Integration PE Accounting & HubSpot

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Integration PE Accounting & HubSpot

PE Accounting is an accounting service for everything. Through integration between PE Accounting and HubSpot, you can now synchronize all your data for companies, contacts, invoices and products, and ensure that your systems are updated in real time. We are responsible for the smooth functioning of the integration, and there is also the possibility to adapt the integration for your specific needs.

Through integration, you can create automated workflows so that you and your team can work more efficiently with sales and marketing instead of spending time on administration. After the integration is implemented, you can e.g. have an automated process to create an invoice in PE Accounting when the status of quotes in HubSpot changes from PENDING_APPROVAL to APPROVAL.

Example of how the integration works

  • Create invoices from quotes
  • Payment Status visible on Company card in HubSpot in case of delayed payment
  • Sync contacts between PE Accounting and HubSpot
  • Sync companies between PE Accounting and HubSpot
  • Flag tickets with unpaid invoices
  • Create tasks for follow-up in case of delayed payment

Thinking about HubSpot integrations?

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We look forward to hearing from you