Integrate HubSpot CRM with Flowlu

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Create an invoice in Flowlu for newly acquired deals in HubSpot CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Flowlu each time a deal is closed in HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new invoice in Flowlu.
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Create an invoice in Flowlu for newly acquired deals in HubSpot CRM

HubSpot CRM + Flowlu

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Supported triggers and actions

Integrate HubSpot CRM and Flowlu using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Contact updated

Triggers when the details of an existing contact are updated

Deal created

Triggers when a new deal is created

Deal updated

Triggers when a deal is updated

Engagement created

Triggers when a new engagement is created

Task created

Triggers when a new task is created

Company updated

Triggers when the details of an existing company are updated

Sales opportunity created

Triggers when a new sales opportunity is created

Issue created

Triggers when a new issue is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Account created

Triggers when a new account is created

Invoice paid

Triggers when an invoice payment is made

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create ticket

Creates a new ticket

Create contact

Creates a new contact

Create deal

Creates a new deal

Create company

Creates a new company

Create engagement

Creates a new engagement

Update contact - By email

Updates the details of the contact associated with the specified email

Associate CRM entities

Associates two existing CRM entities

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update company

Updates the details of an existing company

Create or update contact

Creates a new contact. Updates the contact details if it already exists

Fetch deal

Fetches the details of an existing deal by ID

Fetch campaign - By ID

Fetches the details of an existing campaign from HubSpot Marketing by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch contact

Fetches the details of an existing contact by VID or Email

Create task

Creates a new task

Create invoice

Creates a new invoice

Create project

Creates a new project

Create account

Creates a new account

Create sales opportunity

Creates a new sales opportunity

Update project

Updates the details of an existing project

Update sales opportunity

Updates the details of an existing sales opportunity

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Fetch account

Fetches the details of an existing account by account ID

Fetch task

Fetches the details of an existing task by task ID

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch project

Fetches the details of an existing project by project ID

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 Flowlu?

Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Technical Engineer, Master Liveaboards

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