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HubSpot + QuickBooks Online

Create new HubSpot deals immediately when new QuickBooks Online sales receipts are generated

This workflow helps streamline your sales and marketing operations. Once you receive a new sales receipt in QuickBooks Online, a deal will immediately be created in your HubSpot account. It eliminates the need for manual data entry, helping you save valuable time and maintain efficiency in your financial and sales process. Additionally, it ensures that every sales transaction is recorded accurately in HubSpot for better tracking and engagement with your customers.

This workflow helps streamline your sales and marketing operations. Once you receive a new sales receipt in QuickBooks Online, a deal will immediately be created in your HubSpot account. It eliminates the need for manual data entry, helping you save valuable time and maintain efficiency in your financial and sales process. Additionally, it ensures that every sales transaction is recorded accurately in HubSpot for better tracking and engagement with your customers.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Sales Receipt

    Triggered when a new sales receipt is added (with line item support).

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • QuickBooks Online triggers, actions, and search

    New Account

    Triggered when you add a new account.

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Invoice

    Triggered when you add a new invoice (with line item support).

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Sales Receipt

    Triggered when a new sales receipt is added (with line item support).

    Trigger
    Scheduled
    Try It
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About HubSpot

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

Related categories

  • Marketing Automation

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quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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