Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
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
Zoho Books + HubSpot CRMCreate Company to HubSpot CRM from New Item in Zoho Books Read More...
Zoho Books + HubSpot CRMUpdate Company in HubSpot CRM when New Item is created in Zoho Books Read More...
Zoho Books + HubSpot CRMUpdate Deal in HubSpot CRM when New Item is created in Zoho Books Read More...
Zoho Books + HubSpot CRMCreate or Update Contact to HubSpot CRM from New Item in Zoho Books Read More...
It's easy to connect Zoho Books + HubSpot CRM without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Associates the deal with dealId with the contact.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
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 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 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.
Integrating Zoho Books and HubSpot CRM has some benefits like:
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.