Can I filter for deals with specific properties?

Yes, DryMerge allows you to filter deals based on properties such as deal type, value, or any custom property. Specify your criteria, and DryMerge will filter the deals accordingly.

Can I create estimates in another accounting tool instead of QuickBooks?

Yes, you can create estimates in another accounting tool instead of QuickBooks. Describe the necessary changes, and DryMerge will adjust the automation accordingly.

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

Sales teams use this automation to quickly provide potential clients with estimates, making the negotiation process more efficient.

HubSpot + QuickBooks

Create QuickBooks Estimates for New Deals in HubSpot

Automate the creation of QuickBooks estimates whenever new deals are added in HubSpot. This helps your sales team quickly provide potential clients with estimates, speeding up the negotiation process.

New HubSpot Deal

Detects when a new deal is created in HubSpot.

Create QuickBooks Estimate

Generates an estimate in QuickBooks for the new deal, speeding up the negotiation process for your sales team.

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

or pick a common variation below

Create QuickBooks Estimates for New HubSpot Contacts

HubSpot + QuickBooks

Create QuickBooks Invoices for Closed Deals in HubSpot

HubSpot + QuickBooks

Create QuickBooks Payments for Newly Completed Deals in HubSpot

HubSpot + QuickBooks

How to use DryMerge

Ask for what you want.

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

Create QuickBooks estimates for new deals in HubSpot

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

Create Lead

Creates a new lead in HubSpot

Delete Lead

Deletes a lead in HubSpot

Update Lead

Updates the stage/lead value of a lead in HubSpot

Read Lead

Reads context about a lead 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

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.