[{"data":1,"prerenderedAt":133},["ShallowReactive",2],{"seite-\u002Fen\u002Fbexio-hubspot\u002F":3},{"id":4,"title":5,"body":6,"description":124,"extension":125,"meta":126,"navigation":127,"path":128,"robots":129,"seo":130,"stem":131,"__hash__":132},"seiten_en\u002Fbexio-hubspot.md","bexio ↔ HubSpot, won deals become quotes or invoices in bexio",{"type":7,"value":8,"toc":115},"minimark",[9,14,22,27,32,35,42,46,68,72,75,79,93,97,100,107],[10,11,13],"h1",{"id":12},"bexio-hubspot-the-won-deal-becomes-the-document","bexio ↔ HubSpot: the won deal becomes the document",[15,16,17,21],"p",{},[18,19,20],"strong",{},"No more retyping deals."," As soon as a deal in HubSpot is marked as won, the quote or\ninvoice is created in bexio, with company, contact person and line items. The document\nnumber and payment status then show up in the deal.",[23,24],"produkt-ablauf",{":schritte":25,"titel":26},"[{\"ort\":\"HubSpot\",\"text\":\"Deal is marked as won\"},{\"ort\":\"bexio ↔ HubSpot\",\"text\":\"Finds or creates company and contact person\",\"eigen\":true},{\"ort\":\"bexio\",\"text\":\"Quote or invoice with the deal’s line items\"},{\"ort\":\"HubSpot\",\"text\":\"Document number and payment status in the deal\"}]","Flow: a won deal in HubSpot becomes a quote or invoice in bexio, document number and payment status come back to the deal",[28,29,31],"h2",{"id":30},"the-problem","The problem",[15,33,34],{},"The existing integration between HubSpot and bexio only syncs contacts. Company and\nperson are not linked to each other, and a won deal produces neither a quote nor an\ninvoice in bexio. So the deal gets retyped in bexio by hand, and anyone who wants to\nknow whether it has been paid has to check the accounting.",[36,37],"produkt-vorher-nachher",{":zeilen":38,"bisher":39,"neu":40,"titel":41},"[{\"bisher\":\"Retype the deal in bexio by hand\",\"neu\":\"The quote or invoice is created from the deal\"},{\"bisher\":\"Company and person not linked\",\"neu\":\"Contact person linked to the company\"},{\"bisher\":\"Payment status only in the accounting\",\"neu\":\"Open, outstanding amount or paid: shown in the deal\"}]","So far","With the integration","Before and after: what the bexio ↔ HubSpot integration changes",[28,43,45],{"id":44},"what-it-does","What it does",[47,48,49,53,56,59,62,65],"ul",{},[50,51,52],"li",{},"Creates a quote or invoice in bexio for every won deal, with the deal’s line items;\nif the deal only has an amount, that becomes a line item",[50,54,55],{},"Finds the company in bexio by name or by the domain of its website, otherwise creates\nit; finds the contact person by email address and links them to the company",[50,57,58],{},"Writes the document number and the link to bexio into dedicated fields on the deal",[50,60,61],{},"Brings the status back into HubSpot at regular intervals: quote open or accepted,\ninvoice open with the outstanding amount, or paid",[50,63,64],{},"If the deal changes while the document in bexio is still a draft, the document is\nupdated",[50,66,67],{},"Every deal only once; if bexio is briefly unreachable, the transfer is retried\nautomatically, and if a deal cannot be transferred, the reason shows up in the deal",[28,69,71],{"id":70},"setup","Setup",[15,73,74],{},"Set up in a quarter of an hour, with nothing to install on your computers or servers:\nyou add the app in HubSpot, click «Mit bexio verbinden» (the setup page is\nonly available in German for now) and confirm the settings.\nDocument type, VAT rate, revenue account, unit and responsible user are prefilled from\nyour bexio account. Signing in to bexio goes through my connection service\nconnect.strainovic-it.ch, and the service itself runs on an Infomaniak server in\nSwitzerland.",[28,76,78],{"id":77},"price","Price",[47,80,81,87],{},[50,82,83,86],{},[18,84,85],{},"Free for 30 days",", with your real deals",[50,88,89,92],{},[18,90,91],{},"Then CHF 29 per month",", cancel any month",[28,94,96],{"id":95},"try-it","Try it",[15,98,99],{},"Write to me and I will send you the setup link:",[15,101,102],{},[103,104,106],"a",{"href":105},"mailto:info@strainovic-it.ch?subject=Test%20bexio%20%E2%86%94%20HubSpot","Try it for 30 days",[15,108,109,110,114],{},"Strainovic IT, Steinach SG, developing for Swiss SMEs and agencies since 2016.\nAlso for bexio: ",[103,111,113],{"href":112},"\u002Fen\u002Fbexio-formular-connector\u002F","bexio form connector",", website enquiries straight into bexio.",{"title":116,"searchDepth":117,"depth":117,"links":118},"",2,[119,120,121,122,123],{"id":30,"depth":117,"text":31},{"id":44,"depth":117,"text":45},{"id":70,"depth":117,"text":71},{"id":77,"depth":117,"text":78},{"id":95,"depth":117,"text":96},"Connects HubSpot to bexio. A won deal becomes a quote or invoice in bexio, with company, contact person and line items, and the payment status flows back into the deal. Free for 30 days, then CHF 29 per month.","md",{},true,"\u002Fbexio-hubspot",null,{"title":5,"description":124},"bexio-hubspot","T1jzm4daiVqOfoDDjefCcttPxG3Y95vnNbh3XY141QQ",1791100801592]