Abacus
When this happens...
HubSpotNew Contact in List
Then do this...
AbacusCreate Expense Field Tag

Tracking expenses by prospects and clients is an important way to keep an eye on budgets. Now you can create new expense tags in Abacus when you add a contact to a list in Hubspot: Set up this automation and we'll take care of everything. Employees will then be able to tag expenses for your new client or lead as needed.

How It Works

  1. A new Contact is added to a selected Hubspot list
  2. Zapier adds the contact as a tag to an expense field in Abacus

What You Need

  • Hubspot account
  • An Abacus account with administrator privileges

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Abacus + HubSpot and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact in List

Triggers when a contact is added to the specified list. (Marketing Hub Starter plans and above)

Invite a User

Invite a user to your Abacus account.

New Form Submission

Triggers when a form is submitted.

Upload Receipt

Adds an image to the Abacus receipt inbox

New Contact

Triggers when a new contact is created.

Create Expense Field Tag

Creates a new Expense Field Tag.

(Expense Fields are managed on Abacus, and are a set of tags that can be applied to expenses for clients, projects, or events. This action adds a tag to a specific expense field.)

New COS Blog Article

Triggers when a new article is added to your COS blog.

Create or Update Contact

Creates a new contact or updates an existing contact based on email address.

New Contact Property Change

Triggers when a specified property is provided or updated on a contact.

Create Form Submission

Creates a new submission for a selected form.

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Become a Zapier Integration Partner

Abacus is the easiest way for you to reimburse your team, reconcile corporate credit cards, and implement your expense policy.

HubSpot is your all-in-one stop for all of your marketing software needs.

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