Integrate HubSpot CRM with Saasu
Send information between HubSpot CRM and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for newly acquired deals in HubSpot CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Saasu 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 with item layout and inventory items in Saasu.
Create an invoice in Saasu for newly acquired deals in HubSpot CRM
HubSpot CRM + Saasu
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Supported triggers and actions
Integrate HubSpot CRM and Saasu using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Meeting created
Triggers when a new meeting 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
Company created or updated
Triggers when a new company is created or details of an existing company is updated
Email created
Triggers when a new email is created
Contact updated
Triggers when the details of an existing contact are updated
New activity
Triggers when a new activity is created
New purchase order
Triggers when a new purchase order is created
New company
Triggers when a new company is created
New invoice
Triggers when a new invoice is created
New contact
Triggers when a new contact is created
New item
Triggers when a new item is created
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 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
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
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
Create item invoice
Creates a new invoice with item layout and inventory items
Create activity
Creates a new activity
Create service invoice
Creates a new invoice with service layout
Create company
Creates a new company
Create item
Creates a new item
Create account
Creates a new account
Create contact
Creates a new contact
Create inventory adjustment
Creates a new inventory adjustmemt
Create journal
Creates a new journal
Update contact
Updates details of the selected contact
Update company
Updates the details of an existing company
Update inventory adjustment
Updates the details of an existing inventory adjustment
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Update account
Updates the details of an existing account
Update activity
Updates the details of an existing activity
Update journal
Updates the details of an existing journal
Fetch contact
Fetches details of the selected contact
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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.
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What is Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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