Zoho Books + HubSpot Integrations
Put Zoho Books + HubSpot to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Zoho Books and HubSpot
See the kind of workflows teams build with Zoho Books and HubSpot below — describe the exact one you want above and the Agent builds it on demand.
Zoho Books + HubSpot
When a new item is added to Zoho Books, sync the product details to HubSpot product catalogs.
Turn closed deals into client invoices
When a deal is marked won in HubSpot, automatically create an invoice in Zoho Books so billing can start without delay.
See details
Update deal status when payments arrive
When a payment is received in Zoho Books, automatically update the deal stage in HubSpot to keep sales reps informed of account standing.
See details
Sync client records between systems
When contact details are updated in HubSpot, automatically sync the customer record in Zoho Books to maintain clean billing profiles.
See details
Browse the full workflow library →
Looking to achieve something else with Zoho Books and HubSpot?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Zoho Books and HubSpot
Everything Zoho Books and HubSpot can do inside a workflow — the triggers that start one and the actions that run when it fires.
Zoho Books Explore Zoho Books →
Zoho Books is a cloud accounting software that helps small businesses track finances, manage invoices, create quotes, and automate payment workflows.
TriggersTriggers when a new customer is created.
Triggers when a new estimate is created.
Triggers when an expense is created.
Triggers when a new sales invoice is created.
Triggers when a new item is created.
Creates a new customer.
Creates a new estimate.
Creates a new sales invoice.
Creates a new item.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
HubSpot Explore HubSpot →
HubSpot is an inbound marketing, sales, and customer service platform that helps businesses attract and manage leads.
TriggersTriggers when new company is available.
Triggers when new contact is available.
Triggers when a CRM object is recently created.
Triggers when a company recently created or updated.
Triggers when a contact recently created or updated.
Triggers when a line_item recently created or updated.
Adds a contact to one or more subscription types in HubSpot.
Adds a contact to a specific static list. (Marketing Hub Starter plans and above)
Creates a new company. Deprecated, please switch to "Create Company" action for the most reliable experience with your Zap.
Creates a Company in HubSpot.
Creates a Contact in HubSpot.
Creates associations between objects.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Zoho Books + HubSpot
Is there a pre-built Zoho Books + HubSpot automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Zoho Books and HubSpot's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Zoho Books or HubSpot connector?
No. The Agent works whether or not Zoho Books or HubSpot already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking Zoho Books and HubSpot streamline the sales-to-finance handoff?
Closing a deal in HubSpot can instantly create an invoice in Zoho Books, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Zoho Books update deal stages in HubSpot?
Yes, when a customer settles an invoice in Zoho Books, the corresponding deal stage in HubSpot can automatically update to reflect a completed transaction.