Integrating popular CRMs and payment providers

Background

The customer was experiencing difficult times with manual invoicing and was looking for a new way to increase productivity and provide more flexibility with payment schedules. We collaborated with the client to link HubSpot, the industry leader in CRM platforms, with EasyBill, a versatile invoicing and billing solution. By automating every step of the invoicing process—from deal creation to the seamless generation of invoices within the EasyBill platform—client's business efficiency was enhanced.

Challenge

The biggest challenge was the flexibility of payment plans. An automated and adaptable solution was needed to accommodate different billing cycles, such as one time payment, monthly, annual, once every X period of time.

Solution

Our team collaborated effectively with the client to create complex HubSpot workflows that smoothly integrates with EasyBill, providing a comprehensive solution to invoicing issues. Following the initial lead nurturing and sales phase, the automated process begins, involving specific products and a payment schedule fitting the needs of the end client.

The workflows implemented in HubSpot run multiple steps that integrate with Easibill to create an invoice/quote. Together, these essential milestones create a strong and automated invoicing system that simplifies the process, from the first contract to the preparation and creation of invoices in EasyBill. The process steps are:

HubSpot trigger for Invoice/Quote creation
HubSpot data retrieval
Data transformation for EasyBill Quote/Invoice creation
EasyBill data update from HubSpot
Additional actions

The entire process maintains data consistency and accuracy in both platforms.

Technologies used: node.js, HubSpot API, Easybill API, consulting, data management.

Highlights and results

Comprehensive data retrieval

The solution effectively gathers comprehensive data, including deal information, contact details, and product details.

Dynamic data transformation

The workflow creates a structured JSON object from HubSpot data to make sure it works with the EasyBill API.

Effortless Quote and Invoice creation

By using the EasyBill API, the solution eliminates the need for manual intervention by automating the development of professional quotations and invoices.