Integrate HubSpot CRM with Billy
Send information between HubSpot CRM and Billy automatically, without writing any code, using Zoho Flow.
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Create an invoice in Billy for the latest closed deals in HubSpot CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Billy whenever 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 Billy.
Create an invoice in Billy for the latest closed deals in HubSpot CRM
HubSpot CRM + Billy
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Supported triggers and actions
Integrate HubSpot CRM and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Deal updated
Triggers when a deal is updated
Engagement created
Triggers when a new engagement is created
Contact updated
Triggers when the details of an existing contact are updated
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Bill created
Triggers when a new bill is created
Product created
Triggers when a new product is added
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create engagement
Creates a new engagement
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create task
Creates a new task
Update contact - By VID
Updates the details of a contact associated with the specified VID
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of the contact associated with the specified email
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Update company
Updates the details of an existing company
Fetch contact
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 campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch deal
Fetches the details of an existing deal by ID
Create invoice
Creates a new invoice
Create bill
Creates a new bill
Create product
Creates a new product
Create contact
Creates a new contact
Update product
Updates the details of an existing product
Update invoice
Updates the details of an existing invoice
Update contact
Updates the details of an existing contact
Update bill
Updates the details of an existing bill
Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
Fetch invoice
Fetches the details of an existing invoice using invoice ID
Fetch product
Fetches the details of an existing product using product ID, name or number.
Fetch bill
Fetches the details of an existing bill using bill ID
What is HubSpot CRM?
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What is Billy?
Billy is a user-friendly accounting software application that lets you send invoices, post invoices, and settle VAT with a few clicks.
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