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HubSpot + QuickBooks Online

Update deals in HubSpot when new estimates arrive in QuickBooks Online

This workflow initiates when a new estimate is created in QuickBooks Online, leading to an automatic update of a deal in HubSpot. It's a great time-saving solution for those who constantly switch between QuickBooks and HubSpot to manage business finances and client deals. This automation ensures that your deal information in HubSpot always reflects the latest financial estimates from QuickBooks, eliminating redundancy and bolstering accuracy.

This workflow initiates when a new estimate is created in QuickBooks Online, leading to an automatic update of a deal in HubSpot. It's a great time-saving solution for those who constantly switch between QuickBooks and HubSpot to manage business finances and client deals. This automation ensures that your deal information in HubSpot always reflects the latest financial estimates from QuickBooks, eliminating redundancy and bolstering accuracy.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Estimate

    Triggered when you add a new estimate.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Update Deal

    Update 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.
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Related categories

  • Marketing Automation

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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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