SyncCloud Managed Integration

Sync HubSpot deal data with Spiris invoicing and customer records

For Swedish SMEs using HubSpot for CRM and Spiris for accounting. When a deal closes in HubSpot and the corresponding customer record in Spiris has to be created manually, invoicing is delayed and data errors accumulate. This integration closes that gap with a managed, monitored data flow between the two systems.

HubSpot

HubSpot is a cloud-based CRM and marketing platform used by B2B sales and marketing teams to manage contacts, deals, and customer communications.

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Spiris

Spiris is a Swedish-language accounting platform built on the Visma eAccounting API, designed for Swedish SMEs managing invoicing, bookkeeping, and financial reporting.

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Overview

Spiris is the Swedish-market implementation of the Visma eAccounting platform — same underlying API, Swedish-language interface, and built for the accounting and invoicing workflows familiar to Swedish businesses. HubSpot is increasingly common among Swedish SMEs as the CRM of record for sales and customer management. When both are in use, the integration between them matters.

Without a connection, the closed deal in HubSpot triggers a manual process: someone takes the deal data, opens Spiris, and creates a customer and invoice by hand. That step is error-prone, slow, and difficult to audit. Payment and invoice status in Spiris is invisible to HubSpot users unless someone checks the accounting system separately. The HubSpot–Spiris integration removes both problems. Customer records are created automatically in Spiris when deals close in HubSpot. Invoice and payment status returns to HubSpot so account managers see current financial data alongside CRM activity — in one system, without manual reconciliation.

What you can do

Use cases

Automated Swedish customer record creation

When a deal closes in HubSpot, a customer record is created in Spiris automatically, including organisationsnummer, VAT number, billing address, and primary contact. Swedish company identifier formats are handled natively. This removes the manual step between CRM and accounting and ensures invoicing can begin without delay or data entry errors.

Invoice status synced back to HubSpot

Outstanding, paid, and overdue invoice status from Spiris flows back into HubSpot company and deal records. Swedish account managers and customer success staff can see the full financial picture of each customer without logging into Spiris. Overdue invoice alerts can trigger tasks or sequences in HubSpot to support collections or account management follow-up.

Swedish-language field support

Spiris operates in Swedish, and its field structure reflects Swedish accounting conventions. SyncCloud's Nordic configuration maps Swedish-language Spiris fields to the corresponding HubSpot properties correctly, including support for Swedish invoice categories, payment terms, and VAT codes. This avoids the field mismatches common when using non-Nordic integration tools.

Finance and sales data in one view

Swedish SME owners and sales directors often need to see both pipeline performance and invoiced revenue in a single view. With HubSpot and Spiris connected, deal value in HubSpot can be reconciled against invoiced and paid amounts in Spiris without exporting data from two separate systems. This supports more accurate monthly and quarterly reporting without manual consolidation.

The managed service

How SyncCloud works

SyncCloud is Exelement's managed integration platform, operated from Stockholm. For HubSpot–Spiris, we handle the full integration lifecycle: scoping the field mapping between your HubSpot deal and company objects and your Spiris customer and invoice structure, building and testing the integration, and operating it on an ongoing basis.

Because Spiris and Visma eAccounting share the same underlying API, SyncCloud has direct experience with the Spiris data model. Swedish company identifier handling — including organisationsnummer validation and formatting — is part of our standard Nordic configuration. Once live, SyncCloud monitors the integration and manages any platform updates. You receive a named contact at Exelement for operational questions, not a support ticket queue.

Setup and requirements

Technical notes

Spiris operates on the Visma eAccounting REST API. HubSpot's API is comprehensive and well-documented. A standard bi-directional sync covering customer creation and invoice status return typically runs 3–6 weeks from scoping to production, assuming both a HubSpot sandbox and a Spiris test company are available. Without a Spiris test environment, plan for an additional 2–4 weeks.

Swedish VAT handling, organisationsnummer formatting, and Swedish-language field labels are supported in SyncCloud's Nordic configuration. Custom object requirements or multi-entity configurations will extend the timeline and should be raised during the initial scoping session.

FAQs

What is Spiris and how does it connect to HubSpot?

Spiris is a Nordic CRM platform used by sales-driven organisations across Sweden and the broader Nordics. A SyncCloud integration between Spiris and HubSpot allows contact, company, and deal data to flow between both systems — eliminating manual exports, reducing data lag, and ensuring both platforms reflect the same picture of your customer. SyncCloud manages the connection as a managed service, so your team carries no responsibility for maintaining custom middleware or handling API updates.

What data can be synced between HubSpot and Spiris?

The typical sync covers contacts and companies (with deduplication logic), deal or opportunity records, and key custom fields relevant to your sales process. Activity data — such as email opens, meeting outcomes, or pipeline stage changes — can also be routed between systems depending on your setup. SyncCloud defines the field mapping during onboarding to ensure both platforms stay aligned without over-sharing data.

How long does a HubSpot–Spiris integration typically take to set up?

Most HubSpot–Spiris integrations are running within 3–6 weeks. The timeline depends on the complexity of your data model, the number of custom fields involved, and whether you need bi-directional sync or a one-way flow. Exelement runs a brief discovery session to map your requirements before any build work begins, which keeps the project on track and avoids scope surprises.

Does SyncCloud support real-time sync between HubSpot and Spiris?

SyncCloud supports near-real-time sync for most integration patterns, with typical latency of under a few minutes between a trigger event and the corresponding update. Fully event-driven real-time sync is available for setups where speed is critical — for example, routing a Spiris deal stage change immediately into a HubSpot workflow. The appropriate sync frequency is defined during the scoping phase based on your operational requirements.

Bi-directional · 3–6 weeks setup

Ready to connect HubSpot with Spiris?

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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Swedish professional services SME, HubSpot CRM + Spiris — automated customer creation and invoice sync eliminating manual finance data entry across 250+ active client accounts.

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.”
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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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