Integrate HubSpot CRM with Alegra
Send information between HubSpot CRM and Alegra automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in your Alegra when a new deal is created in HubSpot CRM
Effortlessly create accurate estimates in your billing and accounting software every time, without any manual input. This flow will create an estimate in your Alegra when a new deal is created in HubSpot CRM.
How it works
- The flow triggers when a new deal is created in HubSpot CRM.
- Zoho Flow creates a new estimate in Alegra.
Create an estimate in your Alegra when a new deal is created in HubSpot CRM
HubSpot CRM + Alegra
Create an invoice in Alegra for newly acquired deals in HubSpot CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Alegra each time a deal is won in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice in Alegra.
Create an invoice in Alegra for newly acquired deals in HubSpot CRM
HubSpot CRM + Alegra
Build your own integrations between HubSpot CRM and Alegra
Connect HubSpot CRM and Alegra with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate HubSpot CRM and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Email created
Triggers when a new email is created
Meeting created
Triggers when a new meeting is created
Deal created or updated
Triggers when a deal is created or updated
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Invoice created
Triggers when a new invoice is created
Product or service created
Triggers when a new product or service is created
Payment recorded
Triggers when a new payment is recorded
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create company
Creates a new company
Create deal
Creates a new deal
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Update company
Updates the details of an existing company
Update contact - By VID
Updates the details of a contact associated with the specified VID
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of an existing contact associated with the specified email
Fetch company - By name
Fetches the details of an existing company by name
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch company - By ID
Fetches the details of an existing company by ID
Create estimate
Creates a new estimate
Create item
Creates a new item
Send estimate
Sends an estimate through email
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Send invoice
Sends an invoice through email
Fetch contact
Fetches the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch item
Fetches the details of an existing item
What is HubSpot CRM?
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.
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What is Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
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Logic
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Custom functions
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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