Integrate HubSpot CRM with sevDesk
Send information between HubSpot CRM and sevDesk automatically, without writing any code, using Zoho Flow.
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Create an invoice in sevDesk 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 sevDesk 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 in sevDesk.
Create an invoice in sevDesk for the latest closed deals in HubSpot CRM
HubSpot CRM + sevDesk
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Supported triggers and actions
Integrate HubSpot CRM and sevDesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Engagement created
Triggers when a new engagement is created
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Company updated
Triggers when the details of an existing company are updated
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Contact updated
Triggers when the details of an existing contact are updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Order received
Triggers when a new invoice is received
Contact added
Triggers when a new contact (person /company ) is added
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create ticket
Creates a new ticket
Create engagement
Creates a new engagement
Create task
Creates a new task
Create company
Creates a new company
Create contact
Creates a new contact
Create deal
Creates a new deal
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 contact - By VID
Updates the details of a contact associated with the specified VID
Associate CRM entities
Associates two existing CRM entities
Update company
Updates the details of an existing company
Fetch deal
Fetches the details of an existing deal by ID
Fetch contact
Fetches the details of an existing contact by VID or Email
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
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
Create contact
Creates a new contact
Create task
Creates a new task
Create invoice
Creates a new invoice
Create voucher
Creates a new voucher
Create contact address
Creates a new contact address
Create order
Creates a new order
Fetch part by search term
Fetches the details of an existing part or product by the specified search term
Fetch sevuser by email
Fetches the details of an existing sevuser by email address
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch category by name
Fetches the details of an existing category by name
Fetch category by ID
Fetches the details of an existing category by ID
Fetch order by search term
Fetches the details of an order by the specified search term
Fetch contact by search term
Fetches the details of an existing contact by the specified search term
Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
Fetch country by ID
Fetches a country by ID
Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
Fetch cost centre by name
Fetches the details of an existing cost centre by name
Fetch country by name
Fetches a country by name
Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
What is sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
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