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
  1. The flow triggers when a new deal is created in HubSpot CRM.
  2. Zoho Flow creates a new estimate in Alegra.
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Create an estimate in your Alegra when a new deal is created in HubSpot CRM

HubSpot CRM + Alegra

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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
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new invoice in Alegra.
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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 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 Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when the details of an existing contact are updated

Company created

Triggers when a new company is created

Deal updated

Triggers when a deal is updated

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

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

Product or service created

Triggers when a new product or service is created

Payment recorded

Triggers when a new payment is recorded

Invoice created

Triggers when a new invoice is created

Contact created

Triggers when a new contact is created

Estimate created

Triggers when a new estimate is created

All Actions - Actions are the automated tasks

Create engagement

Creates a new engagement

Create task

Creates a new task

Create contact

Creates a new contact

Create deal

Creates a new deal

Create ticket

Creates a new ticket

Create company

Creates a new company

Associate CRM entities

Associates two existing CRM entities

Update contact - By VID

Updates the details of a contact associated with the specified VID

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

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

Send estimate

Sends an estimate through email

Create estimate

Creates a new estimate

Create item

Creates a new item

Create contact

Creates a new contact

Create invoice

Creates a new invoice

Fetch contact

Fetches the details of an existing contact

Send invoice

Sends an invoice through email

Fetch item

Fetches the details of an existing item

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.

CRM Popular

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.

Accounting

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.

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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Technical Engineer, Master Liveaboards

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