Integrate HubSpot CRM with Moneybird
Send information between HubSpot CRM and Moneybird automatically, without writing any code, using Zoho Flow.
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Generate an estimate within your Moneybird automatically, When a new deal is created in HubSpot CRM
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will prepare an estimate in Moneybird for a new deal created in your HubSpot CRM.
How it works
- The flow triggers when a new deal is created in HubSpot CRM.
- Zoho Flow creates a new estimate in Moneybird.
Generate an estimate within your Moneybird automatically, When a new deal is created in HubSpot CRM
HubSpot CRM + Moneybird
Create an invoice in Moneybird for newly acquired deals in HubSpot CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Moneybird 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 sales invoice in Moneybird.
Create an invoice in Moneybird for newly acquired deals in HubSpot CRM
HubSpot CRM + Moneybird
Generate a new contact in Moneybird each time a new contact is created in HubSpot CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Moneybird whenever a new contact is created in HubSpot CRM.
How it works
- The flow triggers when a new contact is created in HubSpot CRM.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in HubSpot CRM
HubSpot CRM + Moneybird
Build your own integrations between HubSpot CRM and Moneybird
Connect HubSpot CRM and Moneybird 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 Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Deal created or updated
Triggers when a deal is created or updated
Task created
Triggers when a new task is created
Company created or updated
Triggers when a company is created or updated
Meeting created
Triggers when a new meeting is created
Contact created or updated
Triggers when a contact is created or updated
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Email created
Triggers when a new email is created
New contact
Triggers when a new contact is created
New sales invoice
Triggers when a new sales invoice is created
New quote
Triggers when a new quote is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create company
Creates a new company
Create deal
Creates a new deal
Create ticket
Creates a new ticket
Create contact
Creates a new contact
Associate CRM entities
Associates two existing CRM entities
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Update company
Updates the details of an existing company
Update contact - By email
Updates the details of an existing contact associated with the specified email
Update contact - By VID
Updates the details of a contact associated with the specified VID
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
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
Create document
Creates a new document
Send sales invoice
Sends a sales invoice to the specified email
Create contact
Creates a new contact
Create sales invoice
Creates a new sales invoice
Create estimate
Creates a new estimate
Fetch contact
Fetches a contact by email
Fetch product
Fetches a product by description
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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What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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CEO, OpIndia
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