Exelement.co

Overview

For Swedish B2B companies, HubSpot and Fortnox often run in parallel but completely disconnected. Sales teams close deals in HubSpot while finance manages invoicing in Fortnox, with someone manually copying customer details, order values, and contacts between the two systems.

This gap creates real operational risk. Invoices get delayed. Customer records drift out of sync. Finance doesn't know when a deal actually closes, and sales doesn't know about an overdue invoice before calling a customer.

The HubSpot–Fortnox integration via SyncCloud closes that gap entirely. When a deal reaches a specific stage in HubSpot, SyncCloud can automatically create a customer record and draft invoice in Fortnox. Contact and company updates flow between both systems in real time. You get a single source of truth across your commercial and financial operations — without writing a line of code or managing any middleware yourself.

What you can do

Use cases

Automatic invoice creation from closed deals

When a deal reaches Closed Won in HubSpot, SyncCloud triggers a customer record and invoice draft in Fortnox. Finance gets notified immediately and can review before sending — no manual handoff, no delay between closing and invoicing.

Bidirectional customer record sync

Contact and company data updated in HubSpot stays current in Fortnox, and vice versa. Whether your team updates a billing address in Fortnox or adds a new contact in HubSpot, both platforms reflect the change automatically.

Payment status visible in CRM

Overdue invoices and payment statuses from Fortnox surface inside HubSpot, giving sales and account managers full visibility before customer calls. No more awkward conversations because a rep didn't know about an outstanding balance.

End-of-month revenue reconciliation

HubSpot deal values and Fortnox invoice amounts stay aligned, making reconciliation straightforward for finance teams and giving leadership accurate revenue data in both platforms without manual exports.

The managed service

How SyncCloud works

SyncCloud manages the entire integration as a hosted, cloud-based service. You don't install software, manage servers, or maintain integration code — Exelement configures the connection between your HubSpot and Fortnox instances, maps the relevant fields, and sets the trigger rules that match your sales and invoicing process.

Once live, the integration runs continuously in the background. Deal stage changes, new contacts, and company updates in HubSpot trigger the appropriate actions in Fortnox, and reverse flows are configured where needed. All data transformations, error handling, and retry logic run inside SyncCloud automatically.

Exelement monitors the integration on an ongoing basis and manages any changes to your HubSpot or Fortnox configuration that could affect data flows. API updates from either platform are handled by us, not by you.

Setup and requirements

Technical notes

HubSpot connects via OAuth 2.0 and Fortnox via their REST API with secure token authentication. Both connections are configured during setup and require admin access to each platform.

Standard field mapping covers company, contact, deal-to-invoice, and payment status sync. Custom fields in either platform can be mapped during scoping. Setup typically takes 3–6 weeks depending on the complexity of your deal pipeline and invoicing rules.

Clients need to provide admin access to both platforms at the start of the engagement. No ongoing technical management is required from your side once the integration is live.

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.

Book a free consultation

Nordic SaaS company, HubSpot + Fortnox implementation

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!”

“Since integrating our CRM and marketing automation, we've achieved accuracy in campaign ROI reporting—finally making data-driven budget decisions.”

“Our sales team now sees the entire buyer journey—email clicks, page views, webinar attendance—leading to a 30% higher conversion rate from MQL to SQL.”

“With marketing activity tracking in our CRM, our sales reps are 40% more likely to engage with leads at the right moment.”

“Lead scoring is finally aligned between teams, and it's increased qualified lead velocity by 35%.”

“We now see campaign performance right inside our CRM, reducing reporting time by 70%."”

“We’ve gone from siloed metrics to unified funnel reporting, which improved our forecasting accuracy significantly”

“Integration brought our sales and marketing teams together—now we actually share the same pipeline goals and KPIs.”

“We've automated lead stages and reduced manual processing time by over 50%.”

“Personalization got a serious upgrade—using up to date CRM data, we increased email engagement by 60%.”

Featured case study

Connect HubSpot CRM with Fortnox accounting automatically