Strainovic IT

bexio ↔ HubSpot: the won deal becomes the document

No more retyping deals. As soon as a deal in HubSpot is marked as won, the quote or invoice is created in bexio, with company, contact person and line items. The document number and payment status then show up in the deal.

Flow: a won deal in HubSpot becomes a quote or invoice in bexio, document number and payment status come back to the dealHubSpotDeal is markedas wonbexio ↔ HubSpotFinds orcreates companyand contactpersonbexioQuote orinvoice withthe deal’s lineitemsHubSpotDocument numberand paymentstatus in thedealFlow: a won deal in HubSpot becomes a quote or invoice in bexio, document number and payment status come back to the dealHubSpotDeal is marked as wonbexio ↔ HubSpotFinds or creates company and contactpersonbexioQuote or invoice with the deal’s lineitemsHubSpotDocument number and payment status inthe deal

The problem

The existing integration between HubSpot and bexio only syncs contacts. Company and person are not linked to each other, and a won deal produces neither a quote nor an invoice in bexio. So the deal gets retyped in bexio by hand, and anyone who wants to know whether it has been paid has to check the accounting.

Before and after: what the bexio ↔ HubSpot integration changesSo farRetype the deal in bexio by handWith the integrationThe quote or invoice is created fromthe dealSo farCompany and person not linkedWith the integrationContact person linked to the companySo farPayment status only in the accountingWith the integrationOpen, outstanding amount or paid:shown in the dealBefore and after: what the bexio ↔ HubSpot integration changesSo farRetype the deal in bexio by handWith the integrationThe quote or invoice is created fromthe dealSo farCompany and person not linkedWith the integrationContact person linked to the companySo farPayment status only in the accountingWith the integrationOpen, outstanding amount or paid: shownin the deal

What it does

  • Creates a quote or invoice in bexio for every won deal, with the deal’s line items; if the deal only has an amount, that becomes a line item
  • Finds the company in bexio by name or by the domain of its website, otherwise creates it; finds the contact person by email address and links them to the company
  • Writes the document number and the link to bexio into dedicated fields on the deal
  • Brings the status back into HubSpot at regular intervals: quote open or accepted, invoice open with the outstanding amount, or paid
  • If the deal changes while the document in bexio is still a draft, the document is updated
  • Every deal only once; if bexio is briefly unreachable, the transfer is retried automatically, and if a deal cannot be transferred, the reason shows up in the deal

Setup

Set up in a quarter of an hour, with nothing to install on your computers or servers: you add the app in HubSpot, click «Mit bexio verbinden» (the setup page is only available in German for now) and confirm the settings. Document type, VAT rate, revenue account, unit and responsible user are prefilled from your bexio account. Signing in to bexio goes through my connection service connect.strainovic-it.ch, and the service itself runs on an Infomaniak server in Switzerland.

Price

  • Free for 30 days, with your real deals
  • Then CHF 29 per month, cancel any month

Try it

Write to me and I will send you the setup link:

Try it for 30 days

Strainovic IT, Steinach SG, developing for Swiss SMEs and agencies since 2016. Also for bexio: bexio form connector, website enquiries straight into bexio.