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HubSpot CRM + Zoho Invoice Integrations

Syncing HubSpot CRM with Zoho Invoice is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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 Invoice

Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.

Zoho Invoice Integrations
Connect HubSpot CRM + Zoho Invoice in easier way

It's easy to connect HubSpot CRM + Zoho Invoice 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 added.

  • New Contact Person

    Triggers when a new point of contact is added to an existing contact.

  • New Invoice

    Trigger on a new invoice (with line item support).

  • New Project

    Triggered when a new project is added.

    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 Contact

    Creates a new contact.

  • Create Contact Person

    Creates a new point of contact for a specific contact.

  • Create Invoice

    Creates a new invoice.

How HubSpot CRM & Zoho Invoice 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 Invoice 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 Invoice.

    (2 minutes)

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

Integration of HubSpot CRM and Zoho Invoice

  • HubSpot CRM is a customer relationship management software that is designed for small and medium-sized businesses. It is a social media marketing top that helps companies to actively market their products and services as well as their brands, by gaining more leads and sales. It also provides features like blogging, search engine optimization and email marketing.
  • Zoho Invoice is a cloud-based invoicing software that enables small and medium-sized businesses to manage their invoices, track expenses, send invoices and manage payments. The software allows users to create invoices, view reports, generate quotes, track payments and create estimates.
  • Integration of HubSpot CRM and Zoho Invoice helps in managing the workflow of customers. For instance, this integration can help in tracking the customer information like the number of contacts, the total number of emails sent to them, the number of appointments made, and the number of meetings attended. Zoho Invoice offers access to business information about leads and sales such as invoice details, reports on payment history, and the number of payments outstanding. HubSpot CRM can help in automating the sending of invoices and tracking the receipt of payments for which Zoho Invoice provides a host of time-saving tops.
  • Integration of HubSpot CRM and Zoho Invoice saves a lot of time in customer management. It allows users to create new contacts directly from HubSpot CRM and automatically add them to Zoho Invoice. Moreover, the integration can be used to automatically send an invoice to the customers after they book a meeting with the company. Another benefit would be that each time a new invoice is created in Zoho Invoice it will be automatically synced with HubSpot CRM, which will allow users to track the financial status of their business.
  • HubSpot CRM and Zoho Invoice, when integrated together can provide great help to small and medium-sized businesses in customer management.

    The process to integrate 403 Forbidden and 403 Forbidden 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.