Integrate Unleashed Software with HubSpot CRM
Send information between Unleashed Software and HubSpot CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in HubSpot CRM for each new order placed in Unleashed Software
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in HubSpot CRM whenever a new order is created in Unleashed Software.
How it works
- The flow triggers when a new sales order is created in Unleashed Software.
- Zoho Flow creates a new deal in HubSpot CRM.
Create a new deal in HubSpot CRM for each new order placed in Unleashed Software
Unleashed Software + HubSpot CRM
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Supported triggers and actions
Integrate Unleashed Software and HubSpot CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sales order created
Triggers when a new sales order is created
Sales quote created
Triggers when a new sales quote is created
Sales order created or updated
Triggers when a sales order is created or details of an existing one are updated
Purchase order created or updated
Triggers when a new purchase order is created or updated
Sales invoice created
Triggers when a new sales invoice is created
Customer created
Triggers when a new customer is created
Assembly created
Triggers when a new assembly is created
Warehouse stock transfer created
Triggers when a new warehouse stock transfer is created
Supplier created
Triggers when a new supplier is created
Purchase order created
Triggers when a new purchase order is created
Product created
Triggers when a new product is created
Bill of material created
Triggers when a new bill of material is created
Customer created or updated
Triggers when a new customer is created or the details of an existing customer are updated
Stock adjustment created
Triggers when a new stock adjustment is created
Credit note created
Triggers when a new credit note is created
Product created or updated
Triggers when a new product is created or the details of an existing product are updated
Attribute set created
Triggers when a new attribute set is created
Sales shipment created
Triggers when a new sales shipment is created
Sales invoice created or updated
Triggers when a new sales invoice is created or the details of an existing sales invoice is updated
Sales person created
Triggers when a new sales person is created
Deal created or updated
Triggers when a new deal is created or details of an existing deal is updated
Company created
Triggers when a new company is created
Meeting created
Triggers when a new meeting is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact 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
Deal created
Triggers when a new deal is created
Contact created or updated
Triggers when a new contact is created or details of an existing contact is updated
All Actions - Actions are the automated tasks
Complete assembly
Completes an existing assembly
Create purchase order
Creates a new purchase order
Create sales order
Creates a new sales order
Create attribute set
Creates a new attribute set
Complete warehouse stock transfer
Completes the existing warehouse stock transfer
Create product
Creates a new product
Create customer
Creates a new customer
Create bill of materials
Creates a new bill of materias
Create stock adjustment
Creates a new stock adjustment
Complete sales order
Completes a sales order
Create warehouse stock transfer
Creates a new warehouse stock transfer
Update customer
Updates the details of an existing customer
Update product
Updates the details of an existing product
Update sales order
Updates the details of an existing sales order
Create or update sales person
Updates the details of an existing sales person
Fetch supplier
Fetches the details of an existing supplier using Guid
Fetch customer
Fetches the details of an existing customer using Guid
Fetch warehouse stock transfer
Fetches the details of an existing warehouse stock transfer using transfer order number
Fetch purchase order
Fetches the details of an existing purchase order using Guid
Fetch product
Fetches the details of an existing product using Guid
Fetch stock adjustment
Fetches the details of an existing stock adjustment using Guid
Fetch sales order
Fetches the details of an existing sales order using Guid
Fetch sales quote
Fetches the details of an existing sales quote using Guid
Fetch credit note
Fetches the details of an existing credit note using Guid
Fetch bill of materials
Fetches the details of an existing bill of materials using Guid
Fetch sales invoice
Fetches the details of an existing sales invoice using Guid
Fetch attribute set
Fetches the details of an existing attribute set using Guid
Fetch assembly
Fetches the details of an existing assembly using Guid or assembly or disassembly number
Search assembly
Searches the details of an existing assembly using assembly number
Search purchase order
Searches the details of existing purchase order using order number
Search sales invoice
Searches the details of an existing sales invoice using invoice number
Search customer
Searches the details of existing customer using customer code
Search product
Searches the details of existing product using product code
Search sales order
Searches the details of existing sales order using order number
Search sales quote
Searches the details of an existing sales quote using quote number
Create meeting
Creates a new meeting
Create email
Creates a new email
Create company
Creates a new company
Create contact
Creates a new contact
Create task
Creates a new task
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update company
Updates the details of an existing company by ID
Update deal
Updates the details of an existing deal using its ID
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of an existing contact associated with the specified email
Create or update contact
Creates a new contact or updates the details of an existing contact
Fetch company - By name
Fetches the details of an existing company by name
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch ticket pipeline stage - By name
Fetches the details of the existing stages in the pipeline of the ticket by name
Fetch ticket pipeline - By name
Fetches the details of the existing pipeline of the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
What is Unleashed Software?
Unleashed software is an inventory management platform that gives your business real-time visibility of your stock — and total control of your purchasing, production, warehousing, and sales activity.
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