpot marked a significant improvement in Amalie's record-keeping process.
Finally, the project enabled the initiation of engagement in HubSpot, thus offering a comprehensive end-to-end automated solution. As a result, Amalie experienced improved operational efficiency, and the ability to focus more resources on their core business—recruitment within the construction and property sectors.
Why Cloudify become the perfect choice for Amalie?
Let’s explore the reasons:
- Strong Partnerships: Cloudify's partnership with e-conomic provides businesses with a comprehensive solution for managing their accounting process. Being HubSpot gold partners and HubSpot Custom Integration Accreditation holders, we 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: Our team comprises skilled automation experts who go beyond app implementation. We excel in integrating systems and orchestrating related automation processes. This expertise ensures a comprehensive approach to streamlining operations and maximizing efficiency.
- Process Consultants: At Cloudify, we are more than just an automation provider. We serve as your trusted process consultants, guiding businesses towards holistic growth. By leveraging smarter workflows and intelligent processes, we help optimise operations, enhance sales performance, and drive revenue growth.
- Diverse Offerings: Our range of offerings includes digital analysis, SaaS implementation, and automation solutions. This comprehensive suite of services enables us to address various aspects of your business requirements and support your growth journey effectively.
- Marketplace by Cloudify: As part of our commitment to delivering value, we have curated our own marketplace featuring a wide range of apps with predefined workflows. This marketplace serves as a valuable resource for businesses seeking ready-to-use solutions and accelerating their automation initiatives.
- Customisation Capabilities: We understand that every business is unique, and their automation needs may vary. Cloudify excels in providing customised solutions tailored to fit both simple and complex automation requirements. Our ability to adapt to your specific needs ensures that you receive an automation solution that perfectly aligns with your business goals.
Products and services
Recruitment for construction and property business.