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Set up your first integration
Quickly connect HubSpot to Moneybird with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with Moneybird - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Add Attachment to New Document" in Moneybird.
You’re connected!
Zapier seamlessly connects HubSpot and Moneybird, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use HubSpot and Moneybird
Sync new sales invoices to CRM.
Tracks new sales invoices in Moneybird by having them automatically synced to HubSpot. This way, the sales records in your CRM are always up-to-date, reducing manual work and improving accuracy.
Business OwnerUpdate invoices based on customer queries.
If a support ticket in HubSpot is raised that involves billing adjustments, Zapier automatically updates the relevant sales invoice in Moneybird. This prevents billing discrepancies and speeds up resolution time.
Customer Support OpsCreate new quotes for potential deals.
When a new deal is added to HubSpot, Zapier triggers the creation of a quote in Moneybird. This makes preparing sales documentation seamless, ensuring clients quickly receive their quotes.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + Moneybird integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Moneybird
Is it possible to automatically create a Moneybird contact from a HubSpot contact?
Yes, you can set up a trigger in HubSpot such that whenever a new contact is added, an action is executed in Moneybird to create a corresponding contact. Our system ensures the seamless transfer of essential information like name, email, and address between both platforms.
