Integrate HubSpot CRM with Saasu
Send information between HubSpot CRM and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for newly acquired deals in HubSpot CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Saasu each time 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 with item layout and inventory items in Saasu.
Create an invoice in Saasu for newly acquired deals in HubSpot CRM
HubSpot CRM + Saasu
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Supported triggers and actions
Integrate HubSpot CRM and Saasu 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 contact
Triggers when a new contact is created
New activity
Triggers when a new activity is created
New item
Triggers when a new item is created
New purchase order
Triggers when a new purchase order is created
New invoice
Triggers when a new invoice is created
Contact updated
Triggers when the details of an existing contact are updated
New company
Triggers when a new company 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 contact
Creates a new contact
Create activity
Creates a new activity
Create item
Creates a new item
Create inventory adjustment
Creates a new inventory adjustmemt
Create journal
Creates a new journal
Create account
Creates a new account
Create service invoice
Creates a new invoice with service layout
Create item invoice
Creates a new invoice with item layout and inventory items
Create company
Creates a new company
Update inventory adjustment
Updates the details of an existing inventory adjustment
Update contact
Updates details of the selected contact
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Update journal
Updates the details of an existing journal
Update company
Updates the details of an existing company
Update account
Updates the details of an existing account
Fetch contact
Fetches details of the selected contact
Update activity
Updates the details of an existing activity
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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 Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
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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.
Learn more >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
Owain ap Rees
Sales Director, Artico
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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
