QuickBooks
HubSpot

Quickbooks and Hubspot Integration

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

Explore Triggers and Actions

New Purchase Updated
Trigger new event when a purchase is updated.
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.

Popular App Usecases

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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.

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

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.

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