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Integrate HubSpot CRM with FreeAgent
Send information between HubSpot CRM and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate an estimate within your FreeAgent automatically, When a new deal is created in HubSpot CRM
Automate the generation of estimates for new deals in your recruitment software to streamline sales and accounting processes. This flow will automatically generate an estimate within your FreeAgent whenever a new deal is created in HubSpot CRM.
How it works
- The flow triggers when a new deal is created in HubSpot CRM.
- Zoho Flow creates a new estimate in FreeAgent.
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Generate an estimate within your FreeAgent automatically, When a new deal is created in HubSpot CRM
HubSpot CRM + FreeAgent
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Create an invoice in FreeAgent for the latest closed deals in HubSpot CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in FreeAgent each time a deal is won in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
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Create an invoice in FreeAgent for the latest closed deals in HubSpot CRM
HubSpot CRM + FreeAgent
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Build your own integrations between HubSpot CRM and FreeAgent
Connect HubSpot CRM and FreeAgent with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate HubSpot CRM and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company created
Triggers when a new company is created
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Deal created
Triggers when a new deal is created
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Task created
Triggers when a new task is created
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Contact created
Triggers when a new contact is created
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Company updated
Triggers when the details of an existing company are updated
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Deal updated
Triggers when a deal is updated
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Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
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Contact updated
Triggers when the details of an existing contact are updated
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Engagement created
Triggers when a new engagement is created
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Bill created
Triggers when a new bill is created
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User created
Triggers when a new user is created
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Invoice created
Triggers when a new invoice is created in the selected project
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Estimate created
Triggers when a new estimate is created in the selected project
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Price list item created
Triggers when a new price list item is created
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Project created
Triggers when a new project is created
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Contact created
Triggers when a new contact is created
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Project note added
Triggers when a new note is added for the selected project
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Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create company
Creates a new company
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Create engagement
Creates a new engagement
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Create task
Creates a new task
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Create deal
Creates a new deal
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Create ticket
Creates a new ticket
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Update company
Updates the details of an existing company
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Create or update contact
Creates a new contact. Updates the contact details if it already exists
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Update contact - By email
Updates the details of the contact associated with the specified email
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Associate CRM entities
Associates two existing CRM entities
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Update contact - By VID
Updates the details of a contact associated with the specified VID
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Fetch contact
Fetches the details of an existing contact by VID or Email
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Fetch deal
Fetches the details of an existing deal by ID
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Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
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Fetch company - By name
Fetches the details of an existing company by name
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Fetch company - By ID
Fetches the details of an existing company by ID
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Create credit note
Creates a new credit note
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Create contact
Creates a new contact
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Create journal set
Creates a new journal set
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Add note to project
Adds a note to the selected project
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Add estimate item
Adds a new item to an existing estimate
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Add invoice item
Adds a new item to an existing invoice
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Create invoice
Creates a new invoice
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Create estimate
Creates a new estimate
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Add note to contact
Adds a note to the selected contact
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Create expenses
Creates a new expenses
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Create task
Creates a new task in the selected project
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Create project
Creates a new project
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Create bill
Creates a new bill
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Update contact
Updates details of the selected contact
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Update estimate status
Updates the status of an existing estimate by ID
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Update credit note status
Updates the status of an existing credit note using credit note ID
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Update task
Updates the details of an existing task
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Convert to credit note
Convert a draft negative invoice to a credit note
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Email an invoice
Sends an existing invoice by invoice ID
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Fetch invoice
Fetches details of the exisiting invoice by ID
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Fetch contact
Fetches details of the selected contact
What is FreeAgent?
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.
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