Are your accounting and sales departments not on the same page? Is it hindering your ability to get a full financial picture of business operations? Even worse – is it making it difficult to close more deals faster? With HubSpot’s new accounting extension API and software integrations, you can connect your front and back-office data by syncing your chosen accounting software to HubSpot.
Just announced a few weeks ago at INBOUND, these updates are sure to make an impact – particularly on NetSuite, Quickbooks Online, Xero, and Nubox users. Here’s what you need to know about this announcement.
When your two systems aren’t connected, not only do your internal teams’ suffer from a lack of clearer data, but your customers do, too. By not having front office customer data from a CRM linked with their accounting information, their experience is disparate – and generally, not good.
Using the accounting extension API, you can access the right data and perform the right tasks to connect your teams and grow your business. Enjoy out-of-the-box functionality, including the ability to:
If you don’t want to use the accounting extension API, you can tap into one of HubSpot’s pre-built accounting software integrations. You’ll enjoy the same functionality, but with some added features based on your software:
Using either the API or any of the four software integrations, you can tie your financial information back into your sales efforts and benefit from deals closed quicker and more efficiently. You can get started today by heading to the HubSpot App Marketplace and searching for your preferred integration option. Or, if you’re a NetSuite user, you may consider a deeper integration available from SyncSmart. No matter your choice, if you need help navigating any part, we’re here to help!