HubSpot + Zoho Books
Update deals in HubSpot when new sales invoices are created in Zoho Books
Keep your sales process streamlined and efficient with this workflow. When you create a new sales invoice in Zoho Books, it will trigger an update to the corresponding deal in HubSpot. This ensures that your sales and accounting teams are always on the same page, reducing the risk of miscommunication or errors. This automatic workflow brings consistency and accuracy to your sales cycle, saving you precious time and resources.
Keep your sales process streamlined and efficient with this workflow. When you create a new sales invoice in Zoho Books, it will trigger an update to the corresponding deal in HubSpot. This ensures that your sales and accounting teams are always on the same page, reducing the risk of miscommunication or errors. This automatic workflow brings consistency and accuracy to your sales cycle, saving you precious time and resources.
- When this happens...New Sales Invoice
Triggers when a new sales invoice is created.
- automatically do this!Update Deal
Update a Deal in HubSpot.
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OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
PAN Number
GSTIN or UIN
GST Treatment
Place of Contact
Contact NameRequired
Company Name
First Name
Last Name
Email
Website
Phone
Mobile
Billing Address Address
Billing Address City
Billing Address Zip
Billing Address State
Billing Address Country
Billing Address Fax
Shipping Address Address
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Fax
Shipping Address Zip
Payment Terms
Notes
Vat Treatment
Tax Treatment
TRN Number
Place of Supply
OrganizationRequired
Customer NameRequired
Invoice Number
Invoice Date
Due Date
Payment Terms
Discount
Exchange Rate
Item NameRequired
Description
QuantityRequired
RateRequired
Discount ($)
Payment Options
Shipping Charge
Adjustment
Allow Partial Payment
Notes
Send
VAT Treatment
Tax Treatment
Reference Number
