Integrate Zoho Billing with HubSpot CRM
Send information between Zoho Billing and HubSpot CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Billing and HubSpot CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Subscription upgraded
Triggers when an existing subscription is upgraded
Payment refunded
Triggers when a payment is refunded to a customer
Subscription resumed
Triggers when a subscription is resumed
Payment successful
Triggers when a payment is processed successfully
Payment method added
Triggers when a new payment method is added
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Subscription paused
Triggers when a subscription is paused
Subscription activated
Triggers when a new subscription is activated
Subscription created
Triggers when a new subscription is created
Subscription deleted
Triggers when a subscription is deleted
Plan updated
Triggers when any detail of an existing plan is updated
Payment failed
Triggers when there is an error in processing a payment
Subscription renewed
Triggers when a subscription is renewed
Customer updated
Triggers when the details of an existing customer are updated
Subscription canceled
Triggers when a subscription is canceled
Invoice updated
Triggers when any detail of an existing invoice is updated
Estimate created
Triggers when a new estimate is created
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Estimate updated
Triggers when the details of an existing estimate are updated
Card added
Triggers when a new card is added
Subscription downgraded
Triggers when a subscription is downgraded
Invoice created
Triggers when a new invoice is created
Subscription reactivated
Triggers when a subscription is reactivated
Customer created
Triggers when a new customer is created
Payment method removed
Triggers when an existing payment method is removed
Subscription updated
Triggers when the details of an existing subscription are updated
Plan added
Triggers when a new plan is added
Product created
Triggers when a new product is created
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Subscription expired
Triggers when a subscription expires
Payment method updated
Triggers when the details of an existing payment method are updated
Company created or updated
Triggers when a new company is created or details of an existing company is updated
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
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 or updated
Triggers when a new contact is created or details of an existing contact is updated
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
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Update next billing date
Updates the next billing date of an existing subscription
Associate coupon
Associates a coupon with the selected subscription
Update estimate status
Updates the status of an existing estimate
Create estimate
Creates a new estimate
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Create item
Creates a new item
Send customer statement
Sends an existing customer statement to the specified email addresses
Create coupon
Creates a new coupon
Send estimate
Sends an existing estimate to the specified recipients
Cancel subscription
Cancels the specified subscription
Create subscription
Creates a new subscription
Enable portal access
Enables portal access for the specified customer
Send invoice
Sends an existing invoice to the specified recipients
Create subscription estimate
Creates a new subscription estimate
Create invoice
Creates a new invoice
Record customer payment
Records a payment for an existing customer invoice
Renew subscription
Renews an existing subscription
Update item
Updates the details of an existing item
Update invoice
Updates the details of an existing invoice
Update coupon
Updates the details of an existing coupon
Update customer
Updates the details of an existing customer
Update subscription
Updates the details of an existing subscription
Update coupon status
Updates the status of the specified coupon
Update estimate
Updates the details of an existing estimate
Fetch item
Fetches the details of an existing item by ID or name or SKU
Fetch plan
Fetches the details of an existing plan by code or name
Fetch estimate
Fetches the details of an existing estimate by ID or estimate number or reference number
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch customer
Fetches the details of an existing customer
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch coupon
Fetches the details of an existing coupon by code or name
Fetch addon
Fetches the details of an existing addon by code or name
Pause subscription
Pauses the specified subscription
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Fetch subscription
Fetches the details of an existing subscription
Resume subscription
Resumes the specified subscription
Extend subscription
Extends the specified subscription
Create contact
Creates a new contact
Create company
Creates a new company
Create deal
Creates a new deal
Create ticket
Creates a new ticket
Create task
Creates a new task
Create email
Creates a new email
Create meeting
Creates a new meeting
Update contact - By VID
Updates the details of a contact associated with the specified VID
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 deal
Updates the details of an existing deal using its ID
Update company
Updates the details of an existing company by ID
Create or update contact
Creates a new contact or updates the details of an existing contact
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch company - By name
Fetches the details of an existing company by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch ticket pipeline - By name
Fetches the details of the existing pipeline of the ticket by name
Fetch ticket pipeline stage - By name
Fetches the details of the existing stages in the pipeline of the ticket by name
What is Zoho Billing?
Zoho Billing helps businesses automate recurring billing and manage subscriptions. Handle customer lifecycles from sign-ups to payments, run promotional campaigns, tackle churn, and more.
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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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