SyncCloud Managed Integration

HubSpot and Fortnox, connected from deal to invoice

For Nordic B2B teams running HubSpot for sales and Fortnox for accounting, where a closed deal should become a customer and an invoice in Fortnox without manual entry.

HubSpot

HubSpot is a leading CRM and marketing automation platform used by thousands of Nordic B2B companies to manage contacts, deals, and customer communications.

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Fortnox

Fortnox is Sweden's most widely used cloud accounting platform, handling invoicing, payroll, and financial reporting for over 400,000 Swedish businesses.

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Overview

When sales runs in HubSpot and the books run in Fortnox, the gap between a won deal and a raised invoice is filled by hand. A rep closes a deal, then someone re-keys the customer and the order into Fortnox, and the two systems drift from there. SyncCloud connects HubSpot and Fortnox so the handover happens automatically. When a deal reaches the stage you choose, the customer and the invoice or order are created in Fortnox with the right details mapped, and invoice and payment status flows back to HubSpot so sales can see it. Exelement builds and runs the integration as a managed service, directly against both APIs, so finance works from Fortnox and sales works from HubSpot without anyone acting as the bridge.

What you can do

Use cases

Create Fortnox customers and invoices on deal close

When a deal reaches the stage you choose in HubSpot, SyncCloud creates the customer and the invoice or order in Fortnox with the details already mapped, so finance has a complete record without re-keying.

Sync invoice and payment status back to HubSpot

Invoice numbers, amounts, and payment status flow from Fortnox back to the right HubSpot company and deal, so sales can see whether an account has paid without opening Fortnox.

Keep customer details aligned both ways

Customer and company details stay consistent across HubSpot and Fortnox, with deduplication so the same customer is not created twice.

Custom sync rules, kept running

You define which records sync, in which direction, and on which trigger. SyncCloud uses near real-time triggers, and Exelement monitors the integration and resolves errors before they accumulate.

The managed service

How SyncCloud works

SyncCloud scopes both data models, builds the field mapping for customers, orders, and invoices, and the trigger logic, tests against test accounts, and goes live. SyncCloud connects to HubSpot through its API and to Fortnox through its REST API using OAuth 2.0, syncs on specific data value changes for near real-time updates, and applies custom sync rules. Exelement runs it as a managed service with monitoring and a named contact.

Setup and requirements

Technical notes

SyncCloud connects to Fortnox through its REST API using OAuth 2.0; Fortnox deprecated its older fixed-token authentication in 2025. It connects to HubSpot through its API. Customers, orders, and invoices are in scope, mapped to your HubSpot objects, with the option to sync invoice and payment status back. A Fortnox developer integration and a HubSpot sandbox are recommended before implementation.

FAQs

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Bi-directional · 3–6 weeks setup

Ready to connect HubSpot with Fortnox?

Book a free consultation with our integration team. We'll scope the project and have a proposal ready within a week.

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A Swedish B2B company connected HubSpot to Fortnox through SyncCloud, creating customers and invoices in Fortnox automatically when deals close and removing manual order entry.

What our clients are saying.

“We can finally trigger personalized engagement campaigns based on CRM changes, not just marketing activities – improving our campaigns for onboarding, cross-sell, up-sell and re-engagement.”
“Lead follow-ups that used to take days now happen within minutes, thanks to seamless handoff between marketing and sales.”
“Exelement always have great solutions and quick help when it comes to  HubSpot sales processes and automation!
The service is on top!”
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“We've automated lead stages and reduced manual processing time by over 50%.”
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Looking for additional or custom integration methods?

We can customize the integration to work with any additional or custom methods, get in touch with our team to discuss your particular integration needs.

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