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Operations

Finance

Marketing

Once a quote is approved, move directly into contract creation. Our integration ensures that contracts can be generated quickly and managed within your workflow, keeping compliance and accuracy in check. With automation at each stage, from drafting to final signatures, you minimize errors and ensure that the contract reflects the agreed-upon terms, preparing you for the next step: order processing.

Once the order is processed, our billing integration takes over. Linked directly to your contracts and orders, invoices are generated automatically, ensuring accuracy and a seamless financial handoff. Manage payments and recurring charges with ease, ensuring that all aspects of the transaction are handled efficiently from start to finish.

After the contract is signed, orders are processed effortlessly. Our integration syncs with your inventory and fulfillment systems, ensuring that the terms from the contract carry through to the order stage. With real-time visibility, you can track orders and ensure that everything is in place for delivery, leading smoothly into the final step: billing.

Kickstart the process by creating accurate and professional quotes with ease. Our integration allows you to pull in customer data, pricing, and product details from existing systems, ensuring consistency and precision. By streamlining the quoting stage, you set clear expectations and lay a strong foundation for the next step: contract negotiation.

name

address

annualrevenue

are_your_systems_on_prem__cloud_hosted_or_both_

associatedcompanyid

associatedcompanylastupdated

campaign

city

closedate

company

company_size

conversion_url

country

createdate

currentlyinworkflow

date_of_birth

days_to_close

degree

email

engagements_last_meeting_booked

engagements_last_meeting_booked_campaign

engagements_last_meeting_booked_medium

engagements_last_meeting_booked_source

external_blog_subscription_status

field_of_study

first_conversion_date

first_conversion_event_name

first_deal_created_date

followercount

form

form_source

gender

graduation_date

how_many_systems_would_you_like_to_connect_

hs_additional_emails

hs_all_accessible_team_ids

hs_all_assigned_business_unit_ids

hs_all_contact_vids

hs_all_owner_ids

hs_all_team_ids

hs_analytics_average_page_views

hs_analytics_first_referrer

hs_analytics_first_timestamp

hs_analytics_first_touch_converting_campaign

hs_analytics_first_url

hs_analytics_first_visit_timestamp

hs_analytics_last_referrer

hs_analytics_last_timestamp

hs_analytics_last_touch_converting_campaign

hs_analytics_last_url

hs_analytics_last_visit_timestamp

hs_analytics_num_event_completions

hs_analytics_num_page_views

hs_analytics_num_visits

hs_analytics_revenue

hs_analytics_source

hs_analytics_source_data_1

hs_analytics_source_data_2

hs_associated_target_accounts

hs_avatar_filemanager_key

hs_buying_role

hs_calculated_form_submissions

hs_calculated_merged_vids

hs_calculated_mobile_number

hs_calculated_phone_number

hs_calculated_phone_number_area_code

hs_calculated_phone_number_country_code

hs_calculated_phone_number_region_code

hs_clicked_linkedin_ad

hs_contact_enrichment_opt_out

hs_contact_enrichment_opt_out_timestamp

hs_content_membership_email

hs_content_membership_email_confirmed

hs_content_membership_follow_up_enqueued_at

hs_content_membership_notes

hs_content_membership_registered_at

hs_content_membership_registration_domain_sent_to

hs_content_membership_registration_email_sent_at

hs_content_membership_status

hs_conversations_visitor_email

hs_count_is_unworked

hs_count_is_worked

hs_country_region_code

hs_created_by_conversations

hs_created_by_user_id

hs_createdate

hs_currently_enrolled_in_prospecting_agent

hs_data_privacy_ads_consent

hs_date_entered_230931214

hs_date_entered_61808158

hs_date_entered_61835613

hs_date_entered_69705804

hs_date_entered_80363871

hs_date_entered_customer

hs_date_entered_evangelist

hs_date_entered_lead

hs_date_entered_marketingqualifiedlead

hs_date_entered_opportunity

hs_date_entered_other

Healthcare

Hospitality

Education

Logistics

Manufacturing

Retail and eCommerce

Our integration solutions consist of two essential components: a source connection and a destination connection. If you have two systems from our approved list, our team will build your integration at no charge, based on the following conditions:

Eligibility: If both of your systems are on our list and meet the conditions of cloud and recent on-premise versions of the software, the commercially marketable components of the integration build will be covered by our team.

Edge-Case Solutions: If only part of your solution qualifies as commercially marketable, we will cover the development cost for the marketable portion of the solution. Any unique specifications of the solution will require a paid engagement.

Evaluation for Single Listed System: If you have only one system on our preferred list and wish to connect it to another system not listed, our team will evaluate whether the unlisted system qualifies under the same offer terms.

Unlisted Systems: Systems that are not on our preferred list may require a paid engagement, specifically in the following scenarios:Outdated on-premise versions.Niche or custom-built systems.Systems deemed not commercially marketable by our product team.

Review During Sales Process: During the sales process, we will review your exact design and specifications to determine eligibility.

On-Premises System Requirements: On-premise systems that are not the latest versions, they must still be considered reasonably commercially marketable by our product team to qualify for covered development costs.

Additional Conditions: Additional exclusions and conditions may apply, which are not fully detailed in this summary.

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