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Frequently Asked Questions about Fortnox + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Fortnox and HubSpot
What is required to integrate Fortnox with HubSpot?
To integrate Fortnox with HubSpot through our platform, you must have active accounts on both Fortnox and HubSpot. Additionally, you will need access permissions for both applications to set up the necessary authentication within our integration platform.
How can I automatically create contacts in HubSpot from Fortnox?
Using our integration, you can set a trigger in Fortnox when a new customer is added. This trigger will then initiate an action in HubSpot to automatically create a new contact using the information from Fortnox.
Can I update existing records in HubSpot from Fortnox?
Yes, it's possible to update existing records in HubSpot when certain triggers occur in Fortnox. For instance, if customer details are updated in Fortnox, you can configure the integration to update the corresponding contact's details in HubSpot.
What types of data can be synced between Fortnox and HubSpot?
You can sync various types of data between Fortnox and HubSpot such as contact information, invoice details, sales orders, and financial transactions. The specific triggers and actions you set up will determine which data gets transferred.
Are there any limitations with using the Fortnox-HubSpot integration?
While most common use cases like syncing contacts and invoices are supported, some limitations may exist based on custom fields or specific business logic that cannot be directly mapped across platforms without custom development.
Is it possible to track changes made by the integration within each platform?
Yes, both Fortnox and HubSpot provide audit logs that let you track changes made by integrations. Our system tracks successful operations and failures which can help diagnose issues or ensure compliance.
How often does the sync occur between the two systems?
The synchronization frequency can be customized based on your needs. We offer options for real-time updates as well as scheduled batch updates at intervals such as hourly or daily to ensure your data stays current.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Customer Created
Triggers when a new customer is created or first time we see an update on it.
Try It - Invoice Fully Paid
Triggers when an invoice is fully paid.
Try It - New Article
Triggers when a new article is created.
Try It - Invoice numberRequired
- Invoice Bookkept
Triggers when an invoice is bookkept.
Try It - Invoice Payment Bookkept
Triggers when an invoice payment is bookkept.
Try It - New Order
Triggers when a new order is created. Note that a order created from an Offer may have rows but if you just created the order manually it will probably not. Please use something like "Delay by Zapier" and then fetch the order again using "Find Order" to give yourself more time to set rows and other properties.
Try It - Name
- Customer Number
- Customer Email
- Active
- Invoicing email
- Invoicing email CC
- Invoicing email BCC
- Default Delivery Type For Invoice
- Default Delivery Type For Order
- Default Delivery Type For Offer
- Address 1
- Address 2
- Zip Code
- City
- Country code
- Fax
- Comments
- Currency
- External reference
- GLN
- Invoice remark
- Our reference
- Your reference
- Phone number
- Price List
- Organisation number
- Type
- Show prices with VAT included
- VAT number
- VAT type
- Delivery Address 1
- Delivery Address 2
- Delivery Zip code
- Delivery City
- Delivery Country Code
- Delivery Fax