App Holder
QuickBooks Online

Create or update HubSpot Contacts on new payments in QuickBooks

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Description

If you run a business or work in sales, you’d know that it’s easier to retain existing customers than acquiring new ones. So, one great way to improve your business quickly is staying in touch with new customers to keep them coming back for more. You can collect those new customers as contacts on a CRM tool like HubSpot and maintain relationships with them.

This readymade QuickBooks + HubSpot integration template can take care of that for you. It runs automatically every time a new payment is logged in QuickBooks and creates the relevant contact fields in HubSpot. You can even create custom contact properties in HubSpot and map relevant fields from QuickBooks like Payment Amount, Payment Date, Payment Terms, etc. Putting together all of these details gives you a great understanding of each customer that you can make use of later.

Just connect your QuickBooks and HubSpot accounts in Automate.io, turn on this integration, and save hours of manual work.

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.

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