Logo - Full (Color)

Visma Net Integration

构建

Visma Net Integration-icon
App

Visma Net Integration

View HubSpot deals in Visma Net. Sync contacts & companies your way.
构建者
Confect AB
安装
超过 10 次安装
评分

5

(2)

登录以进行安装需要 Visma Net Integration 订阅

要求

HubSpot 计划
HubSpot 帐户权限
查看必要帐户权限
访问类型
共享
Visma Net Integration 订阅
Pricing plan或Scandinavian Data Enrichment 计划

概览

360 view of all customers & contacts

The integration creates a direct connection between HubSpot and Visma Net, allowing you to sync Contacts and Companies the way that suits you. You decide when, where, and how data should sync between the systems.


Automatic Synchronization

Contacts and Companies can be synced based on your rules, ensuring accurate and up-to-date data in both systems.


Visma Side Panel for Real-Time Insights

Directly in Visma Net, you can get a side panel where you can:

  • View and work with the corresponding company, contact, or deal from HubSpot in Visma Net.

  • Create quotes and sales orders without switching systems.

  • Track and manage business processes seamlessly.

  • Access sales details for finance teams – Easily review what sales reps have promised, check signed agreements, and find billing details or contact information for invoicing.

功能

Sync companies

Automatically send and receive companies in HubSpot to the corresponding entity customer in Visma.net. Properties in HubSpot are mapped to Visma.net properties by default but can be customized for your needs. Beyond the synchronization capabilities, there is an extendable set of rules for managing which data is transferred.

Synchronize contacts

Automatically send and receive contacts in HubSpot to the corresponding contacts in Visma.net. Properties in HubSpot are mapped to Visma.net properties by default but can be customized for your needs. Beyond the synchronization capabilities, there is an extendable set of rules for managing which data is transferred.

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Customers

公司

公司

Contacts

联系人

联系人

Contacts

联系人属性

联系人属性

Customers

公司属性

公司属性

更多共享数据的相关信息

This integration allows full control over field syncing between HubSpot and Visma Net. It retrieves standard fields from Visma Net and HubSpot properties, including custom properties. Users can map fields manually, and updates sync automatically. The HubSpot record ID can be transferred, enabling direct access via the Visma Net side panel, ensuring seamless data flow between CRM and ERP.

过滤评论:

排序:


5/5
    2025年11月18日

完美的数据充实解决方案改变了我们所有部门的客户关系管理准确性

太棒了。我们将丰富的数据用于潜在客户、销售、营销和财务。拥有正确数据的客户关系管理对于保持良好的内部控制至关重要。

你喜欢什么?

快速、可靠和正确的数据。

  • Adelborg, A.

已翻译 from English。查看original 文本

5/5
    2025年11月12日

专业高效的解决方案,出色的支持和清晰的沟通

Confect 在 Visma Net 集成方面做得非常好。他们的工作有条不紊,沟通清晰,服务/支持迅速。总体印象是专业和高效。

  • Hagen, C.

已翻译 from Svenska。查看original 文本

此应用程序需要以下其中一个 Visma Net Integration 订阅计划。

Pricing plan

€99

/月

Sync contacts and companies as you want

  • Sync Contact & companies

  • Set your own rules

  • View & edit Objects in HubSpot from Visma Net

995 € Setup

Pricing plan

€99

/月

Sync contacts and companies as you want

  • Sync Contact & companies

  • Set your own rules

  • View & edit Objects in HubSpot from Visma Net

995 € Setup

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/11/04

更多信息

构建者
Confect AB
安装
超过 10 次安装
类别
应用程序可用的语言
丹麦语、挪威语、瑞典语和英语
正在加载