Discover the Holded + HubSpot Integration

Keeping your customers' data centralised and up-to-date, being able to access the activity history or automating invoicing processes are some of the key areas that will save you a lot of time and increase the efficiency of your team's tasks.

To make this possible, at Tiralíneas we have developed the integration that unifies HubSpot data and Holded invoicing.

Linking HubSpot's CRM to your invoicing process with Holded allows you to connect different departments in your business, access up-to-date customer information and create different types of documents.

In addition, regardless of the HubSpot plan you have, you can incorporate the Sensitive Data module, with which you can include your customers' sensitive data such as their National Identity Card or IBAN, which in many cases are essential for generating invoices.

Create customised quotations, delivery notes, proformas and invoices using editable templates and access their history quickly and easily. Stop wasting time manually entering data and take advantage of the best of both platforms with this integration.

STAGE-BASED INVOICING

Synchronising invoicing processes with HubSpot allows you to select documents depending on what stage of the pipeline your customer is at.

Choose from quotations for new business, delivery notes to demonstrate the delivery of an order or service, proformas and invoices.

These will be automatically transferred to Holded to generate the final document that you will send to your customer. Streamline the invoicing process without duplicating any of the documents on either of the two platforms.

SECURE PAYMENT METHODS

It provides the possibility to make payments using secure methods such as bank card, PayPal, Square, Gocardless, Stripe and traditional wire transfers and/or bank transfers. Choose those that best suit your business and help your customers pay faster and 100% securely.

CUSTOMISED DOCUMENTS FOR EACH CUSTOMER

Use templates you can configure any way you want to create your own personalised documents for each customer. Easily add company logos and corporate colours.

This integration also allows you to choose the type of tax and/or discount you want to apply to your customer using a drop-down menu. At last, you can forget about having to do it manually on every invoice.

AUTOMATIC DATA SYNCHRONISATION

Keeping all your customer data up to date is crucial to perform your tasks efficiently and without wasting too much time searching for the information you need.

This integration allows you to synchronise data from Holded to HubSpot automatically and on a daily basis, avoiding duplications and creating documents without synchronisation errors. Configure the information you want to synchronise yourself, such as: customer data, companies, products and document types. Optimise your time and increase the efficiency of your tasks.