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HubSpot CRM + Zoho Books Integrations

Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Zoho Books

About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About Zoho Books

Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.

Zoho Books Integrations
Zoho Books Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • FreshBooks FreshBooks
  • Freshsales Freshsales

Best HubSpot CRM and Zoho Books Integrations

  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Messages to Channels in Microsoft Teams for new Hubspot CRM Deals Read More...
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Keep your team on the same page by sending out notifications whenever new deals are created in your CRM. With this HubSpot CRM – Microsoft Teams integration, whenever a new deal is created in HubSpot, we’ll send all related information to your chosen Microsoft Teams channel without any manual effort from your end. To set it up, you'll just need to add channel names (single or multiple). Don’t worry we provide step-by-step instructions for it all.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new deal is created in HubSpot CRM
    • Appy Pie Connect sends a message to the selected channel on Microsoft Teams
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Notifications to Microsoft Teams channels for new HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Want to make sure that all your team members on Microsoft Teams know about every new customer on HubSpot CRM? Use this Connect to automatically send messages whenever new contacts are created in HubSpot CRM. Once you've set up this automation, adding a new contact on HubSpot CRM will automatically trigger a notification to the channel of your choice. This way, you can be sure everyone is in the loop at all times.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new contact is created in HubSpot CRM
    • Appy Pie Connect sends a message to the Microsoft Teams channel
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM MailChimp

    HubSpot CRM + MailChimp

    Create MailChimp subscribers from new Hubspot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Make your email marketing campaign more successful by connecting your MailChimp account with Hubspot CRM. This integration will help you grow your email subscribers list without any manual effort. Once it’s active, any time you create a new Hubspot CRM, the contacts will automatically be added to a Mailchimp list of your choice.
    How It Works
    • You create a new contact in Hubspot CRM
    • Appy Pie Connect automatically adds that contact to a Mailchimp list
    What You Need
    • A Mailchimp account
    • A Hubspot CRM account
  • HubSpot CRM Google Sheets

    HubSpot CRM + Google Sheets

    Add new rows to Google Sheets for HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Turn Google Sheets into a database for your HubSpot CRM contacts with Appy Pie Connect. Our platform lets you integrate HubSpot CRM with Google Sheets in minutes without any coding. Once you’ve set up this integration, whenever a new contact is added to your HubSpot CRM, we will automatically add it to the Google Sheets spreadsheet. This way you can keep a record of all your HubSpot CRM contacts in one place.
    How This Integration Works
    • A new contact is added to HubSpot CRM
    • Appy Pie Connect adds the contact information to a new row in a Google Sheets spreadsheet
    What You Need
    • A HubSpot CRM account
    • A Google account
  • HubSpot CRM HubSpot CRM

    Paypal + HubSpot CRM

    Create Deals on Hubspot CRM for new PayPal sales Read More...
    When this happens...
    HubSpot CRM Successful Sale
     
    Then do this...
    HubSpot CRM Create Deal
    Adding contacts to your customer relationship management platform is a great way to grow your lists, but it requires a lot of manual work on your part. Use this integration from Appy Pie Connect to automatically create a new contact or a new opportunity in Hubspot CRM whenever a sale is successfully completed in PayPal. This way, you can grow your business sales like never before.
    How It Works
    • A successful sale occurs in PayPal
    • Appy Pie Connect creates a new deal in HubSpot
    What You Need
    • A PayPal account
    • A HubSpot CRM account
  • HubSpot CRM HubSpot CRM

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    When this happens...
    HubSpot CRM {{item.triggerTitle}}
     
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Connect HubSpot CRM + Zoho Books in easier way

It's easy to connect HubSpot CRM + Zoho Books without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

    Actions
  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

How HubSpot CRM & Zoho Books Integrations Work

  1. Step 1: Choose HubSpot CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate HubSpot CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Books as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho Books with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of HubSpot CRM and Zoho Books

HubSpot CRM?

Businesses need to manage their sales, customers, support, marketing and other business activities as well. They need a CRM software that can be used by all departments of the organization in order to create and maintain healthy relationship with their clients. HubSpot CRM is a software that helps businesses to manage all their activities. It provides worth features like lead management, marketing automation, social media marketing, contact management etc. It also supports integration of other apps. Zoho Books is an online accounting software that allows users to keep track of the finance of their organization. It supports integration of other apps. Both these softwares have different features but they are both useful for any business.

  • Zoho Books?
  • Zoho Books is a powerful accounting top that helps business owners to manage their finance easily. Since it is web-based software, no installation is required. The user only needs to sign up with Zoho Books and start using its features. The software provides features like invoicing, billing, accounting, payrpl, inventory management etc. It also offers various integrations with other softwares such as Google Apps, Gmail, Google Docs, Salesforce etc. Zoho books is helpful for small business owners who don’t want to spend money on additional softwares and they want to do their work from one place only.

  • Integration of HubSpot CRM and Zoho Books
  • HubSpot CRM and Zoho books both provide services for business owners. But there are some limitations too. No software can provide all the features that are required by the users. So integration of different softwares is required to get the best out of them. Both HubSpot CRM and Zoho Books have integrations with other apps. HubSpot has a plugin for Zoho books which helps in integrating the two software services. This plugin will help users to create a fully functional CRM system for their organization. This integration is very easy. Every user can integrate the two softwares without any difficulty. Also, the integration process takes less time to complete. This plugin is free for both paid and free users of Zoho books and HubSpot CRM.

  • Benefits of Integration of HubSpot CRM and Zoho Books
  • Integration of HubSpot CRM and Zoho Books has a number of benefits for the users:

    Using both the services together will increase productivity of the employees significantly because all the tasks will be done from one place only.

    Integration makes it easier to connect with the clients and prospects too as everything is available at one place only. A lot of time will be saved because the contact information and other details will be available in one place only.

    The customer support team will also benefit from this integration as they will be able to respve issues faster than before because they have all the information about the clients at one place only.

    Integration will save a lot of time because it will not be necessary to enter same details into multiple softwares again and again. The necessary information can be entered once into these softwares and then it will be automatically updated in all the other softwares where it is integrated. It will also be easier to manage and track leads because everything will be stored in one place only. All details related to leads such as emails, phone numbers, website links etc will be available in one place only and also they are automatically updated in other softwares where it has been integrated so there is no need to enter these details again.

    The process to integrate HubSpot CRM and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.