SyncCloud Managed Integration

Stop reconciling deals manually — CRM and accounting, in sync

For Nordic B2B companies running HubSpot alongside Visma eAccounting. This integration eliminates manual data transfer between sales and finance, keeping customer records, invoices, and deal stages consistent across both systems without anyone in the middle.

HubSpot

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

Visma eAccounting

Visma eAccounting is a cloud-based accounting and invoicing platform widely used by Nordic SMBs for bookkeeping, invoicing, and financial reporting.

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Overview

When your sales team closes a deal in HubSpot, someone in finance still has to recreate that customer and invoice in Visma eAccounting. It is a manual step that happens dozens of times a month — and every time it does, there is a risk of transcription error, timing delay, or missed field. The result: a CRM that shows one customer reality and an accounting system that shows another.

HubSpot and Visma eAccounting serve different audiences in your business, but they are describing the same customers and the same transactions. SyncCloud keeps them aligned. When a deal closes in HubSpot, the customer and invoice data flows automatically into Visma eAccounting. When a payment is recorded in Visma, the deal stage and customer record in HubSpot reflect that — no manual reconciliation, no version drift.

This integration is particularly valuable for Nordic B2B companies that have standardised on HubSpot for CRM and Visma eAccounting for day-to-day bookkeeping and invoicing. The API is confirmed operational and Exelement has run a test build.

What you can do

Use cases

Automatic customer creation on deal close

When a deal reaches Closed Won in HubSpot, a matching customer record is created automatically in Visma eAccounting — pre-populated with company name, organisation number, billing address, and contact details. Finance can generate the first invoice without waiting for a handoff from sales.

Invoice status reflected in HubSpot

Payment status from Visma eAccounting flows back into HubSpot as a custom property — outstanding, paid, overdue. Account managers see the billing situation without logging into Visma, helping them prioritise renewals and flag at-risk accounts before finance has to chase them.

Order and product data synced to CRM deals

When an invoice is raised in Visma eAccounting, the line items — product codes, quantities, amounts — sync back to the associated HubSpot deal. Revenue reporting in HubSpot reflects actual billed amounts, improving forecast accuracy and sales compensation calculations.

Bi-directional contact and company sync

New companies created in Visma eAccounting sync to HubSpot as new contacts or companies. The integration maintains a consistent master record across both systems, with configurable merge logic to handle duplicates and field-level precedence rules.

The managed service

How SyncCloud works

SyncCloud manages this integration in Exelement's hosted iPaaS environment. There is no software for you to install or infrastructure to maintain — the integration runs continuously, monitored by Exelement.

The typical implementation begins with a scoping call to map your HubSpot deal stages and properties to the corresponding Visma eAccounting fields. We build the field mapping, configure the trigger logic — which deal stages initiate which events — and run a proof-of-concept sync against your sandbox environments before touching production data.

Ongoing, SyncCloud handles error logging, retry logic, and schema updates when either platform changes its API. If a sync fails — for example, because a required field is missing in the sending system — you receive an alert with the specific record and the reason for the failure, not a silent drop.

Setup and requirements

Technical notes

Both a HubSpot sandbox and a Visma eAccounting test account are required to begin implementation. If a sandbox is not available on either side, add 2–4 weeks to the timeline for production-only testing.

The integration uses the Visma eAccounting API, which Exelement has tested and confirmed operational. API credentials for both HubSpot and Visma eAccounting are required from the client, along with a field mapping document agreed between sales and finance before build begins.

Proof of concept with one-way sync: 1–2 weeks. Bi-directional sync with full field mapping: 3–6 weeks depending on data model complexity.

Bi-directional · 3–6 weeks setup

Ready to connect HubSpot with Visma eAccounting?

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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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%.”

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