

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

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
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 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 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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