You can automatically generate a new invoice in LexOffice whenever you mark a deal as 'closed-won' in HubSpot. This helps you quickly move from sales to billing, ensuring you don't miss invoicing any new deals.
Keep your client records up-to-date by syncing any changes in HubSpot contact info straight to LexOffice. This reduces manual data entry and helps maintain accuracy across your systems.
Whenever a new lead is added in HubSpot, you can automatically create a corresponding contact in LexOffice. This helps you prepare for billing right from the start without needing separate entries.
Ensure your financial data reflects your sales pipeline by updating LexOffice with details from HubSpot deals. This way, you get a clearer picture of upcoming revenues and financial planning.
Set up automatic tasks in HubSpot when an invoice is created in LexOffice. This means you can easily follow up with clients post-invoicing, enhancing customer service and debt collection processes.
And much more...