Integrate HubSpot CRM with FreshBooks
Send information between HubSpot CRM and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Prepare an estimate in FreshBooks for new deals created in your HubSpot CRM
Effortlessly create accurate estimates in your accounting software every time, without any manual input. This flow will create an estimate in your FreshBooks when a new deal is created in HubSpot CRM.
How it works
- The flow triggers when a new deal is created in HubSpot CRM.
- Zoho Flow creates a new estimate in FreshBooks.
Prepare an estimate in FreshBooks for new deals created in your HubSpot CRM
HubSpot CRM + FreshBooks
Generate an invoice in FreshBooks for newly closed deals in HubSpot CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in FreshBooks each time a deal is closed in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice in FreshBooks.
Generate an invoice in FreshBooks for newly closed deals in HubSpot CRM
HubSpot CRM + FreshBooks
Set up a task in FreshBooks every time a task is added in HubSpot CRM
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in FreshBooks as soon as a task is created in HubSpot CRM.
How it works
- The flow triggers when a new task is created in HubSpot CRM.
- Zoho Flow creates a new task in FreshBooks.
Set up a task in FreshBooks every time a task is added in HubSpot CRM
HubSpot CRM + FreshBooks
Build your own integrations between HubSpot CRM and FreshBooks
Connect HubSpot CRM and FreshBooks with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate HubSpot CRM and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Contact created or updated
Triggers when a contact is created or updated
Company created or updated
Triggers when a company is created or updated
Meeting created
Triggers when a new meeting is created
Company created
Triggers when a new company is created
Email created
Triggers when a new email is created
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Deal created or updated
Triggers when a deal is created or updated
Estimate created
Triggers when a new estimate is created
Expense created
Triggers when a new expense is created
Project created
Triggers when a new project is created
Client created
Triggers when a new client is created
Payment added
Triggers when a new payment is added
Invoice created
Triggers when a new invoice is created
Time entry added
Triggers when an new time entry is added
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create company
Creates a new company
Create task
Creates a new task
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Update contact - By VID
Updates the details of a contact associated with the specified VID
Associate CRM entities
Associates two existing CRM entities
Update company
Updates the details of an existing company
Update contact - By email
Updates the details of an existing contact associated with the specified email
Fetch company - By name
Fetches the details of an existing company by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Create project
Creates a new project
Create expense
Creates a new expense
Create client
Creates a new client
Create task
Creates a new task
Update client
Updates the details of an existing client
Update task
Updates the details of an existing task
Update invoice
Updates the details of an existing invoice
Update project
Updates the details of an existing project
Update estimate
Updates the details of an existing estimate
Update expense
Updates the details of an existing expense
Fetch estimate
Fetches the details of an existing estimate by number
Fetch invoice
Fetches the details of an existing invoice by number
Fetch client - By ID
Fetches the details of an existing client by ID
Fetch client - By email address
Fetches the details of an existing client by email address
Fetch user
Fetches the details of an existing user by email address
What is HubSpot CRM?
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.
Similar apps
What is FreshBooks?
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.
Similar apps
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