Integrate HubSpot CRM with FastBill
Send information between HubSpot CRM and FastBill automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Prepare an estimate in FastBill for new deals created in your HubSpot CRM
Automate the generation of estimates for new deals in your recruitment software to streamline sales and accounting processes. This flow will prepare an estimate in FastBill for a new deal created in your HubSpot CRM.
How it works
- The flow triggers when a new deal is created in HubSpot CRM.
- Zoho Flow creates a new estimate in FastBill.
Prepare an estimate in FastBill for new deals created in your HubSpot CRM
HubSpot CRM + FastBill
Generate an invoice in FastBill for newly closed deals in HubSpot CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in FastBill each time a deal is closed in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice in FastBill.
Generate an invoice in FastBill for newly closed deals in HubSpot CRM
HubSpot CRM + FastBill
Build your own integrations between HubSpot CRM and FastBill
Connect HubSpot CRM and FastBill 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 FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Company created or updated
Triggers when a new company is created or details of an existing company is updated
Company created
Triggers when a new company is created
Deal created or updated
Triggers when a new deal is created or details of an existing deal is updated
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Meeting created
Triggers when a new meeting is created
Contact created or updated
Triggers when a new contact is created or details of an existing contact is updated
Email created
Triggers when a new email is created
Estimate created
Triggers when a new estimate is created
Project created
Triggers when a new project is created
Revenue created
Triggers when a new revenue is created
Customer updated
Triggers when the details of an existing customer are updated
Template created
Triggers when a new template is created
Contact created
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact are updated
Time created
Triggers when a new time is created
Invoice created
Triggers when a new invoice is created
Product created
Triggers when a new product is created
Customer created
Triggers when a new customer is created
Estimate updated
Triggers when the details of an existing estimate are updated
Expense created
Triggers when a new expense is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create contact
Creates a new contact
Create deal
Creates a new deal
Create email
Creates a new email
Create task
Creates a new task
Create meeting
Creates a new meeting
Create ticket
Creates a new ticket
Update contact - By VID
Updates the details of a contact associated with the specified VID
Associate CRM entities
Associates two existing CRM entities
Create or update contact
Creates a new contact or updates the details of an existing contact
Update company
Updates the details of an existing company by ID
Update contact - By email
Updates the details of an existing contact associated with the specified email
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch ticket pipeline - By name
Fetches the details of the existing pipeline of the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch company - By name
Fetches the details of an existing company by name
Fetch ticket pipeline stage - By name
Fetches the details of the existing stages in the pipeline of the ticket by name
Invoice paid
Marks an invoice as paid
Create project
Creates a new project
Cancel invoice
Cancels an invoice
Create time
Creates a new time
Create recurring invoice
Creates a new recurring invoice
Create expense
Creates a new expense
Create revenue
Creates a new revenue
Complete invoice
Completes an unfinished invoice
Create invoice
Creates a new invoice
Create product
Creates a new product
Create customer
Creates a new customer
Create contact
Creates a new contact
Create estimate
Creates a new estimate
Send invoice
Sends a completed invoice through email
Update customer
Updates the details of an existing customer
Update contact
Updates the details of an existing contact
Update product
Updates the details of an existing product
Update recurring invoice
Updates the details of an existing recurring invoice
Update time
Updates the details of an existing time
Update project
Update the details of an existing project
Update invoice
Updates the details of an existing invoice
Fetch contact
Fetches the details of an existing contact using ID
Fetch product
Fetches the details of an existing product using ID
Fetch recurring invoice
Fetches the details of an existing recurring invoice using ID
Fetch customer
Fetches the details of an existing customer using ID
Fetch estimate
Fetches the details of an existing estimate using ID
Fetch project
Fetches the details of an existing project using ID
Fetch invoice
Fetches the details of an existing invoice using ID
Fetch expense
Fetches the details of an existing expense using ID
Fetch revenue
Fetches the details of an existing revenue using ID
What is FastBill?
FastBill is an online accounting application for small businesses and entrepreneurs. It lets you create invoices and estimates, capture and archive receipts, analyze your financials, and hand over monthly reports to your accountant with just one click.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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