Integrate HubSpot CRM with Billy

Send information between HubSpot CRM and Billy automatically, without writing any code, using Zoho Flow.

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Create an invoice in Billy for the latest closed deals in HubSpot CRM

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Billy whenever 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 in Billy.
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Create an invoice in Billy for the latest closed deals in HubSpot CRM

HubSpot CRM + Billy

Build your own integrations between HubSpot CRM and Billy

Connect HubSpot CRM and Billy 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 Billy using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created or updated

Triggers when a deal is created or updated

Email created

Triggers when a new email is created

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Task created

Triggers when a new task is created

Contact created or updated

Triggers when a contact is created or updated

Company created or updated

Triggers when a company is created or updated

Meeting created

Triggers when a new meeting is created

Contact created

Triggers when a new contact is created

Invoice created

Triggers when a new invoice is created

Transaction created

Triggers when a new transaction is created

Product created

Triggers when a new product is added

Bill created

Triggers when a new bill is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create task

Creates a new task

Create ticket

Creates a new ticket

Create contact

Creates a new contact

Create deal

Creates a new deal

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update company

Updates the details of an existing company

Update contact - By email

Updates the details of an existing contact associated with the specified email

Associate CRM entities

Associates two existing CRM entities

Create or update contact

Creates a new contact or updates the contact details if the contact already exists

Fetch ticket pipeline stage - By name

Fetches the details of an existing stages of pipeline in the ticket by name

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch ticket pipeline - By name

Fetches the details of an existing pipeline in the ticket by name

Fetch company - By name

Fetches the details of an existing company by name

Create invoice

Creates a new invoice

Create product

Creates a new product

Create bill

Creates a new bill

Create contact

Creates a new contact

Update invoice

Updates the details of an existing invoice

Update contact

Updates the details of an existing contact

Update product

Updates the details of an existing product

Update bill

Updates the details of an existing bill

Fetch contact

Fetches the details of an existing contact using contact ID, name, or email address.

Fetch product

Fetches the details of an existing product using product ID, name or number.

Fetch invoice

Fetches the details of an existing invoice using invoice ID

Fetch bill

Fetches the details of an existing bill using bill ID

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.

Similar apps

What is Billy?

Billy is a user-friendly accounting software application that lets you send invoices, post invoices, and settle VAT with a few clicks.

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