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Integrate HubSpot CRM with InvoiceXpress
Send information between HubSpot CRM and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Prepare an estimate in InvoiceXpress for new deals created in your HubSpot CRM
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your InvoiceXpress 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 quote, proforma or fees note. in InvoiceXpress.
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Prepare an estimate in InvoiceXpress for new deals created in your HubSpot CRM
HubSpot CRM + InvoiceXpress
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Create an invoice in InvoiceXpress for the latest closed deals in HubSpot CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in InvoiceXpress 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 invoice, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
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Create an invoice in InvoiceXpress for the latest closed deals in HubSpot CRM
HubSpot CRM + InvoiceXpress
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Build your own integrations between HubSpot CRM and InvoiceXpress
Connect HubSpot CRM and InvoiceXpress 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 InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Engagement created
Triggers when a new engagement is created
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Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
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Company updated
Triggers when the details of an existing company are updated
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Task created
Triggers when a new task is created
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Company created
Triggers when a new company is created
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Deal created
Triggers when a new deal is created
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Contact updated
Triggers when the details of an existing contact are updated
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Deal updated
Triggers when a deal is updated
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Contact created
Triggers when a new contact is created
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Invoice created
Triggers when a new invoice is created
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Estimate created
Triggers when a new estimate is created
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Purchase order added
Triggers when a new purchase order is added
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Item added
Triggers when a new item is added
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Client added
Triggers when a new client is added
All Actions - Actions are the automated tasks
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Create ticket
Creates a new ticket
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Create engagement
Creates a new engagement
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Create task
Creates a new task
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create deal
Creates a new deal
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Update contact - By email
Updates the details of the contact associated with the specified email
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Create or update contact
Creates a new contact. Updates the contact details if it already exists
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Update contact - By VID
Updates the details of a contact associated with the specified VID
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Associate CRM entities
Associates two existing CRM entities
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Update company
Updates the details of an existing company
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Fetch deal
Fetches the details of an existing deal by ID
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Fetch contact
Fetches the details of an existing contact by VID or Email
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Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
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Fetch company - By ID
Fetches the details of an existing company by ID
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Fetch company - By name
Fetches the details of an existing company by name
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Create client
Creates a new client
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Create item
Creates a new item
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Create estimate
Creates a new quote, proforma or fees note.
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Create purchase order
Creates a new purchase order
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Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
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Fetch client by ID
Fetches the details of an existing client by id
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Fetch client by code
Fetches the details of an existing client by code
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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