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Zoho Books + HubSpot CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

HubSpot CRM Integrations
HubSpot CRM Alternatives

Looking for the HubSpot CRM Alternatives? Here is the list of top HubSpot CRM Alternatives

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Best ways to Integrate Zoho Books + HubSpot CRM

  • Zoho Books HubSpot CRM

    Zoho Books + HubSpot CRM

    Create Deal to HubSpot CRM from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    HubSpot CRM Create Deal
  • Zoho Books HubSpot CRM

    Zoho Books + HubSpot CRM

    Create Company to HubSpot CRM from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    HubSpot CRM Create Company
  • Zoho Books HubSpot CRM

    Zoho Books + HubSpot CRM

    Update Company in HubSpot CRM when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    HubSpot CRM Update Company
  • Zoho Books HubSpot CRM

    Zoho Books + HubSpot CRM

    Update Deal in HubSpot CRM when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    HubSpot CRM Update Deal
  • Zoho Books HubSpot CRM

    Zoho Books + HubSpot CRM

    Create or Update Contact to HubSpot CRM from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    HubSpot CRM Create or Update Contact
  • Zoho Books {{item.actionAppName}}

    Zoho Books + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • 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.

How Zoho Books & HubSpot CRM Integrations Work

  1. Step 1: Choose Zoho Books 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 HubSpot CRM 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 Zoho Books to HubSpot CRM.

    (2 minutes)

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

Integration of Zoho Books and HubSpot CRM

Zoho Books?

Zoho Books is an accounting software which helps small business owners to manage their business expenses, invoices, accounts, billing, payrpl and other financial transactions. It gives them a 360-degree view of their business.

It tracks the finances of the business in real time. It is a cloud-based system which works on almost all platforms including Windows, Mac and Linux.

HubSpot CRM?

HubSpot CRM is a marketing automation platform for small businesses. It helps them to create and share marketing content, manage contacts, track leads and automate emails. These features help in the betterment of sales and marketing of small businesses.

Integration of Zoho Books and HubSpot CRM

Integration of Zoho Books and HubSpot CRM makes it easier for small business owners to manage their business finances, leads, contacts and marketing campaigns on one single platform. It also helps them to save time and management costs.

Zoho Books acts as an accounting software for small businesses whereas HubSpot CRM acts as an effective marketing top for them. By integrating these two software, small business owners can accomplish their financial tasks from accounting to managing leads, contacts, social media updates etc., by automating a lot of tasks.

Small businesses can manage their lead generation process easily by tracking customer behavior using Zoho Books and then passing those leads on to HubSpot CRM for further nurturing. It also helps them to send automated emails to their leads using Zoho Books.

The integration of these two software also makes it easy to manage social media accounts of small businesses by posting informative and attractive posts on social networking sites like Facebook or Twitter. This, in turn, will help in generating leads for small businesses.

Benefits of Integration of Zoho Books and HubSpot CRM

Integrating Zoho Books and HubSpot CRM has some benefits like:

  • Easy Management of Financial Transactions. Small businesses can easily manage their financial transactions on one single platform i.e., Zoho Books. This will make their financial transactions more organized and transparent.
  • Easy Management of Leads and Contacts. Small businesses can track their lead generation process and pass the leads to HubSpot CRM for further nurturing through Zoho Books. This helps them to save time as well as reduce the management cost. Thus, they can focus more on their core business activities like sales and marketing.
  • Easy Management of Social Media Accounts. Small businesses can post professional yet informative content on their social media accounts by using Zoho Books. This helps them to increase leads for their business through social media sites. They can also send automated emails to their contacts through Zoho Books for lead generation purpose.

In conclusion, we can say that integration of Zoho Books and HubSpot CRM would result in the creation of an overall marketing spution for small businesses. It will give them a complete insight into the performance and progress of their business activities such as finance, leads generation etc., thus helping them to run their business successfully.

The process to integrate Zoho Books and HubSpot CRM 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.