Integrate QuickBooks with HubSpot CRM
Send information between QuickBooks and HubSpot CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in your QuickBooks when a new deal is created in HubSpot CRM
Automate the generation of estimates for new deals in your recruitment software to streamline sales and accounting processes. This flow will automatically generate an estimate within your QuickBooks whenever a new deal is created in HubSpot CRM.
How it works
- The flow triggers when a new deal is created in HubSpot CRM.
- Zoho Flow creates a new estimate in QuickBooks.
Create an estimate in your QuickBooks when a new deal is created in HubSpot CRM
HubSpot CRM + QuickBooks
Generate an invoice in QuickBooks 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 QuickBooks 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 QuickBooks.
Generate an invoice in QuickBooks for newly closed deals in HubSpot CRM
HubSpot CRM + QuickBooks
Create a new deal in HubSpot CRM for every new order created in QuickBooks
Enable sales reps to view new orders through the creation of deals in your recruitment software instantly. This flow will set up a new deal in HubSpot CRM for each new order placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in HubSpot CRM.
Create a new deal in HubSpot CRM for every new order created in QuickBooks
QuickBooks + HubSpot CRM
Build your own integrations between QuickBooks and HubSpot CRM
Connect QuickBooks and HubSpot CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate QuickBooks and HubSpot CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Non-inventory item created
Triggers when a non-inventory item is created
Service item updated
Triggers when any detail of an existing service item is updated
Customer updated
Triggers when any detail of an existing customer is updated
Invoice created
Triggers when a new invoice is created
Customer created
Triggers when a new customer is created
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Vendor updated
Triggers when the details of an existing vendor are updated
Bill created
Triggers when a bill is created
Service item created
Triggers when a new service item is created
Account created
Triggers when a new account is created
Estimate created
Triggers when a new estimate is created
Deposit added
Triggers when a new deposit is added
Payment received
Triggers when a payment is received
Credit memo updated
Triggers when the details of an existing credit memo are updated
Purchase order created
Triggers when a new purchase order is created
Invoice updated
Triggers when the details of an existing invoice are updated
Vendor created
Triggers when a new vendor is created
Account updated
Triggers when an account is updated
Inventory item created
Triggers when an inventory item is created
Sales receipt created
Triggers when a new sales receipt is created
Estimate updated
Triggers when an estimate is updated
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Credit memo created
Triggers when a credit memo is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
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 invoice
Creates a new invoice
Create vendor
Creates a new vendor
Create deposit
Creates a new deposit
Create sales receipt
Creates a new sales receipt
Create payment record
Creates a new payment record
Create bill - Account based
Creates a new account-based bill
Create account
Creates a new account
Create bill - Item based
Creates a new item-based bill
Create customer
Creates a new customer
Create inventory item
Creates a new inventory item
Create non-inventory item
Creates a new non-inventory item
Create estimate
Creates a new estimate
Create service item
Creates a new service item
Create credit memo
Creates a new credit memo
Create transfer
Creates a new transfer
Update item status
Updates the status of the specified item
Update estimate
Updates the estimate by ID
Update customer
Updates the details of an existing customer
Update account
Updates the details of an existing account using account ID
Update invoice
Updates the details of an invoice by ID
Fetch customer type
Fetches the details of a customer type by its name
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch sales term
Fetches the details of a sales term based on its name
Send sales receipt
Sends an existing sales receipt to the specified email address
Fetch item by SKU
Fetches the details of an existing item using SKU
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch payment method
Fetches a payment method based on its name
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch location
Fetches the details of an existing location by name
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch account
Fetches an account by name
Send invoice
Sends an invoice to the specified email address
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Send estimate
Sends an existing estimate
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice
Fetches the details of an existing invoice by number
Fetch category
Fetches the details of an existing category by name
Fetch item
Fetches the details of an existing item by name
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
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
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What is HubSpot CRM?
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Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
