HubSpot + QuickBooks
Create QuickBooks Invoices for Closed Deals in HubSpot
Prevent gaps between your sales and accounting teams by creating QuickBooks invoices when closing deals in HubSpot. This ensures that every closed deal is promptly followed by an invoice.
Deal Status Changed
Detects when a deal's status changes to 'Closed Won' in HubSpot.
Generate QuickBooks Invoice
Automatically creates an invoice in QuickBooks for the closed deal, ensuring prompt billing and accurate records.
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How DryMerge works
DryMerge lets you automate work between apps with plain English. Here's how it works.
Create QuickBooks invoices for closed deals in HubSpot
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Create QuickBooks invoices for closed deals in HubSpot"
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+ 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.
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
Supported triggers and actions
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
About HubSpot
HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.
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About HubSpot
HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.
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About 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.
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About 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.
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