HubSpot
Two-way HubSpot integration that keeps your CRM and ERP in lockstep. Contacts, companies, deals, and invoices flow both ways — with workflow triggers that let sales actions create financial records automatically.
What syncs.
From HubSpot
- Contacts & companies
- Deals & pipeline stages
- Line items & products
- Quotes & proposals
- Custom properties
- Workflow triggers
Into your ERP
- Customer records
- Sales invoices
- Payment status updates
- Revenue per deal/pipeline
- Outstanding balance alerts
- Credit limit checks
Capabilities.
Deal-to-invoice automation
When a HubSpot deal hits "Closed Won," Visma creates the invoice automatically. Line items, VAT, and payment terms carry over — no re-keying.
Bi-directional customer sync
Create a customer in HubSpot, it appears in Visma. Update payment terms in Visma, HubSpot reflects it. One source of truth across both systems.
Payment status in CRM
Sales reps see invoice and payment status directly in HubSpot. Outstanding balances and overdue flags visible before the next call — not after.
Custom property mapping
Map any HubSpot custom property to Visma fields. Industry codes, customer segments, and internal tags flow without manual classification.
Credit limit enforcement
Visma credit limits surface in HubSpot. Sales gets a warning before closing a deal that would push a customer over their approved credit.
Pipeline revenue forecasting
HubSpot pipeline data combined with Visma actuals. Finance gets a forecast view that blends CRM probability with real receivables data.
Common use cases.
Sales-to-finance handoff
Sales closes in HubSpot. Finance invoices from Visma. The handoff is automatic, accurate, and auditable — no shared spreadsheet, no Slack thread asking "did we invoice them yet?"
Quote-to-cash automation
HubSpot quotes become Visma invoices with correct line items, terms, and VAT. The entire quote-to-cash cycle tightens from days to hours.
Receivables visibility for sales
Account managers see outstanding invoices and payment history in HubSpot before every client meeting. Conversations start informed, not awkward.
CRM and ERP, finally aligned.
Sales and finance stop working from different numbers. 22 customers run this integration in production — most say it changed how their teams collaborate.