Integrate HubSpot CRM with FreeAgent

Send information between HubSpot CRM and FreeAgent automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Generate an estimate within your FreeAgent automatically, When a new deal is created in HubSpot CRM

Automate the generation of estimates for new deals in your recruitment software to streamline sales and accounting processes. This flow will automatically generate an estimate within your FreeAgent whenever a new deal is created in HubSpot CRM.

How it works
  1. The flow triggers when a new deal is created in HubSpot CRM.
  2. Zoho Flow creates a new estimate in FreeAgent.
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Generate an estimate within your FreeAgent automatically, When a new deal is created in HubSpot CRM

HubSpot CRM + FreeAgent

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Create an invoice in FreeAgent for the latest closed deals in HubSpot CRM

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

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow adds a new item to an existing invoice in FreeAgent.
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Create an invoice in FreeAgent for the latest closed deals in HubSpot CRM

HubSpot CRM + FreeAgent

Build your own integrations between HubSpot CRM and FreeAgent

Connect HubSpot CRM and FreeAgent 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 FreeAgent 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

Project created

Triggers when a new project is created

Bill created

Triggers when a new bill is created

Invoice created

Triggers when a new invoice is created in the selected project

Contact created

Triggers when a new contact is created

Project note added

Triggers when a new note is added for the selected project

Estimate created

Triggers when a new estimate is created in the selected project

Price list item created

Triggers when a new price list item is created

User created

Triggers when a new user is created

Task created

Triggers when a new task is created

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 journal set

Creates a new journal set

Add invoice item

Adds a new item to an existing invoice

Add note to contact

Adds a note to the selected contact

Create expenses

Creates a new expenses

Create estimate

Creates a new estimate

Create contact

Creates a new contact

Create project

Creates a new project

Add estimate item

Adds a new item to an existing estimate

Create invoice

Creates a new invoice

Create task

Creates a new task in the selected project

Create bill

Creates a new bill

Add note to project

Adds a note to the selected project

Create credit note

Creates a new credit note

Update task

Updates the details of an existing task

Update estimate status

Updates the status of an existing estimate by ID

Update credit note status

Updates the status of an existing credit note using credit note ID

Email an invoice

Sends an existing invoice by invoice ID

Update contact

Updates details of the selected contact

Convert to credit note

Convert a draft negative invoice to a credit note

Fetch invoice

Fetches details of the exisiting invoice by ID

Fetch contact

Fetches details of the selected contact

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.

Similar apps

What is FreeAgent?

FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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