Integrate HubSpot CRM with Zoho Invoice
Send information between HubSpot CRM and Zoho Invoice automatically, without writing any code, using Zoho Flow.
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Create an invoice in Zoho Invoice for newly acquired deals in HubSpot CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Zoho Invoice for every finalised deal in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice in Zoho Invoice.
Create an invoice in Zoho Invoice for newly acquired deals in HubSpot CRM
HubSpot CRM + Zoho Invoice
Create a new contact is in Zoho Invoice each time a new contact is created in HubSpot CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Zoho Invoice each time a new contact is created in HubSpot CRM.
How it works
- The flow triggers when a new contact is created in HubSpot CRM.
- Zoho Flow creates a new contact in Zoho Invoice.
Create a new contact is in Zoho Invoice each time a new contact is created in HubSpot CRM
HubSpot CRM + Zoho Invoice
Build your own integrations between HubSpot CRM and Zoho Invoice
Connect HubSpot CRM and Zoho Invoice 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 Zoho Invoice 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
Project created
Triggers when a new project is created
Contact created
Triggers when a new contact is created
Estimate updated
Triggers when any detail of an existing estimate is updated
Invoice created
Triggers when a new invoice is created
Contact updated
Triggers when any detail of an existing contact is updated
Payment received
Triggers when a new payment is received
Payment updated
Triggers when any detail of an existing payment is updated
Contact person created
Triggers when a new contact person is created for an existing contact
Estimate created
Triggers when a new estimate is created in the selected organization
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Timesheet updated
Triggers when the details of an existing timesheet are updated
Recurring expense created
Triggers when a new recurring expense is created
Timesheet created
Triggers when a new timesheet is created
Item updated
Triggers when any detail of an existing item is updated
Item created
Triggers when a new item is created in the selected organization
Credit note created
Triggers when a new credit note is created
Project updated
Triggers when any detail of an existing project is updated
Invoice updated
Triggers when any detail of an existing invoice is updated
Credit note updated
Triggers when the details of an existing credit note 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
Send estimate
Sends an existing estimate to the specified recipients
Start timer
Starts timer for the selected task
Create recurring invoice
Creates a new recurring invoice
Create project
Creates a new project
Send invoice
Sends an existing invoice to the specified recipients
Send retainer invoice
Sends a retainer invoice to the specified email address
Stop timer
Stops the timer that is currently running
Record payment
Records a payment for an existing invoice
Create estimate
Creates a new estimate
Create task
Creates a new task in the specified project
Add address for customer
Adds address details for an existing customer
Create contact person
Creates a new contact person for the selected contact
Create contact
Creates a new contact
Create recurring expense
Creates a new recurring expense
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create item
Creates a new item
Create timesheet
Creates a new timesheet entry
Request payment information
Sends a payment information request to the specified email address
Create retainer invoice
Creates a new retainer invoice
Create invoice
Creates a new invoice
Update estimate
Updates the details of an existing estimate
Create payment link
Creates a payment link
Update item
Updates the details of an existing item
Update invoice status
Updates the status of an existing invoice
Update contact person
Updates the details of an existing contact person
Update timesheet
Updates the details of an existing timesheet
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update invoice
Updates the details of an existing invoice
Update project
Updates the details of an existing project
Update payment link
Updates the details of an existing payment link
Fetch task
Fetches the details of an existing task by ID
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch payment
Fetches the details of an existing payment
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch item by name
Fetches the details of an existing item by name
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch contact by email
Fetches the details of an existing contact by email
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch estimate
Fetches the details of an existing invoice
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch project
Fetches the details of an existing project by ID
Fetch item by ID
Fetches the details of an existing item by ID
What is HubSpot CRM?
Similar apps
What is Zoho Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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