Integrate HubSpot CRM with Wave

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Generate an invoice in Wave for newly closed 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 Wave each time a deal is closed 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 for the selected business in Wave.
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Generate an invoice in Wave for newly closed deals in HubSpot CRM

HubSpot CRM + Wave

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Supported triggers and actions

Integrate HubSpot CRM and Wave 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 created

Triggers when a new product is created for the selected business

Invoice created

Triggers when a new invoice is created for the selected business

Customer created

Triggers when a new customer is added to the selected business

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 for the selected business

Create product

Creates a product for the selected business

Create customer

Creates a customer for the selected business

Fetch customer

Fetches the details of an existing customer

Fetch product

Fetches the details of an existing product

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 Wave?

Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.

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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