Integrate HubSpot CRM with Alegra
Send information between HubSpot CRM and Alegra automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new deal is created in HubSpot CRM.
- Zoho Flow creates a new estimate in Alegra.
Create an estimate in your Alegra when a new deal is created in HubSpot CRM
HubSpot CRM + Alegra
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
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice in Alegra.
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 850+ 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
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
Deal updated
Triggers when a deal is updated
Engagement created
Triggers when a new engagement is created
Estimate created
Triggers when a new estimate is created
Payment recorded
Triggers when a new payment is recorded
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Product or service created
Triggers when a new product or service is created
All Actions - Actions are the automated tasks
Create engagement
Creates a new engagement
Create company
Creates a new company
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Create task
Creates a new task
Update contact - By email
Updates the details of the contact associated with the specified email
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update company
Updates the details of an existing company
Associate CRM entities
Associates two existing CRM entities
Create or update contact
Creates a new contact. Updates the contact details if it already exists
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 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 contact
Fetches the details of an existing contact by VID or Email
Create contact
Creates a new contact
Create item
Creates a new item
Create estimate
Creates a new estimate
Send estimate
Sends an estimate through email
Fetch contact
Fetches the details of an existing contact
Create invoice
Creates a new invoice
Send invoice
Sends an invoice through email
Fetch item
Fetches the details of an existing item
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.
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
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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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Toto
Technical Engineer, Master Liveaboards
