Integrate HubSpot with Zoho Books

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

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About HubSpot

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

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.

Zoho Books Integrations
Zoho Books Alternatives

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

  • FreshBooks Integration FreshBooks
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Best HubSpot and Zoho Books Integrations

  • HubSpot Integration Zoho Books Integration

    Google Sheets + Zoho Books

    Make Zoho Books Contacts from new rows on Google Sheets Read More...
    Close
    When this happens...
    HubSpot Integration New Spreadsheet Row
     
    Then do this...
    Zoho Books Integration Create Contact
    Keeping a flawless record of your Zoho Books contacts can help you eliminate the risk of errors while processing the payment. With this integration, you eradicate the risk of mistakes and omissions involved in the manual transfer. After setting this integration up, Appy Pie Connect will create new Zoho Books contact for every new row added to Google Sheets, saving time and efforts by reducing the manual work involved in the process.
    How It Works
    • A new row is added on Google Sheets
    • Appy Pie Connect automatically adds a Zoho Books contact
    What Is Needed For This Integration
    • A Google account with access to Google Sheets
    • A Zoho Books account
  • HubSpot Integration Zoho Books Integration

    Google Sheets + Zoho Books

    Generate Sales Invoices on Zoho Books for new rows on Google Sheets Read More...
    Close
    When this happens...
    HubSpot Integration New Spreadsheet Row
     
    Then do this...
    Zoho Books Integration Create Sales Invoice
    If you’re spending way too much time on your Google Sheets searching new data that needs to be instantly invoiced, this integration is for you. You don’t need to learn programming, just integrate Zoho Books account with your Google Sheets and thereafter, whenever a new row is added in the Google Sheets, we will automatically generate a new sales invoice for that row.
    How It Works
    • Triggers when a row is updated on Google Sheets
    • Appy Pie Connect automatically creates a new sales invoice on Zoho Books
    What You Need
    • A Google account with access to Google Sheets
    • A Zoho Books account
  • HubSpot Integration Zoho Books Integration

    Gmail + Zoho Books

    Create Contact to Zoho Books from New Attachment in Gmail Read More...
    Close
    When this happens...
    HubSpot Integration New Attachment
     
    Then do this...
    Zoho Books Integration Create Contact
  • HubSpot Integration Zoho Books Integration

    Gmail + Zoho Books

    Create Sales Invoice to Zoho Books from New Attachment in Gmail Read More...
    Close
    When this happens...
    HubSpot Integration New Attachment
     
    Then do this...
    Zoho Books Integration Create Sales Invoice
  • HubSpot Integration Zoho Books Integration

    Gmail + Zoho Books

    Create Item to Zoho Books from New Attachment in Gmail Read More...
    Close
    When this happens...
    HubSpot Integration New Attachment
     
    Then do this...
    Zoho Books Integration Create Item
  • HubSpot Integration {{item.actionAppName}} Integration

    HubSpot + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect HubSpot + Zoho Books in easier way

It's easy to connect HubSpot + Zoho Books 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 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
  • 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 Form Submission

    Creates a new Submission for a selected form.

  • 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

  • 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.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How HubSpot & Zoho Books 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 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 to Zoho Books.

    (2 minutes)

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

Integration of HubSpot and Zoho Books

With the growing number of businesses arising in different sectors across the globe, it has become important for every business to look for ways to be innovative and creative in the services offered by them. This is especially true because the competition is so fierce that it can be difficult for a particular business to stay afloat without innovations. To meet this challenge, many companies have turned to online marketing which has proved to be very effective in getting more clients.

In online marketing, one of the most important tops today is software integration. When two or more software companies work together, they can offer more powerful sputions to their clients. HubSpot and Zoho Books are two of the most widely used software companies in the world today. They both own different software packages that are used to help various businesses manage their operations. Many people have been asking questions about how these two different kinds of software can be integrated. In this paper, I will explore how they can be integrated and the benefits that will arise from this integration.

Integration of HubSpot and Zoho Books will offer several benefits to both companies. Firstly, the integration will enable better cplaboration between marketers and salespeople. These two groups of people are important in any company because they play a big rpe in deciding on how much revenue comes into a company and how much is spent on various aspects of the business such as advertising and hiring new people. The integration of Zoho Books and HubSpot will enable marketers and salespeople to share data with each other without the need to convert it to a readable format that can be understood by both parties. Thus, data analysis will be much easier for both groups without the need to waste time.

Secondly, there will be increased efficiency in data management and analysis. Most companies use three main management systems which are financial management, customer relationship management and marketing automation system. It takes a lot of work to integrate these systems together because they are usually very complex. With the integration of HubSpot and Zoho Books, there will be a clearer understanding of how to connect these systems together even without having to develop any new software. Thus, the integration will reduce the workload on programmers while giving companies more contrp over their operations.

Thirdly, integration of HubSpot and Zoho Books can help in generating leads for salespeople. If marketers can access all the information about customers stored in Zoho Books, they will become more informed when they are creating content for their websites. This will make it easier for them to come up with content that will appeal to the customers and help them generate leads for salespeople. A study conducted by Oracle (2013. revealed that most businesses spend more than 50% of their revenue on marketing but only 20% on sales. This means that salespeople have very little time to go after leads that have already been generated by marketers. Integration of HubSpot and Zoho Books will help salespeople spend less time looking for leads and instead focus on closing deals because they will already have all the information about customers in front of them.

In conclusion, I would say that integration of HubSpot and Zoho Books is possible and it will offer many benefits to both companies. Many other companies have done this integration before and it has worked well for them. So far, no problems have been reported due to this integration so I believe that it will help both companies increase their productivity significantly and provide more value to their clients.

The process to integrate HubSpot and Xzazu 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.