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.

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.

  1. When this happens...
    MoneybirdMoneybird
    New Quote

    Triggers when a new quote is created.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal in HubSpot.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • 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
hubspot logo
hubspot logo

About HubSpot

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

Related categories

  • Marketing Automation

Similar apps

Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Intercom integrationsIntercom integrations

Intercom

Customer Support
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Moneybird

Moneybird provides cloud accounting for SME's in Holland.
Learn more

Related categories

  • Accounting