Integrate HubSpot CRM with LessAccounting
Send information between HubSpot CRM and LessAccounting automatically, without writing any code, using Zoho Flow.
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Create an invoice in LessAccounting for newly acquired deals in HubSpot CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in LessAccounting for every finalised deal in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow adds a new invoice in LessAccounting.
Create an invoice in LessAccounting for newly acquired deals in HubSpot CRM
HubSpot CRM + LessAccounting
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Supported triggers and actions
Integrate HubSpot CRM and LessAccounting 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
Invoice created
Triggers when a new invoice is added
Payment created
Triggers when a new payment is created
Business created
Triggers when you add a new business
Expense created
Triggers when a new expense is added
Contact created
Triggers when you add a new contact
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 contact
Adds a new contact
Add line item
Adds a new line item in the specified proposal or invoice
Create expense
Adds a new expense
Create invoice
Adds a new invoice
Update contact
Updates the details of an existing contact
Fetch payment
Fetches the details of an existing payment
Fetch contact
Fetches the details of an existing contact
Fetch expense
Fetches the details of an existing expense
Fetch invoice
Fetches the details of an existing invoice
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 LessAccounting?
LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.
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