Do I need to build anything in Defontana?
No. We work with Defontana’s API and your current plan. Your accounting team keeps issuing from Defontana.
Solve · Integrations with an owner
HubSpot integration with Defontana.
Clients, quotes and invoices synchronized between HubSpot and Defontana, with code in your name and an alert if synchronization stops.
- Electronic invoice from the won deal
- Code in your name
- Alert if it stops
What we hear every week
Typical cases
You win the deal in HubSpot and type the client again in Defontana.
The quote lives in Excel and the invoice in another system.
Nobody can see from HubSpot whether the invoice was issued.
If synchronization fails, you hear it from a customer.
How we work
What syncs and in which direction
- 01HubSpot → Defontana
Clients
Company, tax ID and billing contact created or updated in Defontana.
- 02HubSpot → Defontana
Quotes
Products, quantities and terms travel from the deal.
- 03HubSpot → Defontana
Won deals
Trigger the electronic invoice with already validated data.
- 04Defontana → HubSpot
Invoices
Status, number and amount visible on the deal and the company.
What you take away
What you receive
- An integration working and tested with your own invoices.
- Code, keys and manual in your company’s name.
- Silence alert: if it stops syncing, we tell you the same day.
- A document of what syncs, what does not and why.
ERPHubSpot
Integration monitor
- Notifies the client
- Notifies the team
What to watch with Defontana
Tax authority and invoice numbers
Defontana issues the invoice with its own numbering. HubSpot never invents tax documents.
Purchase order references
Line comments travel with the item and the note lands at the foot of the document.
Depends on version and plan
We classify each point as confirmed, conditional or unsupported before committing.
Want to know if this applies to your case?
Book a 30-minute diagnostic30 minutes with Roberto. No demo and no access to your CRM.
Written guarantees
What we put in writing for this service
- Alerts.
An automatic alert tells you if an integration or form stops bringing in data. You hear it from us first.
- It’s yours.
Workflows, integrations, code and keys documented and in your name. If you change partners, you lose nothing.
We put them in writing because they are what we control.
What comes next
What comes next
Preliminary review
We confirm what your Defontana plan allows and which objects your operation uses.
Fixed price
A single price with 2 years of support, or a base price with hourly adjustments.
Monitoring in Operate
The alert is reviewed weekly in Managed and daily in Dedicated.
See operations plansOther integrations
WhatsApp, third-party portals and your own APIs, with the same method.
See all integrations
Straight talk
What we promise and what depends on your team
We leave your HubSpot prepared, connected and working. What we cannot do from outside is lead your team: that belongs to your management, and we would rather say so than promise it.
What we do
- We design HubSpot so data entry is the minimum.
- We automate what is done by hand today and connect your systems.
- We solve problems with integrations, monitors and our own tools.
- We train your key users and leave everything documented and in your name.
- We give you a usage report per person so your management can require it.
What your management leads
- Everyday use of the CRM and the team’s routines.
- An internal owner with time to decide.
- What gets fixed first and what can wait.
- Requiring the records, with the usage report in hand.
We do not become your sales manager or your team leader. We give you everything you need so you can be.
People, not tickets
Who works with you
Three fixed people know your account and answer for it. Behind them, a broad network of HubSpot specialists across Latin America supports delivery depending on the work. Based on demand and expertise, the core team or a named specialist takes the Managed or Dedicated role, always under the Revenue Architect’s guidance.
Core teamRoberto Guerra
Founder & Revenue Architect
More than 15 years in the field
Designs the CRM architecture, integrations and operation of each account. Makes sure we solve the problem, not just close the ticket.
Core teamJesús Ruiz
Senior RevOps Specialist
More than 8 years in RevOps
Technical and strategic. Builds the solutions and knows mid-size and large sales teams across industries.
Core teamBruno Henríquez
RevOps Specialist
3 years in RevOps
Technical specialist and daily support. The person you talk to most: takes your requests, solves them and keeps you posted.
- Specialist network
A broad network of HubSpot specialists
Across Latin America: integrations, data, marketing ops and development
They are available when the work calls for it, with a named user and the Revenue Architect’s guidance.
Straight answers
Frequently asked questions
What if Defontana changes its API?
With support included, it is covered as long as the integration keeps its nature. If the scope changes, we quote it at a fixed price.
Where does the code live?
In your account, with a manual and keys in your name.
How do I know it keeps working?
Through the silence alert and the review in your operations plan. If it stops syncing, we tell you the same day.
How much does it cost?
A fixed price per integration, with or without 2 years of support included. The 10-hour HubSpot Diagnostic costs 30 UF plus VAT.
Let’s talk
Tell us what is failing
Three answers and your details. We will contact you to arrange the 30-minute diagnostic.
- We review one concrete problem and its impact.
- We tell you which family fits: Start, Solve or Operate.
- If there is a fit, we agree on the next step.
Roberto GuerraFounder and Revenue Architect · accountable for your account
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