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Visma Net Integration

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Visma Net Integration-icon
App

Visma Net Integration

View HubSpot deals in Visma Net. Sync contacts & companies your way.
建立者
Confect AB
安裝次數
超過 10 次安裝
評分

5

(2)

登入以進行安裝需要 Visma Net Integration 訂閱

要求

HubSpot 版本
HubSpot 帳戶權限
檢視所需的帳戶權限
存取權類型
已分享
Visma Net Integration 訂閱
Pricing plan或Scandinavian Data Enrichment 版本

總覽

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.

應用程式功能

共用資料
資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Customers

公司

公司

Contacts

連絡人

連絡人

Contacts

連絡人屬性

連絡人屬性

Customers

公司屬性

公司屬性

更多共用資料的相關資訊

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.

篩選評論:

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。

你喜歡什麼?

快速、可靠和正确的数据。

  • Adelborg, A.

已翻譯 from English。 檢視 original 文字

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.

已翻譯 from Svenska。 檢視 original 文字

此應用程式需要下列其中一個 Visma Net Integration 訂閱版本。

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

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/11/04

更多資訊

建立者
Confect AB
安裝次數
超過 10 次安裝
類別
此應用程式可用的語言
丹麥文、挪威文、瑞典文和英文