Integrate HubSpot CRM with Alegra
Send information between HubSpot CRM and Alegra automatically, without writing any code, using Zoho Flow.
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Create an estimate in your Alegra when a new deal is created in HubSpot CRM
Effortlessly create accurate estimates in your billing and accounting software every time, without any manual input. This flow will create an estimate in your Alegra when a new deal is created in HubSpot CRM.
How it works
- The flow triggers when a new deal is created in HubSpot CRM.
- Zoho Flow creates a new estimate in Alegra.
Create an estimate in your Alegra when a new deal is created in HubSpot CRM
HubSpot CRM + Alegra
Create an invoice in Alegra for newly acquired deals in HubSpot CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Alegra each time a deal is won in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice in Alegra.
Create an invoice in Alegra for newly acquired deals in HubSpot CRM
HubSpot CRM + Alegra
Build your own integrations between HubSpot CRM and Alegra
Connect HubSpot CRM and Alegra with over 750+ 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 Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Company updated
Triggers when the details of an existing company are updated
Contact updated
Triggers when the details of an existing contact are updated
Deal updated
Triggers when a deal is updated
Deal created
Triggers when a new deal is created
Engagement created
Triggers when a new engagement is created
Contact created
Triggers when a new contact is created
Payment recorded
Triggers when a new payment is recorded
Invoice created
Triggers when a new invoice is created
Estimate created
Triggers when a new estimate is created
Product or service created
Triggers when a new product or service is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create engagement
Creates a new engagement
Update contact - By email
Updates the details of the contact associated with the specified email
Associate CRM entities
Associates two existing CRM entities
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 VID
Updates the details of a contact associated with the specified VID
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 deal
Fetches the details of an existing deal by ID
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch contact
Fetches the details of an existing contact by VID or Email
Create contact
Creates a new contact
Send invoice
Sends an invoice through email
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Fetch contact
Fetches the details of an existing contact
Send estimate
Sends an estimate through email
Create item
Creates a new item
Fetch invoice
Fetches the details of an existing invoice
Fetch item
Fetches the details of an existing item
What is HubSpot CRM?
Similar apps
What is Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
