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
- A new Contact is added to a selected Hubspot list
- Zapier adds the contact as a tag to an expense field in Abacus
What You Need
- Hubspot account
- An Abacus account with administrator privileges
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,500+ apps in minutes.
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.
Triggers when a contact is added to the specified list. (Marketing Hub Starter plans and above)
Invite a user to your Abacus account.
Triggers when a form is submitted.
Adds an image to the Abacus receipt inbox
Triggers when a new contact is created.
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.)
Triggers when a message is posted from HubSpot to the specified social media channel.
Creates a new contact or updates an existing contact based on email address.
Triggers when a new article is added to your COS blog.
Creates a new submission for a selected form.
You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.