HubSpot + Moneybird
Create or update HubSpot contacts when new contacts appear in Moneybird
Save valuable time and increase productivity with this efficient workflow. Whenever a new contact is added in Moneybird, it will swiftly update or create a corresponding contact in HubSpot. This ensures your data remains consistent across both platforms, allowing your team to focus on other essential tasks. You'll never have to manually transfer contact information again, making your customer management simpler and more efficient.
Save valuable time and increase productivity with this efficient workflow. Whenever a new contact is added in Moneybird, it will swiftly update or create a corresponding contact in HubSpot. This ensures your data remains consistent across both platforms, allowing your team to focus on other essential tasks. You'll never have to manually transfer contact information again, making your customer management simpler and more efficient.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created.
Try ItNew Sales Invoice
Triggers when a new sales invoice is created.
Try ItCompany 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
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
New Quote
Triggers when a new quote is created.
Try ItDocument idRequired
File urlRequired
ReferenceRequired
DateRequired
Contact IdRequired
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
