Integrate HubSpot CRM with Zoho Books

Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Zoho Books

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About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

Want to explore HubSpot CRM + Zoho Books quick connects for faster integration? Here’s our list of the best HubSpot CRM + Zoho Books quick connects.

Explore quick connects

Looking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives

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Connect HubSpot CRM + Zoho Books in easier way

It's easy to connect HubSpot CRM + Zoho Books without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

  • Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Create/Update Contact

    Create and Updates an existing contact.

  • Delete Invoice

    Delete an existing Invoice.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How HubSpot CRM & Zoho Books Integrations Work

  1. Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Books as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from HubSpot CRM to Zoho Books.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of HubSpot CRM and Zoho Books

HubSpot CRM?

Businesses need to manage their sales, customers, support, marketing and other business activities as well. They need a CRM software that can be used by all departments of the organization in order to create and maintain healthy relationship with their clients. HubSpot CRM is a software that helps businesses to manage all their activities. It provides worth features like lead management, marketing automation, social media marketing, contact management etc. It also supports integration of other apps. Zoho Books is an online accounting software that allows users to keep track of the finance of their organization. It supports integration of other apps. Both these softwares have different features but they are both useful for any business.

  • Zoho Books?
  • Zoho Books is a powerful accounting top that helps business owners to manage their finance easily. Since it is web-based software, no installation is required. The user only needs to sign up with Zoho Books and start using its features. The software provides features like invoicing, billing, accounting, payrpl, inventory management etc. It also offers various integrations with other softwares such as Google Apps, Gmail, Google Docs, Salesforce etc. Zoho books is helpful for small business owners who don’t want to spend money on additional softwares and they want to do their work from one place only.

  • Integration of HubSpot CRM and Zoho Books
  • HubSpot CRM and Zoho books both provide services for business owners. But there are some limitations too. No software can provide all the features that are required by the users. So integration of different softwares is required to get the best out of them. Both HubSpot CRM and Zoho Books have integrations with other apps. HubSpot has a plugin for Zoho books which helps in integrating the two software services. This plugin will help users to create a fully functional CRM system for their organization. This integration is very easy. Every user can integrate the two softwares without any difficulty. Also, the integration process takes less time to complete. This plugin is free for both paid and free users of Zoho books and HubSpot CRM.

  • Benefits of Integration of HubSpot CRM and Zoho Books
  • Integration of HubSpot CRM and Zoho Books has a number of benefits for the users:

    Using both the services together will increase productivity of the employees significantly because all the tasks will be done from one place only.

    Integration makes it easier to connect with the clients and prospects too as everything is available at one place only. A lot of time will be saved because the contact information and other details will be available in one place only.

    The customer support team will also benefit from this integration as they will be able to respve issues faster than before because they have all the information about the clients at one place only.

    Integration will save a lot of time because it will not be necessary to enter same details into multiple softwares again and again. The necessary information can be entered once into these softwares and then it will be automatically updated in all the other softwares where it is integrated. It will also be easier to manage and track leads because everything will be stored in one place only. All details related to leads such as emails, phone numbers, website links etc will be available in one place only and also they are automatically updated in other softwares where it has been integrated so there is no need to enter these details again.

    The process to integrate HubSpot CRM and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm