Connect QuickBooks and HubSpot
Integrate QuickBooks with HubSpot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular QuickBooks + HubSpot flows
Start from a real workflow other teams are already running.
Create Contact in HubSpot when New Invoice in QuickBooks
Use this flowUpdate Company in HubSpot when New Invoice in QuickBooks
Use this flowSearch Company in HubSpot when New Invoice in QuickBooks
Use this flowCreate Company in HubSpot when New Invoice in QuickBooks
Use this flowCreate or Update Contact in HubSpot when New Invoice in QuickBooks
Use this flowCreate Deal in HubSpot when New Invoice in QuickBooks
Use this flowCreate Email Engagement in HubSpot when New Invoice in QuickBooks
Use this flowCreate Meeting Engagement in Hubspot when New Invoice in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between QuickBooks and HubSpot.
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
Company Created or Updated
Runs when company is created or updated
Delete Company
Get notified if any company is deleted in your account.
Delete Contact
Get notified if any contact is deleted in your account.
Do thisActions
Action is the task that follows automatically within your QuickBooks integrations.
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Account
Creates a new account.
Get BalanceSheet Report
Get a balanceSheet report.
Get Customer Balance
Get a list of Customer Balance.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn by building automations
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate QuickBooks and HubSpot workflows.
Learn how to automate QuickBooks and HubSpot workflows.
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About QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn more
About HubSpot
HubSpot is a leading platform that provides a comprehensive suite of tools for marketing, sales, and customer service. It helps businesses attract visitors, convert leads, and close customers by offering features such as CRM, email marketing, social media management, and analytics.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks and HubSpot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between QuickBooks and HubSpot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach HubSpot. No coding required.
Yes. You can set up a workflow where QuickBooks triggers actions in HubSpot, and a separate workflow where HubSpot triggers actions in QuickBooks. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between QuickBooks and HubSpot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks and HubSpot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
