QuickBooks and HubSpot Integration

Explore Triggers and Actions

New Customer Updated

Trigger new event when a customer is updated.

New Customer Created

Trigger new event when a new customer is created.

New Employee Created

Trigger new event when a new employee is created.

New Employee Updated

Trigger new event when an employee is updated.

New Invoice Created

Trigger new event when a new invoice is created.

New Invoice Updated

Trigger new event when an invoice is updated.

New Item Created

Trigger new event when a new item is created.

New Item Updated

Trigger new event when an item is updated.

New Purchase Created

Trigger new event when a new purchase is created.

Update Lead

Update a lead in Hubspot.

Update Deal

Update a deal in Hubspot.

Update Custom Object

Update a custom object in Hubspot.

Get Meeting

Retrieves a specific meeting by its ID.

Update Contact

Update a contact in Hubspot.

Update Company

Update a company in Hubspot.

Search CRM

Search objects like companies, contacts, deals, etc.

Get File Public URL

Get a publicly available URL for a file uploaded via Hubspot form.

Get Deal

Gets a deal.

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.

What can Ayudo do with Quickbooks and Hubspot?

Our QuickBooks and HubSpot integration empowers your business by syncing customer data, invoices, and payment statuses between your accounting and CRM platforms. Automate financial updates, track sales performance, and improve customer management without manual data entry. Save time, reduce errors, and gain deeper insights into your business operations with this powerful integration.

Frequently asked questions

What data syncs between QuickBooks and HubSpot?

The integration syncs customer details, invoices, payments, and transaction statuses from QuickBooks to HubSpot, allowing you to view financial data directly within your CRM.

Can I automate invoice creation from HubSpot deals?

Yes, you can set up workflows to automatically generate QuickBooks invoices based on deal stages or custom triggers in HubSpot, streamlining your billing process.

Is the integration secure and compliant with data privacy standards?

Absolutely. We use industry-standard encryption and comply with data protection regulations to ensure your financial and customer data remains safe and confidential.

Do I need technical expertise to set up the integration?

No technical expertise is required. Our user-friendly setup guides and support team will help you connect QuickBooks and HubSpot quickly and easily.

Will this integration help improve sales and accounting collaboration?

Yes, by providing shared visibility into customer financials and sales activities, the integration fosters better communication and collaboration between your sales and accounting teams.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Quickbooks and Hubspot?

Frequently asked questions

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