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HubSpot
HubSpot
1. Choose trigger event
QuickBooks Online
QuickBooks Online
2. Choose action
1. Select the event
Setup
Test
HubSpot
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects HubSpot and QuickBooks Online, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Vendor
Required
Terms
Transaction Date
Due_date
Bill Number
Department
Global_tax_calculation
Product/Service
Description
Qty
Rate
Amount
Required
Billable?
Customer
Line_class
Tax_code
AP Account
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Primary Email Address
Given Name
Required
Family Name
Required
Middle Name
Employee Phone Number
Birth Date
Billable Time
Active
Release Date
Cost Rate
Employee Mobile
Gender
Hired Date
Organization
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Full Name
Required
Display_name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Notes
Currency
Taxable
Tax_code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred_payment_method
Preferred_delivery_method
Terms
Customer_type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Payee_type
Required
Payment_type
Required
Bank/Credit Account
Required
Payment Date
Payment_method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
Tax_code
Total_tax
Tax_calculation
Department
Location
Currency
Exchange Rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Journal Date
Journal_number
Auto Generate Journal Entry Number
Account
Required
Debit_amount
Required
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Account
Required
Credit_amount
Required
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange_rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line_amount
Required
Service_date
Line_description
Product/Service
Line Item Quantity
Line Item Unit Price
Line_item_tax_code
Line_item_class
Transaction Date
Total_discount
Payment_method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Currency
Exchange_rate
Class
Tax_code
Total_tax
Tax_calculation
Shipping_tax
Shipping Cost
Department
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Vendor
Required
Purchase Order Status
Mailing_address
Shipping_address
Purchase Order Date
Ship Via
Purchase Order Number
PO Email
Account
Description
Amount
Customer
Class
Product/Service
Required
Description
Quantity
Required
Rate
Amount
Required
Customer
Class
Your Message to Vendor
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Estimate Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales_receipt
Required
Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bill ID
Required
Vendor
AP Account
Transaction Date
Due Date
Line ID
Amount
Description
Account
Customer
Class
Tax Code
Billable Status
Currency
Exchange Rate
Private Note
Global Tax Calculation
Total Amount
Sales Terms
Department
Document Number
Include in Annual TPAR
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Estimate ID
Required
Customer
Transaction Date
Shipping Date
Detail Type
Amount
Description
Item
Unit Price
Quantity
Tax Code
Discount Percent
Print Status
Email Status
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Class
Sales Terms
Shipping Method
Tracking Number
Document Number
Accepted By
Accepted Date
Exchange Rate
Department
Apply Tax After Discount
Private Note
Customer Memo
Expiration Date
Transaction Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item
Required
Name
Type
SKU
Sales Tax Included
Sales Tax Code
Class
Source
Purchase Tax Included
Description
Sub Item
Taxable
Purchase Description
Active
Purchase Cost
Unit Price
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales Receipt ID
Required
Customer
Transaction Date
Shipping Date
Info
Detail Type
Amount
Description
Item
Unit Price
Quantity
Discount Percent
Total Amount
Print Status
Email Status
Payment Reference Number
Deposit To Account
Payment Method
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Tracking Number
Class
Department
Private Note
Customer Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Full Name
Required
Phone
Email
Website
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Company__name
Vendor__1099
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Field
Required
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Bill Payment ID
Document Number
Action
This is an event a Zap performs.
Search
Find existing data in your app
WHERE Clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Purchase ID
Document Number
Vendor ID
Vendor Name
Transaction Date
Total Amount
Payment Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Product Name
SKU
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Field
Required
Search Value
Required
Full Name
Required
Display_name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Notes
Currency
Taxable
Tax_code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred_payment_method
Preferred_delivery_method
Terms
Customer_type
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search By
Required
Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line_amount
Required
Service_date
Line_description
Product/Service
Line Item Quantity
Line Item Unit Price
Line_item_tax_code
Line_item_class
Transaction Date
Total_discount
Payment_method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Currency
Exchange_rate
Class
Tax_code
Total_tax
Tax_calculation
Shipping_tax
Shipping Cost
Department
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Full Name
Required
Phone
Email
Website
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Company__name
Vendor__1099
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use HubSpot and QuickBooks Online with AI agents and code
Beyond Zap workflows. Call HubSpot and QuickBooks Online actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose HubSpot and QuickBooks Online actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Attach File(s) or Note
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use HubSpot and QuickBooks Online
Seamlessly track new deals in accounting.
When a new deal is created in HubSpot, Zapier will automatically create a corresponding invoice in QuickBooks Online. This automation ensures that sales progress is instantly reflected in your accounting system for streamlined financial tracking and eliminates the need for manual data entry.
Every time a new contact is added in HubSpot, Zapier will automatically create a new customer record in QuickBooks. This helps your marketing team bridge the gap between potential leads and financial management, ensuring smooth opportunity tracking.
Whenever a deal's stage is updated to "Closed Won" in HubSpot, Zapier automatically creates an invoice in QuickBooks Online. This keeps the sales and finance teams aligned, ensuring quick invoicing and minimizing the risk of missed revenue recognition.
Learn how to automate QuickBooks Online on the Zapier blog
Make work flow with AI
Level up your HubSpot to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about HubSpot + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and QuickBooks Online
What is required to set up the integration between HubSpot and QuickBooks Online?
To set up the integration, you need active accounts for both HubSpot and QuickBooks Online. You'll also need to authorize access between the two platforms through our system to enable communication. Ensure both platforms have the appropriate permissions enabled for data synchronization.
How does information flow between HubSpot and QuickBooks Online after integration?
Once integrated, specific triggers in HubSpot, such as new contacts or deals, can initiate actions in QuickBooks Online, like creating new customers or generating invoices. The synchronization is customizable based on your business needs.
Can I customize which data gets shared between HubSpot and QuickBooks Online?
Yes, you can customize the integration by selecting which triggers in HubSpot will lead to actions in QuickBooks Online. You determine whether only certain fields are updated or if all information related to an event is synchronized.
Are there limitations to what data can be synchronized between HubSpot and QuickBooks Online?
There are some limitations; not all data types can be synced due to platform restrictions. For instance, while customer details and invoice data can be synchronized, complex transactional data might require additional configuration.
How often does data sync occur between HubSpot and QuickBooks Online?
The frequency of data synchronization depends on how you configure your settings. It can be set to real-time updates or scheduled at intervals such as hourly or daily, depending on your preferences and business needs.
What should I do if there’s a synchronization error?
In case of a synchronization error, check the integration settings first. Ensure that both platforms have valid authentication credentials. Our help documentation provides troubleshooting steps specific to common error codes encountered during syncing.
Is it possible to disconnect HubSpot from QuickBooks Online after setting it up?
Yes, you can disconnect at any time through our dashboard interface. Simply navigate to your integrations tab and select 'disconnect.' This action will stop any further data sync until reconnected.
About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.
