freee Accounting is an easy-to-use tool with excellent operability, even for beginners. Its automatic journal entry feature supports the efficiency of accounting tasks, allowing use without bookkeeping knowledge.
However, as the number of clients increases, manually adding client information to freee Accounting may become burdensome.
Therefore, we recommend the flow introduced this time.
This article explains the benefits and setup methods of integrating HubSpot with freee Accounting.
This article is recommended for
The content introduced this time is recommended for the following people!
- Those who are utilizing both HubSpot and freee Accounting
- Accounting or sales personnel who want to prevent business troubles due to data entry errors
- Those who have already implemented HubSpot or freee Accounting and aim for further operational efficiency
Benefits and Examples of Integrating HubSpot and freee Accounting
Benefit 1: Reduction of Data Entry Errors
Manual data entry is prone to errors. Especially when transferring information between different systems, the likelihood of mistakes increases.
For example, if a sales representative makes a typo in the client name or address entered in HubSpot, and the accounting personnel manually enter it into freee Accounting based on that, incorrect invoices may be issued.
Such errors can not only damage trust from clients but also hinder your company's accounting processes.
By integrating HubSpot and freee Accounting, the accurate information entered by the sales representative is directly reflected in freee Accounting, preventing issues like invoice issuance errors.
As a result, it enables quick billing operations based on accurate data, strengthening relationships with clients and building a sound management foundation.
Benefit 2: Reduction of Workload for Personnel
In companies that use multiple systems like HubSpot and freee Accounting, manual data entry is a major factor that increases workload.
Data that tends to be managed redundantly across systems, such as client information, not only consumes a surprising amount of time but also leads to psychological burdens.
For example, when the marketing department registers lead information obtained at a seminar into HubSpot and then re-enters order data into freee Accounting, the need to manually enter the same data multiple times can strain the personnel's work hours.
By utilizing automation, tasks like manually registering the same client information into freee Accounting while checking it are no longer necessary.
As a result, the time previously spent on manual entry of client information can be allocated to tasks such as checking invoice discrepancies, handling irregular billing processes, and following up with clients.
Benefit 3: Standardization of Business Processes
With manual work, the method and format of information entry can vary by personnel, leading to data inconsistencies.
For example, if sales representatives enter customer information into HubSpot with different items or inconsistent formats depending on the department, it may cause confirmation tasks or hinder data analysis when accounting personnel register client information into freee Accounting.
By integrating HubSpot and freee Accounting, customer information entered by personnel is automatically reflected in freee Accounting according to pre-set rules, enabling accurate and reliable data-based analysis for sales and customer analysis.
Standardizing business processes prevents individualization and enables efficient business operations across the organization.
In this article, we will proceed with the integration using Yoom.
If you haven't used it yet, please check out Getting Started with Yoom.
Now, let's explain how to use the no-code tool Yoom to add clients from HubSpot to freee Accounting.
[What is Yoom]
How to Create an Integration Flow between HubSpot and freee Accounting
It is possible to achieve this by using a Chrome extension to receive notifications when a client is registered in HubSpot via HubSpot's API, and then adding the client information registered in HubSpot to freee Accounting using its API.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.
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