From Offer to Payment reminders

Apps Third-Party Apps
1

Hey,

we currently use HubSpot to send offers to leads.

Once they accept the offer, they convert to customers. So far, so good.

However, after this step, a lot of manual work needs to happen:

  1. Setup a recurring invoice manually in our invoicing software (Easybill)
  2. Put the Order/Customer ID from Easybill in Hubspot for controlling
  3. Check every month if the money was paid
  4. If not, manually chase the customer for payment

We would love to automate that process. What is your workflow for German based companies?

All the best

Heinrich

2

@Heinrich_PL, happy Friday!

Thanks for reaching out to HubSpot Community! Glad to brainstorm on this here.

You may consider reviewing this integration for easybill here. It appears that this app should sync over Customers, Invoices, Products, Services from easybill in to HubSpot. The first step of creating the recurring invoice in easybill will still be required. From there though, the invoice should sync to HubSpot and you should be able to setup a workflow that centers on a monthly date or the invoice date, determines if an invoice has been paid and then send a reminder email to the customer if it has not.

I don’t personally have exerpience with easybill but if the data syncs over similiar to the Quickbooks integration, the invoice object would live under the deals object and you could create a deal-based workflow (with atleast a sales hub professional or higher subscription) to complete the automation described above. I’d like to share this article on how to create a workflow for reference.

Let me know if that helps you get started!

All the best,

Elyse

3

Hey Elyse,
yes, thanks a lot for the recommendation. We checked with them and they are
not able to add data on a company level, which is for our b2b service
essential :disappointed_face: