Integrate HubSpot CRM with LessAccounting

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

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Create an invoice in LessAccounting for newly acquired deals in HubSpot CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in LessAccounting for every finalised deal in HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow adds a new invoice in LessAccounting.
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Create an invoice in LessAccounting for newly acquired deals in HubSpot CRM

HubSpot CRM + LessAccounting

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Supported triggers and actions

Integrate HubSpot CRM and LessAccounting 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

Payment created

Triggers when a new payment is created

Business created

Triggers when you add a new business

Invoice created

Triggers when a new invoice is added

Contact created

Triggers when you add a new contact

Expense created

Triggers when a new expense 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 expense

Adds a new expense

Create invoice

Adds a new invoice

Create contact

Adds a new contact

Add line item

Adds a new line item in the specified proposal or invoice

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch expense

Fetches the details of an existing expense

Fetch payment

Fetches the details of an existing payment

Fetch invoice

Fetches the details of an existing invoice

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 LessAccounting?

LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.

Accounting

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Logic

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Custom functions

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