How to integrate HubSpot with Money Forward Cloud Invoice to add clients to Money Forward Cloud Invoice using information from HubSpot

HubSpot and Money Forward Cloud Invoice are extremely useful services for managing the information needed for sales activities and billing operations. However, when operating sales management systems and billing management systems separately, issues such as duplicate data entry, missed updates, and human errors tend to arise. This is where the integration of HubSpot and Money Forward Cloud Invoice comes into play. By automatically reflecting the client information registered in HubSpot into Money Forward Cloud Invoice, you can reduce the effort of data entry and expect improvements in the speed and accuracy of billing processes. In this article, we will explain in detail the benefits and methods of this integration. Recommended for: - Accounting personnel who want to reduce data entry work across multiple systems - Those who find information registration in Money Forward Cloud Invoice cumbersome - Accounting personnel who want to prevent billing issues due to input errors Benefits and Examples of Integrating HubSpot and Money Forward Cloud Invoice Benefit 1: Reducing Manual Entry Effort By automatically linking client information registered in HubSpot to Money Forward Cloud Invoice, you can reduce the effort of manual entry. This not only shortens work time but also lowers the occurrence rate of human errors. For example, if you register "ABC Corporation" as a new client in HubSpot and enter its address and contact information, this information will be automatically reflected in Money Forward Cloud Invoice, allowing you to create invoices immediately. Since there are no input errors, the confirmation work can be minimized. By reducing the workload, you can create an environment where you can focus on other important tasks. Benefit 2: Speeding Up Billing Processes With automatic data integration from HubSpot, you can expect a speedy progression from client information registration to invoice issuance. Depending on the progress of sales projects, client information is immediately reflected in Money Forward Cloud Invoice, and the necessary preparations for invoice issuance are completed. For example, when a sales representative registers a deal closure in HubSpot and triggers the process, the information is automatically reflected in Money Forward Cloud Invoice, saving the representative the trouble of entering information into a separate billing system. This allows for immediate commencement of billing processes after order receipt, potentially shortening the payment cycle. Benefit 3: Adding Client Information with One Click By integrating HubSpot and Money Forward Cloud Invoice, you can add client information to Money Forward Cloud Invoice with one click from the HubSpot screen. This simple operation eliminates complex data entry tasks and allows you to proceed with work efficiently. For example, if you manage customer information in HubSpot, when adding a new customer, you can expect to save the effort of manually entering that information into Money Forward Cloud Invoice. Since the information is reflected with one click, you can save time and proceed smoothly with daily tasks. Now, let's explain how to add clients to Money Forward Cloud Invoice using HubSpot information with the no-code tool Yoom. [About Yoom] How to Add Clients to Money Forward Cloud Invoice Using HubSpot Information By integrating the systems of HubSpot and Money Forward Cloud Invoice, client information is updated quickly, allowing you to create invoices based on the latest information. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily realized without programming knowledge. We will create it in the following major processes: - Register HubSpot and Money Forward Cloud Invoice as My Apps - Use the Chrome extension trigger to start from the company detail page - Create a client by linking with Money Forward Cloud Invoice If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.

Step 1: Integrate HubSpot and Money Forward Cloud Invoice with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click HubSpot.
(3) If you have an account, click "Sign in to your HubSpot account".

(4) Enter your email address and password on the login screen and log in.
For more details on how to register My Apps in HubSpot, please visit the following site.‍

How to Register My Apps in HubSpot‍

(5) Next, integrate Money Forward Cloud Invoice. Similarly, click Money Forward Cloud Invoice from the list of new connections in Yoom.
(6) Enter your email address and log in from the Money Forward login screen.

Once the integration is complete, HubSpot and Money Forward Cloud Invoice will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Launch from the Company Details Page Using Chrome Extension Trigger

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "Launch from Company Detail Page" in the Chrome Extension Trigger. From the "Select Integration Account and Action for App Launched by Extension" screen, you can directly launch a trigger from HubSpot using the Chrome extension trigger. Please refer to the following site for how to set up triggers using the Chrome extension. Check if there are any errors in the account information linked with HubSpot, and keep the action as "Launch from Company Detail Page" when launching from the extension, then click "Next." From the "API Connection Settings for App Launched by Extension" screen, check the red line and enter the URL sample of the launch page. Once the input is complete, click "Test," and if no errors occur, click "Save" at the bottom. Step 3: Create a Client Linked with Money Forward Cloud Invoice Next, create a client linked with Money Forward Cloud Invoice. Click "Create Client." From the "Select Integration Account and Action" screen of Money Forward Cloud Invoice, check if there are any errors in the account information linked with Money Forward Cloud Invoice (v3), and keep the action as "Create Client," then click "Next." From the "API Connection Settings" screen, select the client name from the output. Other fields are not mandatory. Please fill in the necessary fields. Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save." Finally, click "Turn ON Trigger." This completes the flowbot for "Adding a Client to Money Forward Cloud Invoice Using HubSpot Information."

Other Automation Examples Using Money Forward Cloud Invoice

At Yoom, we have many other examples of automation using Money Forward Cloud Invoice, and we would like to introduce a few of them.

1. Register a Client in Money Forward Cloud Invoice When a Row is Added to Google Sheets

When a client is registered in Google Sheets, it can be automatically registered in Money Forward Cloud Invoice. This reduces the effort of manual input and helps prevent input errors. This flow is ideal for companies that use Google Sheets for information sharing between departments.

2. Update Money Forward Cloud Invoice Clients When a Google Sheets Row is Updated

When a row in Google Sheets is updated, the information is automatically reflected in Money Forward Cloud Invoice. This eliminates the need for manual updates between tools and ensures that the latest information is always shared. It is especially recommended for accountants who want to share information accurately.

3. Register a Client in Money Forward Cloud Invoice Using Information from Google Forms

By utilizing this flow, you can eliminate the manual effort of registering clients in Money Forward Cloud Invoice. This allows you to allocate time to other important tasks. Additionally, by customizing, you can send notifications to specific users upon completion of registration.

Additionally, if you would like to check out templates using HubSpot or Money Forward Cloud Invoice, please visit the following sites.

List of Flowbot Templates Using HubSpot

List of Flowbot Templates Using Money Forward Cloud Invoice

Summary

By integrating HubSpot and Money Forward Cloud Invoice, the workflow from sales to billing processing is smoothly integrated, reducing the hassle of manual input and enabling centralized data management. Preventing human errors and ensuring accurate information management can improve the productivity of the entire organization and reduce unnecessary work and troubles! It is ideal for companies operating sales management and billing management on separate systems or for those struggling with duplicate information registration. If you aim to streamline operations, take the first step towards smoother business operations by implementing the integration of both systems!