Integrating QuickBooks Online with HubSpot by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between QuickBooks Online and HubSpot

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About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

About HubSpot

HubSpot serves as a holistic CRM solution, seamlessly blending marketing, sales, and customer service functionalities. It enables businesses to streamline tasks like email marketing, social media management, lead generation, sales automation, and customer support, boosting operational efficiency and improving customer relationships.

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Connect QuickBooks Online + HubSpot in easier way

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

  • Triggers
  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Product

    Triggers every time you add a new product.

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

  • Updated Invoice

    Triggers every time you update a invoice

  • Contact Recently Created or Updated

    Triggers when a contact recently created or updated.

  • 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 Form Submission

    Triggers when a form in submitted.

  • New Product

    Triggers when a new product is available.

  • Updated Company

    Triggers when a update company is available

  • Updated Deal Stage To Closed Won

    Triggers when a deal stage is updated.

  • Actions
  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Item

    Create a item

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

  • 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.

  • Add Note To Contact

    Add Note To Contact.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Associations

    Creates associations between objects

  • 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 Line Item

    Create a line_item in HubSpot

  • Create Ticket

    Create a Ticket in HubSpot

  • Create or Update Contact

    Create or Update a contact in HubSpot

  • Update Company

    Update a Company in HubSpot"

  • Update Deal

    Update a Deal in HubSpot

  • Update Line Item

    Update exiting line_item in HubSpot

  • Update Product

    Search Product and Update It.

How QuickBooks Online & HubSpot Integrations Work

  1. Step 1: Choose QuickBooks Online as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick HubSpot 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 QuickBooks Online to HubSpot.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 6:37 pm
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