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HubSpot

HubSpot and QuickBooks Online Integration

Sync all your Quickbooks customers to Hubspot contacts. Create invoices automatically in Quickbooks form Hubspot activity. Create automated sales and payment workflows.Gather leads into HubSpot, automate marketing and sales process.

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Popular Integrations

QuickBooks Online - New Payment HubSpot - Add or Update a Contact

Create or update HubSpot Contacts on new payments in QuickBooks

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.

Read More
HubSpot - New Contact QuickBooks Online - Add or Update a Customer

Add or Update a Customer in QuickBooks Online on a New Contact in HubSpot

QuickBooks Online - New Customer HubSpot - Add or Update a Contact

Add or Update a Contact in HubSpot on a New Customer in QuickBooks Online

HubSpot - Email Bounced QuickBooks Online - Add or Update a Customer

Add or Update a Customer in QuickBooks Online on a Email Bounced in HubSpot

HubSpot - Email Clicked QuickBooks Online - Add or Update a Customer

Add or Update a Customer in QuickBooks Online on a Email Clicked in HubSpot

HubSpot - Contact Modified QuickBooks Online - Add or Update a Customer

Add or Update a Customer in QuickBooks Online on a Contact Modified in HubSpot

HubSpot - Email Opened QuickBooks Online - Add or Update a Customer

Add or Update a Customer in QuickBooks Online on a Email Opened in HubSpot

HubSpot - Contact Property Modified QuickBooks Online - Add or Update a Customer

Add or Update a Customer in QuickBooks Online on a Contact Property Modified in HubSpot

Looking for something else?


Create your own Integration

Connect HubSpot and QuickBooks Online the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • HubSpot - New Contact

    New Contact

    Triggers when there is a new contact. NOTE: This trigger is not designed for bulk imports and can only support a maximum of 100 contacts at a time
  • HubSpot - Contact Property Modified

    Contact Property Modified

    Triggers every time when a specified property is updated on any contact. This also triggers when a contact is created with this property
  • HubSpot - Contact Modified

    Contact Modified

    Triggers every time when any property is updated on any contact. This also triggers when a contact is created.
  • HubSpot - Deal Property Modified

    Deal Property Modified

    Triggers every time when a specified deal property changes.
  • HubSpot - Email Bounced

    Email Bounced

    Triggers when a Campaign Email Bounces
  • HubSpot - Email Clicked

    Email Clicked

    Triggers when a Campaign Email is Clicked on
  • HubSpot - Email Opened

    Email Opened

    Triggers when a Campaign Email is Opened
  • HubSpot - New Blog Post Published

    New Blog Post Published

    Triggers when a COS Blog Post is Published
  • HubSpot - New Contact in list

    New Contact in list

    Triggers when there is a new contact in a specific list. NOTE: This trigger is not designed for bulk imports and can only support a maximum of 100 contacts at a time
  • QuickBooks Online - New Expense

    New Expense

    Triggers when a new Expense is created
  • QuickBooks Online - New Bill

    New Bill

    Triggers when a new Bill is created in Expenses
  • QuickBooks Online - New Customer

    New Customer

    Triggers when a customer is created
  • QuickBooks Online - New Journal Entry

    New Journal Entry

    Triggers when a new Journal Entry is created
  • QuickBooks Online - New Payment

    New Payment

    Triggers when a payment is received
  • QuickBooks Online - New Purchase Order

    New Purchase Order

    Triggers when a new Purchase Order is created
  • QuickBooks Online - New Invoice Line Item

    New Invoice Line Item

    Triggers when there is a new Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
  • QuickBooks Online - New Sales Receipt

    New Sales Receipt

    Triggers when you add a new Sales Receipt
  • QuickBooks Online - New Account

    New Account

    Triggers when you add a new Account
  • QuickBooks Online - Invoice Updated

    Invoice Updated

    Triggers when an existing Invoice gets Updated
  • QuickBooks Online - New Invoice

    New Invoice

    Triggers when you add a new Invoice
  • QuickBooks Online - New Estimate

    New Estimate

    Triggers when a Estimate is added
  • QuickBooks Online - Modified Customer

    Modified Customer

    Triggers when a customer data is modified
  • QuickBooks Online - Bill Due

    Bill Due

    Triggers when a Bill is nearing/past Due date by a specified number of days.
  • QuickBooks Online - Invoice Due

    Invoice Due

    Triggers when an Invoice is nearing/past Due date by a specified number of days.
  • QuickBooks Online - New Vendor

    New Vendor

    Triggers when a Vendor is added

Do this

ACTIONS
  • QuickBooks Online - Add or Update a Customer

    Add or Update a Customer

    Creates a customer, updates existing one based on Display name
  • QuickBooks Online - Add an Invoice

    Add an Invoice

    Creates an invoice for a customer
  • QuickBooks Online - Add a Payment

    Add a Payment

    Creates a Payment for a Customer
  • QuickBooks Online - Add a Sales Receipt

    Add a Sales Receipt

    Creates a sales invoice for a customer
  • QuickBooks Online - Add a Vendor

    Add a Vendor

    Creates a new Vendor
  • QuickBooks Online - Add a Purchase Order

    Add a Purchase Order

    Add a Purchase Order
  • QuickBooks Online - Add an Expense (account based)

    Add an Expense (account based)

    Add an expense (account line support)
  • QuickBooks Online - Add a Credit Note

    Add a Credit Note

    Add a Credit Note
  • QuickBooks Online - Add a Product or Service

    Add a Product or Service

    Creates a new Product/Service
  • QuickBooks Online - Add a Journal Entry

    Add a Journal Entry

    Add a Journal Entry
  • QuickBooks Online - Add Line Item To Invoice

    Add Line Item To Invoice

    add a new line item to an existing invoice
  • QuickBooks Online - Add Note

    Add Note

    Add Note to a Resource
  • QuickBooks Online - Add a Bill

    Add a Bill

    Add a bill to a vendor
  • QuickBooks Online - Add a Cheque

    Add a Cheque

    Add a Cheque
  • QuickBooks Online - Add a Refund Receipt

    Add a Refund Receipt

    Adds a Refund Receipt
  • QuickBooks Online - Add an Estimate

    Add an Estimate

    Add an Estimate
  • QuickBooks Online - Add Time Activity

    Add Time Activity

    Add Time Activity
  • QuickBooks Online - Add an Expense (item based)

    Add an Expense (item based)

    Add an expense
  • QuickBooks Online - Search a Customer

    Search a Customer

    Searches for a Customer based on Name or Email
  • QuickBooks Online - Update Bill

    Update Bill

    Updates an existing Bill
  • QuickBooks Online -  Search a Product or Service

    Search a Product or Service

    Searches for products/service based on name. Use this to dynamically add line items to Invoice/Bill/Expense.
  • QuickBooks Online - Search Vendors

    Search Vendors

    Searches for a Vendor based on Name, Email or Id
  • QuickBooks Online - Send Invoice

    Send Invoice

    Send an invoice to a specified email
  • QuickBooks Online - Send a Sales Receipt

    Send a Sales Receipt

    Send a Sales Receipt to a specified email
  • QuickBooks Online - Update an Invoice

    Update an Invoice

    Updates an existing Invoice using Invoice ID
  • QuickBooks Online - Search Invoice

    Search Invoice

    Searches for a Invoice based on Invoice Number
  • HubSpot - Add or Update a Contact

    Add or Update a Contact

    Add or Update a Contact
  • HubSpot - Add an existing Contact to a List

    Add an existing Contact to a List

    Add an existing Contact to a specific List
  • HubSpot - Add a Contact to Workflow

    Add a Contact to Workflow

    Add an existing Contact to a specific Workflow
  • HubSpot - Add a new COS Blog post

    Add a new COS Blog post

    Add a new COS Blog Post
  • HubSpot - Submit Form

    Submit Form

    Submit the selected form with the provided values
  • HubSpot - Trigger an Enterprise Event

    Trigger an Enterprise Event

    Trigger a custom Enterprise Event for the specified event
  • HubSpot - Add a Social Media Message

    Add a Social Media Message

    Post a message on one of your Social Media Channels.
  • HubSpot - Search a Contact

    Search a Contact

    Search a Contact using Hubspot Contact Id or Email

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

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Facebook Lead Ads
Wufoo

Forms

HubSpot Workflow
QuickBooks Online Workflow
Gmail
Office 365
Zoho Mail

Email

Connect HubSpot and QuickBooks Online with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

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