Zoho Invoice
HubSpot
integromat

An automated workflow using integromat

Connects Zoho Invoice + HubSpot

Create HupSpot CRM contacts from Zoho Invoice contacts

About this workflow template

This automation scenario allows you to connect Zoho Invoice and HubSpot

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Zoho Invoice and HubSpot can also be integrated using automation tools other than integromat:

Diagram

Create HupSpot CRM contacts from Zoho Invoice contacts
Workflow diagram: Zoho Invoice + HubSpot integration

How it works?

When this trigger fires in Zoho Invoice

Zoho Invoice

Watch Contacts in Zoho Invoice

Triggers when a contact is created or updated.

Then this action happens in HubSpot

HubSpot

Create/Update a Contact (Legacy) in HubSpot

Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create HupSpot CRM contacts from Zoho Invoice contacts.

Part I

Configure Applications

First, we need to connect Zoho Invoice and HubSpot to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Zoho Invoice to Make.com.

    Connect Zoho Invoice to Make.com.

    Give Make.com access to your Zoho Invoice account, using Zoho Invoice credentials.

  • Connect HubSpot to Make.com.

    Connect HubSpot to Make.com.

    Give Make.com access to your HubSpot account, using HubSpot credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Zoho Invoice

    Set up a Trigger action for Zoho Invoice

    Choose the following trigger: Watch Contacts (Triggers when a contact is created or updated.).

  • Then set up an Action for HubSpot

    Then set up an Action for HubSpot

    Choose this action: Create/Update a Contact (Legacy) (Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Zoho Invoice and HubSpot.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create HupSpot CRM contacts from Zoho Invoice contacts!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapier
    triggerbyzapier
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • Zoho Invoice

    Create an invoice

    Creates an invoice for your customer.

    integromat
    actionbyintegromat
  • Zoho Invoice

    Create new invoice

    Create a New Invoice

    zapier
    actionbyzapier
  • Zoho Invoice

    Create new contact

    Creates a new contact.

    zapier
    actionbyzapier
  • Zoho Invoice

    Get an invoice

    Gets the details of an invoice.

    integromat
    actionbyintegromat
  • Zoho Invoice

    Create a contact

    Creates a contact with given information.

    integromat
    actionbyintegromat
  • Zoho Invoice

    Get a contact

    Get details of a contact.

    integromat
    actionbyintegromat

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.