

Integrate HubSpot CRM with QuickFile
Send information between HubSpot CRM and QuickFile automatically, without writing any code, using Zoho Flow.
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Create an invoice in QuickFile for recently won deals in HubSpot CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in QuickFile whenever a deal is closed in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice in QuickFile.


Create an invoice in QuickFile for recently won deals in HubSpot CRM
HubSpot CRM + QuickFile

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Supported triggers and actions
Integrate HubSpot CRM and QuickFile 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
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 bank entry
Creates a new bank entry

Add client
Adds a new client

Create invoice
Creates a new invoice

Fetch client
Fetches the details of an existing client by company name

Fetch item
Fetches the details of an existing item by name
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.
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What is QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
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