HubSpot and QuickBooks Integration

Explore Triggers and Actions

New Deal Property Change

New event when a specified property is provided or updated on a deal.

New Deal In Stage

New event for each new deal in a stage.

New Custom Object Property Change

New event when a specified property is provided or updated on a custom object.

New Contact Property Change

New event when a specified property is provided or updated on a contact.

New Company Property Change

New event when a specified property is provided or updated on a company.

Deleted Blog Posts

New event for each deleted blog post.

Search Query

Performs a search query against a Quickbooks entity.

Search Services

Search for services.

Search Time Activities

Searches for time activities.

Search Vendors

Searches for vendors.

Send Estimate

Sends an estimate by email.

Send Invoice

Sends an invoice by email.

Update Customer

Updates a customer.

Sparse Update Invoice

Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.

Update Estimate

Updates an estimate.

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.

Popular App Usecases

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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.

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.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Hubspot and Quickbooks?

Frequently asked questions

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