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HubSpot + moonclerk Integrations

Syncing HubSpot with moonclerk 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

Marketing, sales, and service software that helps your business grow without compromise.

About moonclerk

MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.

moonclerk Integrations
Connect HubSpot + moonclerk in easier way

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

    Triggers
  • New Company

    Triggers when a new company is available.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

  • New Payment

    Triggers when a payment has been made on MoonClerk.

  • New Recurring Plan

    Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.

    Actions
  • Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

  • Add File to Contact

    Adds a file to a specific contact.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Create a Company in HubSpot

  • Create Deal

    Create a Deal in HubSpot

  • Create Ticket

    Create a Ticket in HubSpot

  • Create/Update Contact

    Create or Update a contact in HubSpot

  • Update Company

    Update a Company in HubSpot"

  • Update Deal

    Update a Deal in HubSpot

How HubSpot & moonclerk Integrations Work

  1. Step 1: Choose HubSpot 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 moonclerk 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 to moonclerk.

    (2 minutes)

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

Integration of HubSpot and moonclerk

(A. HubSpot

HubSpot is an inbound marketing software service that helps organizations attract visitors, convert leads, and close customers through inbound marketing. It’s a robust platform that includes sales, marketing and service functionality, as well as a CRM, in one easy-to-use system.

(B. moonclerk

Moonclerk is a web-based accounting (bookkeeping. application for small businesses that offers basic accounting features and can be integrated with HubSpot.

(A. Integration of HubSpot and moonclerk

HubSpot has now enabled its users to integrate the Moonclerk accounting software into the HubSpot CRM. Now, salespeople will be able to update accounting information, such as billable hours or money owed to clients, directly from the HubSpot CRM. This integration was previously only possible with QuickBooks Online.

This integration will allow sales personnel using HubSpot to track their day-to-day activities, helping them see which clients they are working with, how much time they spend on different aspects of the process, where they can improve their service offerings and more. With this integration, HubSpot users can now add details like potential revenue, invoice amounts and the date of payments directly in the HubSpot CRM.

(B. Benefits of Integration of HubSpot and moonclerk

The integration of moonclerk into the Hubspot CRM will make life easier for salespeople. Managers can now have a single point of access for all the important data related to their team’s performance.

They will be able to easily monitor sales activities, calculate commission payments and track average billable time spent by each member of their team. The results will be displayed in a clear format for easy analysis.

If a salesperson needs an invoice for a client, he can generate it from within his HubSpot account. If a client needs a detailed breakdown of the services rendered to him, the salesperson can provide it using the integrated tops in his Hubspot account. This saves time and effort by eliminating the need to log into multiple systems to retrieve data.

The process to integrate HubSpot and moonclerk 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.