Integrate HubSpot CRM with FreeAgent
Send information between HubSpot CRM and FreeAgent automatically, without writing any code, using Zoho Flow.
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Generate an estimate within your FreeAgent automatically, When a new deal is created in HubSpot CRM
Automate the generation of estimates for new deals in your recruitment software to streamline sales and accounting processes. This flow will automatically generate an estimate within your FreeAgent whenever 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 FreeAgent.
Generate an estimate within your FreeAgent automatically, When a new deal is created in HubSpot CRM
HubSpot CRM + FreeAgent
Create an invoice in FreeAgent for the latest closed deals in HubSpot CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in FreeAgent 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 adds a new item to an existing invoice in FreeAgent.
Create an invoice in FreeAgent for the latest closed deals in HubSpot CRM
HubSpot CRM + FreeAgent
Build your own integrations between HubSpot CRM and FreeAgent
Connect HubSpot CRM and FreeAgent 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 FreeAgent 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
Bill created
Triggers when a new bill is created
User created
Triggers when a new user is created
Contact created
Triggers when a new contact is created
Project note added
Triggers when a new note is added for the selected project
Task created
Triggers when a new task is created
Price list item created
Triggers when a new price list item is created
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created in the selected project
Estimate created
Triggers when a new estimate is created in the selected project
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 credit note
Creates a new credit note
Create contact
Creates a new contact
Add estimate item
Adds a new item to an existing estimate
Create expenses
Creates a new expenses
Create task
Creates a new task in the selected project
Create journal set
Creates a new journal set
Add note to project
Adds a note to the selected project
Add invoice item
Adds a new item to an existing invoice
Create invoice
Creates a new invoice
Create project
Creates a new project
Create bill
Creates a new bill
Create estimate
Creates a new estimate
Add note to contact
Adds a note to the selected contact
Update contact
Updates details of the selected contact
Update estimate status
Updates the status of an existing estimate by ID
Convert to credit note
Convert a draft negative invoice to a credit note
Email an invoice
Sends an existing invoice by invoice ID
Update credit note status
Updates the status of an existing credit note using credit note ID
Update task
Updates the details of an existing task
Fetch invoice
Fetches details of the exisiting invoice by ID
Fetch contact
Fetches details of the selected contact
What is FreeAgent?
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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