INTEGRATION TECH TALK

Sync Deals & Invoice Faster with Sage Intacct and HubSpot

Is your team having to manually move data between systems to track sales orders and generate invoices? There's a faster, less error-prone way to generate contracts or sales orders in Sage Intacct from deals created in HubSpot: integration.

During this 16-minute session, you'll see a live demo of two automated workflows, including deals to contracts and deals to sales orders 🚀

RECORDED ON: August 15, 2024

In this 20 minute session:

  • Learn common pain points that integrations address
  • Hear why automation is needed at scale
  • Watch a live demo of two workflows, including deals to contracts and deals to sales orders

Sync customers, send invoices, and collect payments faster.

 

Customers Sync Customer Data

Keep customer data in sync between HubSpot and Sage Intacct.

invoices Invoicing

Automatically generate invoices in Sage Intacct from deals created in HubSpot.

Customer Handoff Streamline Customer Handoff

Streamline customer hand-off between Sales and Accounting teams.

Invoice Visibility Invoice Visibility

Provide Sales team visibility to invoices and payment status in HubSpot.

Recurring Billing Recurring Billing

Manage recurring billing smoothly between HubSpot and Sage Intacct.
Learn More

 

Goodbye manual data entry 👋

Schedule a consult with Venn to see how a HubSpot Sage Intacct integration could work for your use case.