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HubSpot
QuickBooks

Hubspot and Quickbooks Integration

Seamlessly connect HubSpot and QuickBooks to streamline your sales and accounting workflows.

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Explore Triggers and Actions

Triggers
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Events that start automations (reorder apps to see more triggers)
Actions
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Steps your automation takes in response (reorder apps to see more actions)
New or Updated Contact
New event for each new or updated contact in Hubspot.
New or Updated Company
New event for each new or updated company in Hubspot.
New or Updated Blog Post
New event for each new or updated blog post in Hubspot.
New Note Created
New event for each new note created.
New Form Submission
New event for each new submission of a form.
New Events
New event for each new Hubspot event. Note: Only available for certain Enterprise accounts.
New Engagement
Emit new event for each new engagement created. This action returns a maximum of 5000 records at a time, make sure you set a correct time range so you don't miss any events
New Email Event
New event for each new Hubspot email event.
New Email Subscriptions Timeline
New event when a new email timeline subscription is added for the portal.
Get Purchase
Returns info about a purchase.
Get Sales Receipt
Returns details about a sales receipt.
Get Time Activity
Returns info about an activity.
Search Accounts
Search for accounts.
Search Customers
Searches for customers.
Search Invoices
Searches for invoices.
Search Items
Searches for items.
Search Products
Search for products.
Search Purchases
Searches for purchases.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Hubspot and Quickbooks?

Our HubSpot and QuickBooks integration bridges the gap between your CRM and accounting software, enabling automatic syncing of customer data, invoices, and payments. Save time, reduce errors, and gain a unified view of your business finances and customer interactions—all in one place.

Connect
HubSpot
and
QuickBooks
to streamline your company's workflows, automate tasks, and boost productivity.
Contact Sales

Frequently asked questions

What data syncs between HubSpot and QuickBooks?

The integration syncs contacts, invoices, payments, and sales data between HubSpot and QuickBooks to keep your CRM and accounting records up to date.

Can I automate invoice creation from HubSpot deals?

Yes, you can automatically generate QuickBooks invoices based on deal information in HubSpot, streamlining your billing process.

Is payment tracking available through the integration?

Absolutely. Payments recorded in QuickBooks are reflected in HubSpot, giving your sales team real-time visibility into payment statuses.

Does the integration support multiple QuickBooks accounts?

Currently, the integration supports connecting one QuickBooks account per HubSpot portal to ensure data accuracy and consistency.

How secure is the data shared between HubSpot and QuickBooks?

We use industry-standard encryption and OAuth authentication to ensure your data is securely transmitted and protected at all times.

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