Integrate HubSpot CRM with MYOB AccountRight Live
Send information between HubSpot CRM and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.
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Create an invoice in MYOB AccountRight Live for newly acquired deals in HubSpot CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in MYOB AccountRight Live for every finalised deal in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice in MYOB AccountRight Live.
Create an invoice in MYOB AccountRight Live for newly acquired deals in HubSpot CRM
HubSpot CRM + MYOB AccountRight Live
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Supported triggers and actions
Integrate HubSpot CRM and MYOB AccountRight Live 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
New invoice
Triggers when a new invoice is generated
New employee
Triggers when a new employee is created
New supplier
Triggers when a new supplier is created
New bill
Triggers when a new bill is created
New item sale
Triggers when a new sale is recorded
New customer
Triggers when a new customer 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 item
Creates a new item in the inventory
Create employee
Creates a new employee
Create customer
Creates a new customer
Create purchase item order
Creates a new purchase item order
Create sales order
Creates a new sales order
Create timesheet entry
Creates a new timesheet entry for an employee
Create supplier
Creates a new supplier
Create bill
Creates a bill for the specified supplier
Create invoice
Creates a new invoice
Update customer
Updates the details of an existing customer
Update item
Updates the details of an existing item
Fetch customer
Fetches the details of an existing customer
Fetch item
Fetches the details of an existing item by UID
Fetch employee
Fetches an employee by display ID or email
Fetch bill
Fetches a bill by type and ID
Fetch invoice
Fetches an invoice by UID
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 MYOB AccountRight Live?
MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.
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