Exelement.co

Overview

Visma Business is an on-premises ERP system. That distinction matters enormously for integration. Unlike cloud-to-cloud connections between HubSpot and a cloud accounting platform, connecting HubSpot to Visma Business requires a connector installed within the customer's own Visma Business environment. Zapier, Make, and generic iPaaS tools cannot reach on-premises Visma Business at all — they have no path to the data.

SyncCloud addresses this via the Vitari Connect integration layer, which enables structured data exchange between cloud platforms like HubSpot and on-premises Visma Business installations. Vitari Connect is now part of Exsitec. This is an enterprise-grade, IT-assisted setup — not a self-service connector. It requires coordination with your internal IT team or Visma Business administrator to install and configure the on-premises component. For organisations that need this connection, it is the correct solution. For organisations that have assumed a simpler option exists, the honest answer is that it does not. The trade-off is a more involved setup process and a more reliable, production-grade integration.

What you can do

Use cases

Customer and account data sync between CRM and ERP

Customer records created or updated in HubSpot can sync to Visma Business, ensuring the ERP's customer master reflects current CRM data without manual re-entry. Conversely, customer data maintained in Visma Business — including credit limits, payment terms, and account codes — can surface in HubSpot, giving sales teams ERP-level visibility within their CRM.

Order and invoice status in HubSpot

Order status, invoice data, and payment information held in Visma Business can be surfaced in HubSpot account and deal records. Sales and account management teams see a customer's current order book and invoice status without needing access to the ERP. This is particularly valuable for organisations where ERP access is restricted to finance and operations staff.

Deal close triggering ERP customer creation

When a deal reaches Closed Won in HubSpot, the integration can trigger creation of a customer record in Visma Business, pre-populated with deal and contact data from HubSpot. This removes the manual handoff between sales and finance at the point of deal close — historically one of the most error-prone steps in the revenue process for companies running separate CRM and ERP systems.

Product catalogue and pricing alignment

Product and pricing data maintained in Visma Business can be reflected in HubSpot's product library, ensuring that sales teams quote from current ERP pricing rather than a separately maintained price list. For companies where finance and operations own the price master in the ERP, this removes a common source of pricing discrepancies between sales quotes and issued invoices.

The managed service

How SyncCloud works

SyncCloud manages the HubSpot–Visma Business integration via the Vitari Connect integration layer. This is an IT-assisted setup: the on-premises component of Vitari Connect must be installed within your Visma Business environment by your internal IT team or Visma Business administrator. Exelement coordinates the technical scoping, provides installation guidance, and configures the cloud-side integration on SyncCloud's managed platform.

Once the on-premises component is in place, SyncCloud manages the integration in the same way as any other managed connection: monitoring data flows, handling configuration changes, and providing a named Exelement contact for operational support. We manage the complexity of the on-premises bridge so you do not have to. This is the only reliable method for connecting cloud platforms to on-premises Visma Business — and it requires the IT involvement to match.

Setup and requirements

Technical notes

This integration requires Vitari Connect to be installed on-premises within the customer's Visma Business environment. This is not a cloud-to-cloud connection and cannot be achieved via Zapier, Make, or standard iPaaS tools. On-site installation requires coordination with internal IT or a Visma Business administrator.

Implementation timeline is 6–12 weeks from scoping to production go-live, reflecting the on-premises setup complexity. If no Visma Business test environment is available, add 2–4 weeks. Custom object mapping, complex routing logic, or Visma Business customisations will influence the final timeline. Early engagement with your IT team is strongly recommended.

Bi-directional · 3–6 weeks setup

Ready to connect HubSpot with Visma Business?

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Nordic manufacturing company, HubSpot CRM + Visma Business ERP — customer master sync and order status visibility in HubSpot via Vitari Connect, IT-assisted deployment with the customer's internal infrastructure team.

What our clients are saying.

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Sync HubSpot CRM data with your on-premises Visma Business ERP