Integrate HubSpot CRM with QuickFile

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

Explore prebuilt integration flows to get started

[esc]

Create an invoice in QuickFile for recently won deals in HubSpot CRM

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in QuickFile 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 in QuickFile.
+

Create an invoice in QuickFile for recently won deals in HubSpot CRM

HubSpot CRM + QuickFile

Build your own integrations between HubSpot CRM and QuickFile

Connect HubSpot CRM and QuickFile 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 QuickFile 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

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

Fetch client

Fetches the details of an existing client by company name

Create invoice

Creates a new invoice

Add client

Adds a new client

Create bank entry

Creates a new bank entry

Fetch item

Fetches the details of an existing item by name

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 QuickFile?

QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY