Integrate HubSpot CRM with sevDesk

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

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Create an invoice in sevDesk for the latest closed deals in HubSpot CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in sevDesk whenever a deal is closed in HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new invoice in sevDesk.
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Create an invoice in sevDesk for the latest closed deals in HubSpot CRM

HubSpot CRM + sevDesk

Build your own integrations between HubSpot CRM and sevDesk

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Supported triggers and actions

Integrate HubSpot CRM and sevDesk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Deal created or updated

Triggers when a deal is created or updated

Task created

Triggers when a new task is created

Company created or updated

Triggers when a company is created or updated

Meeting created

Triggers when a new meeting is created

Contact created or updated

Triggers when a contact is created or updated

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Email created

Triggers when a new email is created

Task created

Triggers when a new task is created

Contact added

Triggers when a new contact (person /company ) is added

Order received

Triggers when a new invoice is received

Invoice created

Triggers when a new invoice is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create company

Creates a new company

Create deal

Creates a new deal

Create ticket

Creates a new ticket

Create contact

Creates a new contact

Associate CRM entities

Associates two existing CRM entities

Create or update contact

Creates a new contact or updates the contact details if the contact already exists

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

Update contact - By VID

Updates the details of a contact associated with the specified VID

Fetch ticket pipeline - By name

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

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch deal - By ID

Fetches the details of an existing deal by ID

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 company - By name

Fetches the details of an existing company by name

Create contact

Creates a new contact

Create voucher

Creates a new voucher

Create contact address

Creates a new contact address

Create task

Creates a new task

Create order

Creates a new order

Create invoice

Creates a new invoice

Fetch category by name

Fetches the details of an existing category by name

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch country by ID

Fetches a country by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch country by name

Fetches a country by name

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch category by ID

Fetches the details of an existing category by ID

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch sevuser by email

Fetches the details of an existing sevuser 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.

CRM

What is sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

Build comprehensive workflows using

Webhook triggers

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Logic

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

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Custom functions

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

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