Visma eAccounting + Marketo Integration

Integrate Marketo to Visma eAccounting in one click, or tell Integrately AI how you want each customer handled. Create Marketo records for new customers, sync invoice details, update opportunities, and keep your marketing platform current automatically.

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1.
  • Visma eAccounting
    Sales invoice is created in Visma eAccounting
  • Visma eAccounting
    Purchase invoice is created in Visma eAccounting
  • Visma eAccounting
    Supplier is created in Visma eAccounting
  • Visma eAccounting
    Customer is created in Visma eAccounting
  • Visma eAccounting
    Purchase invoice draft is created in Visma eAccounting
  • Visma eAccounting
    Order is created in Visma eAccounting
  • Visma eAccounting
    Article is created in Visma eAccounting
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2.
  • Visma eAccounting
    Search article by name in Visma eAccounting
  • Visma eAccounting
    Create purchase invoice draft in Visma eAccounting
  • Visma eAccounting
    Create sales invoice draft in Visma eAccounting
  • Visma eAccounting
    Search sales invoice by custome name in Visma eAccounting
  • Visma eAccounting
    Search supplier in Visma eAccounting
  • Visma eAccounting
    Search order by customer name in Visma eAccounting
  • Visma eAccounting
    Create draft order in Visma eAccounting
  • Visma eAccounting
    Create supplier in Visma eAccounting
  • Visma eAccounting
    Search customer in Visma eAccounting
  • Visma eAccounting
    Create customer in Visma eAccounting
  • Visma eAccounting
    Create article in Visma eAccounting
  • Marketo
    Create or update person in Marketo
  • Marketo
    Add Person to a list in Marketo
  • Marketo
    Search person in Marketo
  • Marketo
    Create or update custom object record in Marketo
  • Marketo
    Create or update opportunity in Marketo
  • Marketo
    Search Opportunity in Marketo
  • Marketo
    Search custom object record in Marketo

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Ready Workflows Ready Workflows for Marketo + Visma eAccounting Integration

Create Marketo records for new customers, sync sales invoices, update custom objects, and route leads, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Marketo + Visma eAccounting flow

Push new accounting records to your CRM, alert your team on messaging apps, and log financial metrics in sheets. Pick a combination and activate it in one click.

Visma eAccounting
Marketo
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SalesforceSalesforce (5)
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HubSpotHubSpot (5)
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StripeStripe (4)
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ShopifyShopify (4)
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Google SheetsGoogle Sheets (4)
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SlackSlack (4)
V
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Add every new Visma eAccounting customer to Marketo, and create a matching contact in Salesforce
New Visma eAccounting customers appear in Marketo as new persons and create contacts in Salesforce instantly, eliminating manual data entry across systems.
V
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When a sales invoice is created in Visma eAccounting, search the person in Marketo and create a task in Salesforce
Visma eAccounting sales invoices locate matching Marketo persons and schedule follow-up tasks in Salesforce without manual searching.
V
M
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When an order is created in Visma eAccounting, update Marketo opportunities and update the deal in Salesforce
New Visma eAccounting orders update Marketo opportunity records and sync deal stages in Salesforce automatically.
V
M
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Use Claude to evaluate new Visma eAccounting customer data, update Marketo, and create a lead in Salesforce
Claude reviews new Visma eAccounting customer profiles, updates Marketo records, and provisions qualified leads in Salesforce.
V
M
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When a customer is created in Visma eAccounting, update Marketo, create a Salesforce contact, and alert your team in Slack
New Visma eAccounting customers update Marketo, populate Salesforce contacts, and trigger instant Slack notifications for the team.

Supported triggers and actions for Visma eAccounting and Marketo

Mix and match to build the exact automation you need

Visma eAccounting
Visma eAccounting Triggers & Actions
Sales invoice is created in Visma eAccounting
Triggers when a new sales invoice is created
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Purchase invoice is created in Visma eAccounting
Triggers when a new purchase invoice is created
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Supplier is created in Visma eAccounting
Triggers when a new supplier is created
Try it โ†’
Customer is created in Visma eAccounting
Triggers when a new customer is created
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Purchase invoice draft is created in Visma eAccounting
Triggers when a new purchase invoice draft is created
Try it โ†’
Order is created in Visma eAccounting
Triggers when a new order is created
Try it โ†’
Article is created in Visma eAccounting
Triggers when a new article is created
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Search article by name in Visma eAccounting
Search for articles
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Create purchase invoice draft in Visma eAccounting
Create a new purchase invoice draft
Try it โ†’
Create sales invoice draft in Visma eAccounting
Create a new sales invoice draft
Try it โ†’
Search sales invoice by custome name in Visma eAccounting
Search for Sales invoice
Try it โ†’
Search supplier in Visma eAccounting
Search for suppliers
Try it โ†’
Search order by customer name in Visma eAccounting
Search for articles
Try it โ†’
Create draft order in Visma eAccounting
Create a new draft order
Try it โ†’
Create supplier in Visma eAccounting
Create a new supplier
Try it โ†’
Search customer in Visma eAccounting
Search for customers
Try it โ†’
Create customer in Visma eAccounting
Create a new customer
Try it โ†’
Create article in Visma eAccounting
Create a new article
Try it โ†’
Marketo
Marketo Triggers & Actions
No trigger is available
Create or update person in Marketo
Generates a new invoice
Try it โ†’
Add Person to a list in Marketo
Adds a person to a list or group
Try it โ†’
Search person in Marketo
Retrieves information about a person
Try it โ†’
Create or update custom object record in Marketo
Creates or updates a custom object record
Try it โ†’
Create or update opportunity in Marketo
Creates or updates a sales opportunity
Try it โ†’
Search Opportunity in Marketo
Searches for a opportunity
Try it โ†’
Search custom object record in Marketo
Searches for a custom object record
Try it โ†’

What can you automate with Marketo + Visma eAccounting?

Streamline your customer engagement and accounting workflows with powerful automated triggers and actions.

What you can automate?
๐Ÿ”„
Sync new customers to Marketo automatically
Create or update person records in Marketo the moment a customer is created in Visma eAccounting. Eliminate manual data entry and keep your marketing platform perfectly aligned with your billing ledger.
๐Ÿงพ
Capture every invoice and order detail
Map complete sales invoice and order parameters from Visma eAccounting into Marketo opportunities and custom objects. Ensure your marketing team has full visibility into transaction amounts and line items.
๐Ÿ“ข
Alert your team the second deals close
Trigger instant team notifications in Slack or email whenever a new customer account or sales invoice is created in Visma eAccounting. Keep stakeholders informed without checking multiple dashboards.
๐Ÿ”€
Route transactions conditionally by value
Apply different Marketo actions or create tailored CRM tasks based on whether a Visma eAccounting invoice or order exceeds specific monetary thresholds. Tailor your follow-up workflows intelligently.
๐Ÿ”„
Keep marketing records updated as accounts evolve
Automatically search and update Marketo person records and custom objects whenever customer details or sales invoices change in Visma eAccounting. Maintain pristine data hygiene across all tools.
๐Ÿ›ก๏ธ
Prevent duplicate records with smart matching
Search existing person and opportunity records in Marketo before creating new entries from Visma eAccounting data. Keep your database clean and free of redundant customer profiles.
๐Ÿ“ˆ
Handle order and invoice status updates
Reflect new purchase invoices, drafts, and order creations from Visma eAccounting directly in Marketo opportunities. Track the complete lifecycle of every customer transaction.
๐Ÿ”Œ
Extend your workflow to external apps
Connect your Marketo and Visma eAccounting flow with popular tools like Salesforce, HubSpot, Stripe, or Google Sheets to build multi-app pipelines that span your entire tech stack.
And much more...

Who is Marketo + Visma eAccounting integration for?

Marketing and finance professionals managing customer data and invoicing workflows benefit by eliminating manual entry and keeping both platforms perfectly synchronized.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Billing coordinators
Billing coordinators
Revenue operations specialists
Revenue operations specialists
Finance analysts
Finance analysts
๐Ÿ“ˆ
Performance marketers
You're running campaigns and tracking revenue against accounting targets, but your marketing platform only updates when someone manually exports customer lists, so the conversion counts you're optimising against are always a few hours behind โ€” automating both apps means every new customer record lands in Marketo instantly and your campaign data stays current.
โšก
Sales managers
You need to initiate outreach the moment a new order or invoice is generated, but finding out about transactions hours later delays your sales team's response time โ€” this integration means every Visma eAccounting transaction triggers Marketo opportunities instantly and your reps can engage leads without delay.
๐Ÿค
Account executives
You answer to clients who expect their billing and contact records to reflect accurately across all systems immediately after signing, but manual data entry causes embarrassing delays โ€” automating both apps means client profiles update across Marketo and your accounting ledger simultaneously, ensuring flawless client visibility.
๐Ÿ“Š
Billing coordinators
The volume of daily invoices and customer signups is too high for anyone to keep up by hand, leading to missed records and mismatched contact details โ€” connecting these apps means every Visma eAccounting invoice automatically updates Marketo records without manual intervention or data gaps.
๐Ÿ”„
Revenue operations specialists
You own the handoff from finance to marketing and depend on timely customer creation data to trigger automated nurturing sequences, but manual syncing holds up the pipeline โ€” this integration means every new Visma eAccounting customer instantly populates Marketo so nurturing sequences begin without friction.
๐Ÿ—‚๏ธ
Finance analysts
You need a reliable, complete transaction history in your marketing platform to evaluate campaign ROI, but manual data transfers keep leaving gaps in your records โ€” automating both apps means every financial record maps directly to Marketo custom objects, providing an audit-ready history for revenue attribution.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Visma eAccounting + Marketo

Build and manage your Visma eAccounting + Marketo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Visma eAccounting + Marketo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Marketo to Visma eAccounting?
Frequently Asked Questions
You can connect Marketo to Visma eAccounting in 1 click using ready workflows on Integrately. Link your accounts, select a template, and start automating your data sync alongside tools like Salesforce, HubSpot, and Slack with Integrately AI.
Can I automatically sync Visma eAccounting customers to Marketo?
Frequently Asked Questions
Can I connect Marketo, Visma eAccounting, and Salesforce?
Frequently Asked Questions
What is a good Zapier alternative for Marketo and Visma eAccounting?
Frequently Asked Questions
How are Marketo person records updated from Visma eAccounting?
Frequently Asked Questions
Can I track Visma eAccounting sales invoices in Marketo?
Frequently Asked Questions
Do I need coding skills to automate Marketo and Visma eAccounting?
Frequently Asked Questions
Is the Marketo and Visma eAccounting integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Marketo or Visma eAccounting With 1500+ Other Apps

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Visma eAccounting
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