---
title: "Connect HubSpot to Fortnox or Visma: how to integrate CRM and accounting"
description: How to connect HubSpot to Fortnox or Visma. Which data to sync, which options exist and what to consider before you set up the integration.
image: https://leadlabs.se/hubfs/Blog/hubspot-fortnox-visma.jpg
---

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 October 11, 2026

# Connect HubSpot to Fortnox or Visma: how to integrate CRM and accounting

![Picture of Emelie](https://app.hubspot.com/settings/avatar/a7bfbbcaf0bc52ffebec008d63b2902f) By  [Emelie](https://leadlabs.se/en/insights/author/emelie)  ·   3 minute read

![Laptop with financial charts and reports](https://leadlabs.se/hs-fs/hubfs/Blog/hubspot-fortnox-visma.jpg?width=1600&height=900&name=hubspot-fortnox-visma.jpg)

Sales works in HubSpot, finance works in Fortnox or Visma, and in between, Excel files and emails go back and forth. Sound familiar? An integration between CRM and accounting system saves time, reduces errors and lets sales see whether the customer has actually paid. Here is how it works.

**In short:** HubSpot can be connected to Fortnox and Visma through ready made apps in the HubSpot Marketplace, through integration platforms such as Make or Zapier, or with a custom integration via API. Most commonly, a won deal in HubSpot creates a customer and an order or invoice in the accounting system, and the invoice status is shown on the deal in HubSpot.

## Why connect CRM and accounting?

- **No double entry.** Customer details, products and amounts are entered once.
- **Fewer errors.** The right company registration number, address and price follow along automatically.
- **Faster invoicing.** Finance gets the details as soon as the deal is won.
- **Better sales support.** The rep sees invoices and payment status without asking finance.
- **Better reporting.** You can connect actual invoicing to campaigns and channels.

## Which data should be synced?

| HubSpot | Accounting system | Typical direction |
| --- | --- | --- |
| Companies | Customers | HubSpot to accounting when a deal is won |
| Products | Items | Accounting to HubSpot |
| Deals | Order or invoice | HubSpot to accounting |
| Invoice status | Paid, unpaid, overdue | Accounting to HubSpot |

The ground rule: decide which system owns which data. The accounting system should own items, prices and invoices. HubSpot should own contacts, deals and sales history.

## Three ways to integrate

### 1. A ready made app from the HubSpot Marketplace

For Fortnox there is, among others, the Fortnox Sync app from Cloudify, which syncs customers and items and turns deals in HubSpot into orders or invoices in Fortnox. For Visma there are apps for Visma e-conomic, among others. It is the fastest option, but check carefully which objects are synced and in which direction, since many apps mainly move data one way.

### 2. An integration platform such as Make or Zapier

With Make, Zapier or similar you can build flows that fit your exact processes, for example a deal in a certain stage creating an order with the right project number and cost center. It takes a bit more work but gives great flexibility at a low cost.

### 3. A custom integration via API

HubSpot, Fortnox and Visma all have open APIs. A custom integration fits when you have large volumes, complex rules or want full control. It requires developers and someone to maintain it over time.

## Checklist before you set up the integration

1. **Draw the flow.** What should happen, in which system and when?
2. **Decide on unique keys.** The company registration number or customer number should exist on the company in HubSpot.
3. **Clean up products.** The items in the accounting system and the products in HubSpot need to match.
4. **Set the right trigger.** For example, the order is created when the deal reaches the Won stage and required fields are filled in.
5. **Test with real cases** before turning it on for everyone.
6. **Decide who owns the integration** and gets alerted if something goes wrong.

## Frequently asked questions about HubSpot, Fortnox and Visma

### Is there an integration between HubSpot and Fortnox?

Yes. There are ready made apps in the HubSpot Marketplace, such as Fortnox Sync from Cloudify, and you can also connect the systems through Make, Zapier or a custom API integration.

### Can HubSpot create invoices in Fortnox?

Yes, with an integration a won deal in HubSpot can create an order or invoice in Fortnox, with customer, items and amount from the deal.

### Is there an integration between HubSpot and Visma?

Yes, for several of Visma's systems there are apps in the HubSpot Marketplace, including Visma e-conomic. For other Visma products, integration platforms or a custom API integration are often used.

### Can you see payment status in HubSpot?

Yes, if the integration syncs invoice status back to HubSpot. Then reps and account managers can see paid and overdue invoices directly on the company or deal.

### How much does an integration between HubSpot and the accounting system cost?

Ready made apps often have a monthly fee. Flows in Make or Zapier cost a subscription plus setup time. A custom integration requires development time and maintenance. Choose based on your volumes and how specific your needs are.

## Summary

An integration between HubSpot and Fortnox or Visma is one of the investments that pays off fastest. Start by drawing the flow and deciding which system owns which data, then choose the simplest solution that meets your needs.

Want help connecting HubSpot to your accounting system? Get in touch with LeadLabs and we will look at the best setup for you.

## Read also

- [HubSpot implementation step by step](https://leadlabs.se/en/insights/hubspot-implementation?hsLang=en)
- [HubSpot and GDPR: how to handle personal data correctly](https://leadlabs.se/en/insights/hubspot-gdpr?hsLang=en)
- [How much does HubSpot cost in 2026?](https://leadlabs.se/en/insights/hubspot-pricing?hsLang=en)

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