App Holder
QuickBooks Online

Create or Update HubSpot Contacts on New Payment in QuickBooks

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Description

Automated bookkeeping & syncing of data across HubSpot & QuickBooks will save you hours of manual work.

Delay in updating the latest contact information across apps can break your customer's experience.

This QuickBooks + HubSpot Automation by Automate.io takes care of that for you. It runs automatically every time a new payment is logged in QuickBooks and updates the relevant contact fields in HubSpot. This works great if you want the latest payment updates for your contacts to reflect in HubSpot.

You can create custom contact properties in HubSpot and map relevant fields from QuickBooks like Payment Amount, Payment Date, Payment Terms, etc.

Just connect your QuickBooks and HubSpot accounts in Automate.io and enable this ready to use bot template.

How it works?

  • Step 1: This Bot will trigger on every new payment in QuickBooks

  • Step 2: It will then automatically update the payment details for contacts in HubSpot

Apps you need

  • QuickBooks Online

    QuickBooks is a leading invoicing and payments software. Create and send invoices, track payments and automate bookkeeping.

  • HubSpot

    HubSpot is a leading all-in-one inbound marketing software that comes with content marketing, SEO, landing pages, lead management, marketing automation and more.

Why Automate.io?

Easy

No coding. No change in your apps. Setup and get going in 2 minutes.

Secure

Runs on secure HTTPS channel & all sensitive data is stored in an encrypted format.

Reliable

Used by 1000+ organizations globally - big and small. Live chat support available.

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