Integrate HubSpot CRM with Saasu
Send information between HubSpot CRM and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for newly acquired 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 Saasu 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 with item layout and inventory items in Saasu.
Create an invoice in Saasu for newly acquired deals in HubSpot CRM
HubSpot CRM + Saasu
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Supported triggers and actions
Integrate HubSpot CRM and Saasu using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company created or updated
Triggers when a company is created or updated
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Meeting created
Triggers when a new meeting is created
Contact created or updated
Triggers when a contact is created or updated
Email created
Triggers when a new email is created
Task created
Triggers when a new task is created
Deal created or updated
Triggers when a deal is created or updated
New purchase order
Triggers when a new purchase order is created
New activity
Triggers when a new activity is created
Contact updated
Triggers when the details of an existing contact are updated
New item
Triggers when a new item is created
New contact
Triggers when a new contact is created
New invoice
Triggers when a new invoice is created
New company
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create company
Creates a new company
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Create contact
Creates a new contact
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
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Update contact - By VID
Updates the details of a contact associated with the specified VID
Associate CRM entities
Associates two existing CRM entities
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 company - By name
Fetches the details of an existing company by name
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch company - By ID
Fetches the details of an existing company by ID
Create journal
Creates a new journal
Create inventory adjustment
Creates a new inventory adjustmemt
Create contact
Creates a new contact
Create account
Creates a new account
Create item
Creates a new item
Create company
Creates a new company
Create service invoice
Creates a new invoice with service layout
Create activity
Creates a new activity
Create item invoice
Creates a new invoice with item layout and inventory items
Update contact
Updates details of the selected contact
Fetch contact
Fetches details of the selected contact
Update journal
Updates the details of an existing journal
Update activity
Updates the details of an existing activity
Update account
Updates the details of an existing account
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Update inventory adjustment
Updates the details of an existing inventory adjustment
Update company
Updates the details of an existing company
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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 Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
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Logic
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Custom functions
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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
Endless integrations. End to manual work.
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