Integrate HubSpot CRM with Wave
Send information between HubSpot CRM and Wave automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Wave for newly closed deals in HubSpot CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Wave each time 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 invoice for the selected business in Wave.
Generate an invoice in Wave for newly closed deals in HubSpot CRM
HubSpot CRM + Wave
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Supported triggers and actions
Integrate HubSpot CRM and Wave using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Deal updated
Triggers when a deal is updated
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Contact updated
Triggers when the details of an existing contact are updated
Engagement created
Triggers when a new engagement is created
Customer created
Triggers when a new customer is added to the selected business
Invoice created
Triggers when a new invoice is created for the selected business
Product created
Triggers when a new product is created for the selected business
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create company
Creates a new company
Create engagement
Creates a new engagement
Create task
Creates a new task
Create deal
Creates a new deal
Create ticket
Creates a new ticket
Update company
Updates the details of an existing company
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Update contact - By email
Updates the details of the contact associated with the specified email
Associate CRM entities
Associates two existing CRM entities
Update contact - By VID
Updates the details of a contact associated with the specified VID
Fetch contact
Fetches the details of an existing contact by VID or Email
Fetch deal
Fetches the details of an existing deal by ID
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch company - By name
Fetches the details of an existing company by name
Fetch company - By ID
Fetches the details of an existing company by ID
Create customer
Creates a customer for the selected business
Create product
Creates a product for the selected business
Create invoice
Creates a new invoice for the selected business
Fetch customer
Fetches the details of an existing customer
Fetch product
Fetches the details of an existing product
What is HubSpot CRM?
Similar apps
What is Wave?
Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.
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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.
Learn more >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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
