How can I filter for deals that meet specific criteria?

DryMerge allows you to filter deals based on various criteria such as deal value, stage, or any custom property. Specify your criteria, and DryMerge will handle the rest.

Can I use this with another CRM instead of HubSpot?

Yes, you can use this with another CRM instead of HubSpot. Describe the necessary changes and DryMerge will adjust the automation accordingly.

Who uses this automation, and what do they use it for?

Sales and finance teams use this automation to ensure that new won deals are promptly invoiced, helping to maintain efficient cash flow.

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HubSpot + QuickBooks

Create QuickBooks Invoices for New HubSpot Deals Marked as Won

Keep your financial records updated by creating QuickBooks invoices for new HubSpot deals marked as won. This is ideal for sales and finance teams who need to quickly generate invoices for successful deals.

New Deal Won

Triggers when a deal is marked as won in HubSpot.

Create Invoice

Generates a QuickBooks invoice for the won deal.

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

or pick a common variation below

Create QuickBooks Invoices for Closed Deals in HubSpot

HubSpot + QuickBooks

Create QuickBooks Estimates for New HubSpot Contacts

HubSpot + QuickBooks

Create QuickBooks Customers for New HubSpot Contacts

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 invoices for new HubSpot deals marked as won"

Create QuickBooks invoices for new HubSpot deals marked as won

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.