HubSpot + Moneybird

Create new HubSpot deals from new Moneybird quotes

Enhance your productivity and maintain organization with this seamless link between Moneybird and HubSpot. When a fresh quote comes up in Moneybird, a corresponding deal is instantly created in HubSpot, eliminating the need for tedious manual data entry. This smooth exchange of data ensures all transaction details are easily available, paving the way for strategic sales planning.

When this happens...
New Quote
Triggers when a new quote is created.
TriggerInstant
automatically do this!
Create Deal
Creates a Deal in HubSpot.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Instant
Try It
- Company Name
- Address1
- Address2
- Zipcode
- City
- Country
- Email
- Phone
- Delivery Method
- Customer Id
- Tax Number
- Firstname
- Lastname
- Chamber Of Commerce
- Send Invoices To Attention
- Send Invoices To Email
- Send Quotes To Attention
- Send Quotes To Email
- Import Job
- Sepa Active
- Sepa Iban
- Sepa Iban Account Name
- Sepa Bic
- Sepa Mandate Id
- Sepa Mandate Date
- Sepa Sequence Type
- Email Ubl
Action
Write
- Contact IdRequired
- Reference
- Quote Date
- Remove Quote Sequence Id
- Language
- Currency
- Prices Are Incl Tax
- Show Tax
- First Due Interval
- Pre Text
- Post Text
- Discount
- Description
- Period
- Price
- Amount
- Tax Rate Id
- Ledger Account Id
- Row Order
Action
Write
- Sales invoice idRequired
- Delivery Method
- Sending Scheduled
- Deliver UBL
- Mergeable
- Email Address
- Email Message
- Invoice Date
Action
Write

- Name
- Percentage
- Country
Action
Search
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It

- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Type of Custom ObjectRequired
Trigger
Scheduled
Try It
- Event Type
Trigger
Scheduled
Try It
- Type
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Blog UrlRequired
- Article StateRequired
Trigger
Scheduled
Try It
- ChannelRequired
- Status
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property NameRequired
Trigger
Scheduled
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- NameRequired
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement TypeRequired
- Assigned To
Action
Write
- Type of Custom ObjectRequired
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom ObjectRequired
Action
Write
- Note
Action
Write
- Product IDRequired
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email AddressRequired
- Event IDRequired
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- FormRequired
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom ObjectRequired
Action
Write
- Note
- Note
- Contact EmailRequired
Action
Write
- Note
- NameRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom ObjectRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
- Document idRequired
- File urlRequired
Action
Write
- ReferenceRequired
- DateRequired
- Contact IdRequired
Action
Write
- Contact IdRequired
- Reference
- Invoice Sequence Id
- Remove Invoice Sequence Id
- Invoice Date
- First Due Interval
- Currency
- Prices Are Incl Tax
- Payment Conditions
- Discount
- Description
- Period
- Price
- Amount
- Tax Rate Id
- Ledger Account Id
- Row Order
Action
Write
- Query
Action
Search
- Query
- Company Name
- Address1
- Address2
- Zipcode
- City
- Country
- Email
- Phone
- Delivery Method
- Customer Id
- Tax Number
- Firstname
- Lastname
- Chamber Of Commerce
- Send Invoices To Attention
- Send Invoices To Email
- Send Quotes To Attention
- Send Quotes To Email
- Import Job
- Sepa Active
- Sepa Iban
- Sepa Iban Account Name
- Sepa Bic
- Sepa Mandate Id
- Sepa Mandate Date
- Sepa Sequence Type
- Email Ubl
Action
Search or write
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Scheduled
Try It
- FormRequired
Trigger
Instant
Try It
- Contact ListRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Property NameRequired
Trigger
Scheduled
Try It
- Property NameRequired
- Properties to retrieveRequired
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property NameRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Social Media ChannelRequired
- Message ContentRequired
- When
- Save as draft
Action
Write
- Note
- Note
- NameRequired
- Company
- Contact
Action
Write
- Note
- Workflow NameRequired
- Contact's EmailRequired
Action
Write
- Contact IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Deal IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Line_item IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Ticket IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URLRequired
- Blog AuthorRequired
- Publish This Post?Required
- Blog Post URLRequired
- Blog Post TitleRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact wasn't a member of the listRequired
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- EmailRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom ObjectRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner emailRequired
- Search among deactivated owners
Action
Search
- Owner IdRequired
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- NameRequired
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

About HubSpot

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

Learn more Help

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Moneybird

Moneybird provides cloud accounting for SME's in Holland.

Learn more Help

Related categories

Accounting

PRODUCTS

CAPABILITIES

By team

HubSpot + Moneybird

Create new HubSpot deals from new Moneybird quotes

New Contact

New Sales Invoice

Create Contact

Company Name

Address1

Address2

Zipcode

City

Country

Email

Phone

Delivery Method

Customer Id

Tax Number

Firstname

Lastname

Chamber Of Commerce

Send Invoices To Attention

Send Invoices To Email

Send Quotes To Attention

Send Quotes To Email

Import Job

Sepa Active

Sepa Iban

Sepa Iban Account Name

Sepa Bic

Sepa Mandate Id

Sepa Mandate Date

Sepa Sequence Type

Email Ubl

Create Quote

Reference

Quote Date

Remove Quote Sequence Id

Language

Currency

Prices Are Incl Tax

Show Tax

First Due Interval

Pre Text

Post Text

Discount

Description

Period

Price

Amount

Tax Rate Id

Ledger Account Id

Row Order

Send Sales Invoice

Sales invoice idRequired

Delivery Method

Sending Scheduled

Deliver UBL

Mergeable

Email Address

Email Message

Invoice Date

Find Tax Rate

Name

Percentage

Country

New Company

Note

Additional properties to retrieve

Company Recently Created or Updated

Note

Additional properties to retrieve

Line_item Recently Created or Updated

Note

Additional properties to retrieve

New Custom Object

Type of Custom ObjectRequired

New Email Event

Event Type