Are you losing money because your AR team is missing deadlines for creating invoices?
If so, you are not alone. We've interviewed a number of Accounts Receivable (AR) people, and we've heard that it's a common issue that Account Executives (AEs) forget to update the AR team on new deals in HubSpot.
This can lead to invoices not being created on time in Zohobooks by the AR team, which can result in lost revenue.
This is a big problem because If the AR team doesn't create an invoice, the company doesn't get paid. This can lead to cash flow problems and even bankruptcy.
But it can be solved by automating the process of new deal creation. By integrating HubSpot and ZohoBooks with Constant, we can create a system where bills are automatically created in ZohoBooks when new deals are created in HubSpot.
This will ensure that invoices are created on time and that you don't lose any revenue.
With Constant, you can connect your HubSpot CRM and ZohoBooks so that Constant can automatically create bills in ZohoBooks for new deals created in HubSpot CRM.
Here's how it works:
- When a new deal is created in HubSpot CRM, Constant will check your ZohoBooks to see if the customer is new or existing.
- If the customer is new, Constant will create a new vendor record and a new bill in ZohoBooks for the customer, using the customer's information from HubSpot CRM.
- If the customer is an existing customer, Constant will generate a new bill in ZohoBooks for the customer using the customer's existing vendor ID.
This process is fully automated, so you don't have to worry about manually updating your ZohoBooks records.
This can free up your time so you can focus on closing more deals. If you're an account executive or AR team member who is looking to automate deal updates, Constant is a great solution for you.
Here are some additional benefits of using Constant to automate the updates:
Even the most careful Account receivable team member can make mistakes, such as entering the wrong information or missing a field. These errors can lead to lost revenue, fines, and other problems.
Constant eliminates the possibility of human error during manual updates by automating the process. This means that all of the data is entered correctly, and there is no risk of errors.
This is important because data errors can have a significant impact on a business. For example, if an invoice is sent with the wrong amount, the customer may not pay it. This can lead to lost revenue and damaged relationships with customers.
It requires you to enter the same information from Hubspot CRM to Zohobooks, which can be error-prone.
Constant reads the data on HubSpot CRM - to check if the relevant order form is available on Drive or any repository - based on the terms in order for an Invoice to be created.
For example, if you use Constant to automate the process of creating invoices in ZohoBooks after account executives close the deals as closed won in Hubspot CRM, you can save hours of manual data entry.
Manually updating deals can make it difficult to keep track of the status of your deals. You may not know when a deal is closed or when an invoice is sent.
Constant gives you real-time visibility into your deal updates, so you can always stay up-to-date on the status of your deals. This is important for ensuring that your deals are on track and that you are meeting your goals.
For example, Constant can track the status of a deal from the time it is created to the time it is closed. This information can be used to identify deals that are at risk of falling through and to take corrective action. To learn more about how Constant can help you, visit our website or schedule a demo.
