HubSpot + Zoho Invoice
Create new HubSpot deals from new Zoho Invoice estimates
Easily streamline your sales process with this efficient workflow. When a new estimate is created within Zoho Invoice, a corresponding deal is instantly created in HubSpot. This easy-to-set-up mechanism eliminates manual data entry, fostering a smooth transition from estimates to deals, making your sales process faster and more organized.
Easily streamline your sales process with this efficient workflow. When a new estimate is created within Zoho Invoice, a corresponding deal is instantly created in HubSpot. This easy-to-set-up mechanism eliminates manual data entry, fostering a smooth transition from estimates to deals, making your sales process faster and more organized.
- When this happens...New Estimate
Triggers when a New Estimate is Created.
- automatically do this!Create Deal
Creates a Deal in HubSpot.
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