Integrate HubSpot CRM with Upflow
Send information between HubSpot CRM and Upflow automatically, without writing any code, using Zoho Flow.
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Create an invoice in Upflow 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 a new invoice in Upflow each time 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 Upflow.
Create an invoice in Upflow for recently won deals in HubSpot CRM
HubSpot CRM + Upflow
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Supported triggers and actions
Integrate HubSpot CRM and Upflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Engagement created
Triggers when a new engagement is created
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Deal updated
Triggers when a deal is updated
Task created
Triggers when a new task is created
Invoice created
Triggers when a new invoice is created
Customer added
Triggers when a new customer is added
Payment created
Triggers when a new payment is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Create task
Creates a new task
Create ticket
Creates a new ticket
Create engagement
Creates a new engagement
Create contact
Creates a new contact
Update contact - By VID
Updates the details of a contact associated with the specified VID
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of the contact associated with the specified email
Update company
Updates the details of an existing company
Fetch company - By name
Fetches the details of an existing company by name
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch deal
Fetches the details of an existing deal by ID
Fetch contact
Fetches the details of an existing contact by VID or Email
Create payment
Creates a payment entry
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create customer contact
Creates a new customer contact
Update customer
Updates the details of an existing customer
What is Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
