CRM
Moving past-due HubSpot customers into collections
HubSpot organizes your marketing, sales and service activity around company, contact and deal records. On request, we define with you which of those records Fortis would need to pursue your past-due invoices.
Markets: Germany · Europe · USA
Other systems on request
Apart from DATEV and Lexware Office, which you connect yourself in the portal, these systems are still being added to the Fortis system. To use one of them, please contact us through the request form or at info@fortis-inkasso.de. Until then, you can hand over open items from any system with the CSV bulk import in the portal.
How Fortis works with HubSpot
On request, and after review and individual activation, delinquent customers could be passed from HubSpot to Fortis along with their company and contact details. Fortis would then handle payment reminders and collections and report each case's status back as agreed, so your team can follow progress on the related contact record.
Apart from DATEV and Lexware Office, these systems are still being added; to use one of them, please contact us directly.
Typical data from HubSpot
- Companies and associated contacts
- Contact email addresses and phone numbers
- Deals and deal stages
- Service tickets
Which data is transferred is agreed with you when access is activated.
How to get access to other systems
- 1
Submit a request
Choose your system and tell us briefly which receivables data you want to send.
- 2
Review by Fortis
We review your request and align the technical requirements with you.
- 3
Individual activation
Once approved, you send open receivables to Fortis directly from your system.
Related integrations
Prefer to connect through the Fortis API?
After review, you can link your own systems to Fortis through an individual API integration.
HubSpot is a trademark of its respective owner. Its mention describes an integration Fortis reviews on request and does not imply any cooperation with the vendor.