Connect ZipBooks and HubSpot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Create Contact
Update Company
Search Company
Get Owner by Email or by ID
Create Company
Create or Update Contact
Create Deal
Get Invoice Line Items
Create Email Engagement
Create Meeting Engagement
Update Contact
List All Line Items
Find Contact
Search a Product
Search a Ticket
Search a Deal
Search Invoices
Update Deal
Create Engagement
Send Message
Ready to use ZipBooks and HubSpot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Created or Updated
Runs when contact is created or updated
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.
Update Contact's Lifecycle Stage
Get notified if lifecycle stage changed for any contact in your account.
Deal Created or Updated
Runs when deal is created or updated
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
List Contacts
Retrieve a list of contacts.
List All Estimates
retrieves all estimates.
List All Invoices
Get all invoices from account
Create Contact
Create a new HubSpot contact using the provided contact properties (email is required). Returns the created contact record.
Update Company
Update selected HubSpot company properties for a given company ID.
Search Company
Locate a company by name in HubSpot and return the selected company properties. Returns a message if no company is found.
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Frequently Asked Questions
To start, connect both your ZipBooks and HubSpot accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in HubSpot (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in HubSpot. This includes choosing which data fields go into which fields of HubSpot, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and HubSpot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ZipBooks and HubSpot. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ZipBooks
ZipBooks is a modern online accounting and invoicing platform designed for small businesses and freelancers. With the ZipBooks API, you can automate financial workflows such as managing contacts, invoices, estimates, and other accounting data directly from your automation flows. This integration allows you to securely connect your ZipBooks account and programmatically fetch or manage business data, enabling seamless synchronization with CRMs, spreadsheets, reporting tools, and other business applications.
Learn MoreAbout 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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