Integrate HubSpot CRM with InvoiceXpress

Send information between HubSpot CRM and InvoiceXpress automatically, without writing any code, using Zoho Flow.

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Prepare an estimate in InvoiceXpress for new deals created in your HubSpot CRM

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your InvoiceXpress when a new deal is created in HubSpot CRM.

How it works
  1. The flow triggers when a new deal is created in HubSpot CRM.
  2. Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
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Prepare an estimate in InvoiceXpress for new deals created in your HubSpot CRM

HubSpot CRM + InvoiceXpress

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Create an invoice in InvoiceXpress for the latest closed deals in HubSpot CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in InvoiceXpress whenever a deal is closed in HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new invoice, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
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Create an invoice in InvoiceXpress for the latest closed deals in HubSpot CRM

HubSpot CRM + InvoiceXpress

Build your own integrations between HubSpot CRM and InvoiceXpress

Connect HubSpot CRM and InvoiceXpress with over 800+ 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 InvoiceXpress 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

Client added

Triggers when a new client is added

Purchase order added

Triggers when a new purchase order is added

Item added

Triggers when a new item is added

Invoice created

Triggers when a new invoice is created

Estimate created

Triggers when a new estimate is created

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 client

Creates a new client

Create invoice

Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.

Create estimate

Creates a new quote, proforma or fees note.

Create item

Creates a new item

Create purchase order

Creates a new purchase order

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.

CRM Popular

What is InvoiceXpress?

InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.

Accounting

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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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