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Integrating different applications that you use in your business will streamline your operations and therefore save you time and money.
Nowadays, many software offers standard integration with other software, however these are often quite limited and will probably not suit your needs. We realized that at Elixir Solutions when we decided to integrate two software we use, Freshbooks and Freshdesk, with our HubSpot portal.
Freshbooks is an accounting software where we create our invoices. They offer a standard integration with HubSpot that allows to:
Our goal was to create invoices as deals and invoices lines as line items in HubSpot, but this was not possible with the standard integration. So, we did our own FB/HS integration and synced the fields that we needed, including amounts, which we then used to create custom reports in HubSpot.
Advantages of this integration:
Freshdesk is a cloud-based customer support software. A standard integration is also available, which allows to do many things, such as:
However, as you can see, it doesn’t allow us to create and update tickets, which was what we needed to allow the follow-up of tickets in HubSpot as well. Here too, we had to do our own customized integration to suit our needs.
Advantages of this integration:
Both applications offered a standard integration that may fit your expectations, but most of the time these are not enough. If you’re also not satisfied with what a standard integration offers, don’t hesitate to reach out to us with your needs and we’ll make it happen!
Take a look at all the HubSpot integrations we can help you with
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