Integrate HubSpot CRM with Wave
Send information between HubSpot CRM and Wave automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Wave for newly closed deals in HubSpot CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Wave 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 for the selected business in Wave.
Generate an invoice in Wave for newly closed deals in HubSpot CRM
HubSpot CRM + Wave
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Supported triggers and actions
Integrate HubSpot CRM and Wave 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
Customer created
Triggers when a new customer is added to the selected business
Invoice created
Triggers when a new invoice is created for the selected business
Product created
Triggers when a new product is created for the selected business
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 invoice
Creates a new invoice for the selected business
Create customer
Creates a customer for the selected business
Create product
Creates a product for the selected business
Fetch customer
Fetches the details of an existing customer
Fetch product
Fetches the details of an existing product
What is Wave?
Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
