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lexoffice Integration for HubSpot

19,00 

Connect your HubSpot seamlessly with lexoffice and benefit from continuous data synchronization between the systems.

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Description

About connecting Hubspot with the lexoffice Integration

Easily link your Hubspot contacts with lexoffice and utilise the full potential of your accounting system in your CRM via maesn.

This integration allows you to seamlessly harmonise contacts between both platforms and say goodbye to manual data transfer!

With our integration, you can increase your efficiency and data accuracy by keeping your contacts up to date.

 

Use Case 1: Associate Offer Documents with HubSpot Contacts

Once a quote is created and sent in lexoffice, it is automatically linked to the corresponding HubSpot contact.

Use Case 2: Attach Confirmation of Order to HubSpot Contacts

Upon receipt of an order confirmation in lexoffice, it is automatically linked to the associated HubSpot contact.

Use Case 3: Link Invoice Documents with HubSpot Contacts

After sending the invoice via lexoffice to the customer, the invoice is automatically attached to the HubSpot contact.

 

Perfectly integrated

Access all your contacts directly in lexoffice and Hubspot.

Increased efficiency

No manual data entry to keep documents and contacts up-to-date.

Increased data accuracy

No more worrying about inconsistencies or human error.

Requirements for the lexoffice Integration:

❗ To fulfil the requirements for this project, you need the following:

An active lexoffice account (plan M or higher)
An active HubSpot account (all versions)
Registration for the maesn marketplace

Please make sure you have all of this before proceeding.

For a more detailed overview of all requirements, please go to our documentation.

FAQ

How is my data protected?

Your data is protected by state-of-the-art security measures. We use encrypted connections and secure authentication methods to ensure the confidentiality of your information.

How can I cancel my subscription?

You can manage your subscription at any time in your maesn account. Simply go to account settings to find the cancellation options. If you have further questions, we are happy to assist you.

Where can I find help for Hubspot from maesn?

For assistance with using Hubspot in conjunction with maesn, we recommend checking out our comprehensive documentation. If you have additional questions, feel free to contact us at contact@maesn.com.

Who is the provider of this integration?

The integration is provided by maesn, a leading provider of CRM solutions and connections between various platforms. If you have questions about the integration, we are here to help.

Connection for the lexoffice Integration – This is how easy it is

1. follow the “connect Hubspot with lexoffice”-button
2. then you will land on the maesn website
3. click on “Continue to booking”
4. after that, you need to register/log in with maesn
5. a page will appear where you can configure the different use cases of this integration
6. maesn requires you to log in with your Lexoffice and your Hubspot
7. deposit your payment details
8. then your lexoffice hubspot integration is ready

Product Roadmap:

Version 1: Document Sync – BETA

Launch Date: January 2024

Features:

  • Document sync functionality
  • Beta release for user testing and feedback
  • See detailed use cases
  • Option to get in touch for new requirements and requests

Version 2: Contact Sync

Estimated Launch Date: March 2024

New Features:

  • Bulk update contacts and companies from lexoffice to HubSpot
  • Bulk update contacts and companies from HubSpot to lexoffice
  • Live contact and company synchronization
  • Capability to accommodate new requirements and requests

Version 3: Quote and Product Sync

Estimated Launch Date: Q2 2024

New Features:

  • Live product data synchronization
  • Creation of quotes in HubSpot with synchronization to lexoffice
  • Ability to submit new requirements and requests for consideration

Feel free to reach out for any additional requirements or inquiries.

In case you need more support, take a look at our docs, or you are welcome to contact us: contact@maesn.com

If you’d like an overview of all the use cases we provide, please visit our Integrations Page.

Additional information

Software categories

Accounting / ERP, CRM

Software companys

HubSpot, lexoffice

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