Integrate HubSpot CRM with Freee
Send information between HubSpot CRM and Freee automatically, without writing any code, using Zoho Flow.
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Create an invoice in Freee for recently won deals in HubSpot CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Freee whenever 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 for the selected company in Freee.
Create an invoice in Freee for recently won deals in HubSpot CRM
HubSpot CRM + Freee
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Supported triggers and actions
Integrate HubSpot CRM and Freee 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
Invoice added
Triggers when a new invoice is added for the selected company
Transaction added
Triggers when a new transaction is added for the selected company
Partner added
Triggers when a new partner is created
Item added
Triggers when a new item is added under the selected company
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
Create invoice
Creates a new invoice for the selected company
Create partner
Creates a new partner for the selected company
Create transaction
Creates a new transaction for the selected company
Create item
Creates a new item under the selected company
Update partner
Updates the details of an existing partner
Fetch account item by ID
Fetches the details of an existing account item by ID
Fetch supplier by ID
Fetches the details of an existing supplier by ID
Fetch tag by ID
Fetches a tag by ID
Fetch tax by code
Fetches the details of a tax by code
Fetch department by ID
Fetches the details of an existing department by ID
Fetch walletable account by ID
Fetches the details of a walletable account by ID
Fetch supplier by name
Fetches the details of an existing supplier by name
Fetch tag by name
Fetches a tag by name
Fetch company by ID
Fetches the details of an existing company by ID
Fetch item by ID
Fetches the details of an existing item by ID
Fetch account item by name
Fetches the details of an existing account item by name
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 Freee?
Freee is a cloud-based accounting and HR software that simplifies key tasks such as accounting, settlement, management analysis, and departmental income and expenditure management.
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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