Integrate HubSpot CRM with QuickFile
Send information between HubSpot CRM and QuickFile automatically, without writing any code, using Zoho Flow.
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Create an invoice in QuickFile for recently won deals in HubSpot CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in QuickFile 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 QuickFile.
Create an invoice in QuickFile for recently won deals in HubSpot CRM
HubSpot CRM + QuickFile
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Supported triggers and actions
Integrate HubSpot CRM and QuickFile 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
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
Create invoice
Creates a new invoice
Add client
Adds a new client
Create bank entry
Creates a new bank entry
Fetch client
Fetches the details of an existing client by company name
Fetch item
Fetches the details of an existing item by name
What is HubSpot CRM?
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What is QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
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