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.
Categories
Zoho Invoice and HubSpot can also be integrated using automation tools other than integromat:
When this trigger fires in Zoho Invoice
Triggers when a contact is created or updated.
Then this action happens 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.
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
First, we need to connect Zoho Invoice and HubSpot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Zoho Invoice to Make.com.
Give Make.com access to your Zoho Invoice account, using Zoho Invoice credentials.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Part II
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
Choose the following trigger: Watch Contacts (Triggers when a contact is created or updated.).
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
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Create HupSpot CRM contacts from Zoho Invoice contacts!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Creates an invoice for your customer.
Create a New Invoice
Creates a new contact.
Gets the details of an invoice.
Creates a contact with given information.
Get details of a contact.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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.