Getting Started with Accounting in HubSpot
By directly connecting your CRM to your accounting software, you can streamline your invoicing and administrative processes through automation. For example, when a client pays their invoice, having an integrated system can match the details of the paid invoice to the appropriate CRM record.
- You can monitor the revenue flow for your accounting software and sync financial information with your customers' data and sales conversions in line with your marketing campaigns.
- You can streamline your invoicing and admin tasks through automation.
- HubSpot integrates with over 40 accounting apps.
About guest speaker
Philip Oakley system Integration expert. Working with Challenger Brands to Know Their Numbers, Systemise Their Business & Scale. Unleashed & Xero Gold Partner. Taking the ‘Eek’ out of E-commerce, For Shopify & Amazon Retailers.
Helping product and e-commerce businesses scale and streamline systems and processes. Integrating Xero, Shopify, and unleashed into your business to get better data to help you run your business.
About HubSpot Trainer
Bart Kowalczyk, Certified HubSpot Gold Partner, HubSpot Sales Coach
I am the founder and director of AutomateNow, specialising in HubSpot sales implementations.
I work mainly with businesses lost with their sales and marketing alignment. I want to reduce the time spent on systems to let you focus on the most critical asset for each business and human being – relationships.
The clients I have generated the most success for are:
1. Businesses providing IT & Software Solutions
2. Professional Firms, including Solicitors & Accountants
3. Finance & Insurance companies
4. Businesses that who ready to scale
Who should attend
This workshop is aimed at companies already using HubSpot and wants to automate their marketing and sales, save time and focus on nurturing and converting only the most relevant leads.
We support the SME community in the UK and offer numerous workshops online free of charge when you sign up early or with a small fee for last-minute bookings. Online Workshops last between 30 and 90 min and cover the following:
- monitor the revenue flow for your accounting software and sync financial information with your customers' data and sales conversions in line with your marketing campaigns.
- streamline your invoicing and admin tasks through automation.
- Integrate with over 40 accounting apps.
This event is free of charge; however, if you find these masterclasses helpful for your business, select the donation ticket.
Download and Install Zoom software. Refer to the Zoom Support Page if you have any technical problems.
Change your Zoom name to your correct name (for example: John Smith instead of John's iPhone).
*The Organisers reserve the right to cancel or amend event details, including date, time, topic, speaker, agenda and tickets.
To access our library of free training materials on HubSpot, click HERE.