Integrate HubSpot CRM with Upflow
Send information between HubSpot CRM and Upflow automatically, without writing any code, using Zoho Flow.
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Create an invoice in Upflow for recently won deals in HubSpot CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Upflow 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 in Upflow.
Create an invoice in Upflow for recently won deals in HubSpot CRM
HubSpot CRM + Upflow
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Supported triggers and actions
Integrate HubSpot CRM and Upflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created or updated
Triggers when a deal is created or updated
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Email created
Triggers when a new email is created
Meeting created
Triggers when a new meeting is created
Payment created
Triggers when a new payment is created
Customer added
Triggers when a new customer is added
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create deal
Creates a new deal
Create task
Creates a new task
Create ticket
Creates a new ticket
Create company
Creates a new company
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Update contact - By email
Updates the details of an existing 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
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch company - By name
Fetches the details of an existing company by name
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch company - By ID
Fetches the details of an existing company by ID
Create payment
Creates a payment entry
Create customer contact
Creates a new customer contact
Create invoice
Creates a new invoice
Create customer
Creates a new customer
Update customer
Updates the details of an existing customer
What is Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
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 >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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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.
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Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
