Connect Zoho Billing and HubSpot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscription
New Customer
New Product
New Invoice
Cancel Subscription
Update Customer
Updated Invoice
Invoice Voided
Subscription Updated
Subscription Reactivated
New Project Created
New Quote Created
Payment Received
Failed Payment
Invoice Paid
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscription
Triggers when a new subscription is created
New Customer
Triggers when customer is created
New Product
Triggers when new product is created
New Invoice
Triggers when new invoice is created
Cancel Subscription
Triggers when subscription is cancelled
Update Customer
Triggers when a customer is updated.
Do thisActions
Action is the task that follows automatically within your Zoho Billing integrations.
Create Invoice
Create an invoice for a customer with items, shipping, adjustments, and payment options.
Update invoice
Update an invoice's items, notes, and terms.
Create or Update Customer
Creates a new customer.
Create an estimate
Create an estimate for a customer including items, quantities, prices, discounts, and terms.
Update customer
Update a customer's details, addresses, and custom fields.
Find Invoice
Retrieve's existing invoice details.
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Frequently Asked Questions
To start, connect both your Zoho Billing and HubSpot accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Billing triggers actions in HubSpot (or vice versa).
Absolutely. You can customize how Zoho Billing 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 Zoho Billing 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 Zoho Billing 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 Zoho Billing
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
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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