Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate bexio with HubSpot - no code necessary. See how you can get setup in minutes.
100%
Help
bexio
bexio
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
bexio
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Company" from bexio.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects bexio and HubSpot, 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.
Note
Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create CRM Object
Creates a CRM object in HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Object Type
Required
Processing Type
Required
Folder ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Deal
Creates a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Workflow Name
Required
Contact's Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Line_item ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Ticket ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Blog URL
Required
Blog Author
Required
Publish This Post?
Required
Blog Post URL
Required
Blog Post Title
Required
Blog Post Content
Required
Meta Description
Required
Featured image URL
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Product
Creates a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove Associations
Removes associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Form
Required
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Company
Update a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Deal
Update a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update CRM Object
Updates a CRM object in HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Ticket
Update a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Contact Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find CRM Object
Finds CRM objects by searching with filters
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner email
Required
Search among deactivated owners
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner Id
Required
Search among deactivated owners
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
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
Note
Additional properties to retrieve
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
Note
Name
Required
Note
Company
Contact
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
Note
Additional properties to retrieve
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
Note
Additional properties to retrieve
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 bexio and HubSpot with AI agents and code
Beyond Zap workflows. Call bexio and HubSpot 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 bexio and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Manual Entry
Update Contact Subscription Preferences
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.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect bexio and HubSpot to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate HubSpot on the Zapier blog
Make work flow with AI
Level up your bexio to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about bexio + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with bexio and HubSpot
What is necessary to connect my bexio account with HubSpot?
To connect your bexio account with HubSpot, you need both a registered account on bexio and HubSpot. You'll also need to use a third-party connector like ours, which requires you to authenticate both accounts. Once authenticated, you'll have access to set up triggers and actions for data exchange between the platforms.
How does data synchronization between bexio and HubSpot work?
Data synchronization between bexio and HubSpot involves setting up triggers in one platform to initiate actions in the other. For instance, when a new contact is added in HubSpot (trigger), it can automatically create a contact in bexio (action) through our integration services.
Can I customize which data gets transferred from bexio to HubSpot?
Yes, our integration allows you to customize which specific data points are transferred from bexio to HubSpot by setting specific triggers and actions. You can define detailed workflows that fit your business needs.
Are there any limitations on the types of triggers available for this integration?
While our integration covers many common triggers such as 'new contact', 'updated invoice', or 'deal stage change', some highly specialized actions may not yet be supported. Please check our detailed trigger list for current capabilities.
How frequently are updates between bexio and HubSpot synchronized?
Updates between bexio and HubSpot are synchronized based on the trigger conditions set during integration setup. Typically, triggers will check for updates every few minutes but can vary depending on the specific connection settings configured.
What if my trigger doesn't seem to work correctly?
If a trigger doesn't work as expected, we recommend reviewing the connection settings first. Ensure both accounts are properly authenticated and that the correct fields are selected in your workflow settings. If issues persist, reach out to our support team.
Is it possible to automate invoice creation in bexio from a deal closed in HubSpot?
Yes, it is possible with the proper setup of our integration service. By using a 'deal closed' trigger in HubSpot, you can automatically initiate an action that creates an invoice in bexio.
About bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
