How can I filter for specific types of estimates?

DryMerge allows you to filter estimates based on criteria such as estimate amount, client type, or any custom field. Specify your criteria, and DryMerge will filter the estimates accordingly.

Can I create deals in another CRM instead of HubSpot?

Yes, you can create deals in another CRM instead of HubSpot. Describe the necessary changes, and DryMerge will configure the automation accordingly.

Which people use this automation? What do they use it for?

Sales teams use this automation to keep their pipeline updated with new estimates, which helps in tracking potential revenue and managing client relationships.

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HubSpot + QuickBooks

Create HubSpot Deals for New QuickBooks Estimates

Ensure your sales pipeline is always up-to-date by creating HubSpot deals for new QuickBooks estimates. This automation helps sales teams track potential revenue based on estimates provided to clients.

New QuickBooks Estimate

Detects when a new estimate is generated in QuickBooks, identifying potential revenue opportunities.

Create HubSpot Deal

Automatically creates a deal in HubSpot based on the new estimate, keeping your sales pipeline updated effortlessly.

See more HubSpot to QuickBooks integrations or use AI to customize your automation.

or pick a common variation below

Create HubSpot Deals for New QuickBooks Payments

HubSpot + QuickBooks

Create HubSpot Contacts for New QuickBooks Customers

HubSpot + QuickBooks

Create HubSpot Contacts for New QuickBooks Vendors

HubSpot + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create HubSpot deals for new QuickBooks estimates"

Create HubSpot deals for new QuickBooks estimates

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + QuickBooks.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

QuickBooks

QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.