With the Severa-Hubspot integration, you connect the sales and marketing data stored in Hubspot with Severa's resource information. This way, all your company's teams are always up-to-date with the work situation.
The integration helps reduce unnecessary manual work between sales and production, increases production forecasting, and thereby eases the daily life of the salesperson and individual project manager.
The integration also improves sales and marketing understanding of which types of customers and projects are the most profitable in terms of input-output ratio.
Information transferred in the integration
| Information | To Severa | From Severa |
| Customers | Automatic | Automatic |
| Contacts | Automatic | Not possible |
| Projects | Automatic | Automatic |
| Purchase orders | Not possible | Not possible |
| Sales invoices | Not possible | Not possible |
| Travel reimbursements | Not possible | Not possible |
| Activities | Not possible | Not possible |
| Severa users | Not possible | Not possible |
| Work hour entries | Not possible | Not possible |
Project synchronization from Hubspot to Severa
Up-to-date tracking of the sales pipeline and forecasting resource needs even before customers move from sales to production. In the integration, it can be defined, for example, that the information of a deal created in Hubspot is synchronized to Severa, and the project details created in Severa are transferred to Hubspot's CRM.
Synchronization of closed projects in Severa to Hubspot
The total amounts of realized billing and margin are transferred to Hubspot. When a project is closed in Severa, the information from the completed project is automatically transferred to Hubspot's customer-specific data.
The integration is implemented by Kaks.io and can be customized for each customer regarding the transferred information. Read more and contact Kaks.io regarding the integration.
Did you find it helpful? Yes No
Send feedback