Integrate HubSpot CRM with Bexio

Send information between HubSpot CRM and Bexio automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate HubSpot CRM and Bexio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created or updated

Triggers when a new company is created or details of an existing company is updated

Contact created

Triggers when a new contact is created

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

Deal created or updated

Triggers when a new deal is created or details of an existing deal is updated

Contact created or updated

Triggers when a new contact is created or details of an existing contact is updated

Deal created

Triggers when a new deal is created

Email created

Triggers when a new email is created

Meeting created

Triggers when a new meeting is created

Company created or updated

Triggers when a new company is added or details of an existing company are updated

New product created

Triggers when a new product is created

Sales invoice created or updated

Triggers when a sales invoice is created or an existing one is updated with the selected status

Quote created or updated

Triggers when a quote or offer is created or details of an existing quote are updated

Person added or updated

Triggers when a new person is added or details of an existing person are updated

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create company

Creates a new company

Create deal

Creates a new deal

Create ticket

Creates a new ticket

Create task

Creates a new task

Create email

Creates a new email

Create meeting

Creates a new meeting

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update contact - By email

Updates the details of an existing contact associated with the specified email

Associate CRM entities

Associates two existing CRM entities

Update deal

Updates the details of an existing deal using its ID

Update company

Updates the details of an existing company by ID

Create or update contact

Creates a new contact or updates the details of an existing contact

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch company - By ID

Fetches the details of an existing company by ID

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 the existing pipeline of the ticket by name

Fetch ticket pipeline stage - By name

Fetches the details of the existing stages in the pipeline of the ticket by name

Find country

Finds the details of the specified country

Create product

Creates a new product

Find company

Finds the details of the specified company

Create contact relation

Links a sub contact to a parent contact

Create company

Creates a new company

Update company

Updates the details of the specified company

Find product

Finds the details of an existing product by name

Create timesheet

Creates a new timesheet

Create project

Creates a new project

Update person

Updates the details of the specified person

Find person

Finds the details of the specified person

Create person

Creates a new person

Update product

Updates the details of on existing product by ID

Update project

Updates the details of an existing project

Find language

Finds the details of an existing language

Find salutation title

Find the details of an existing salutation title

Find business activity

Finds the details of an existing business activity

Find currency

Finds a currency by name or ID

Find project

Finds the details of an existing project

Find salutation form

Find the details of an existing salutation form

Find user

Finds the details of the specified user by email or user ID

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.

CRM

What is Bexio?

Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.

Accounting CRM Dashboard

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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