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.
Similar apps
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.
Similar apps
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