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How to connect HubSpot and FreshBooks
Create a New Scenario to Connect HubSpot and FreshBooks
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or FreshBooks will be your first step. To do this, click "Choose an app," find HubSpot or FreshBooks, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
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Add the FreshBooks Node
Next, click the plus (+) icon on the HubSpot node, select FreshBooks from the list of available apps, and choose the action you need from the list of nodes within FreshBooks.
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Authenticate FreshBooks
Now, click the FreshBooks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your FreshBooks settings. Authentication allows you to use FreshBooks through Latenode.
Configure the HubSpot and FreshBooks Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the HubSpot and FreshBooks Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring HubSpot, FreshBooks, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the HubSpot and FreshBooks integration works as expected. Depending on your setup, data should flow between HubSpot and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect HubSpot and FreshBooks
HubSpot + FreshBooks + Slack: When a deal reaches the 'Closed Won' stage in HubSpot, an invoice is automatically created in FreshBooks. The sales team is then notified in a designated Slack channel about the new invoice.
FreshBooks + HubSpot + Google Sheets: When a new invoice is created in FreshBooks, the corresponding contact is created or updated in HubSpot. The invoice details and contact information are then logged in a Google Sheets spreadsheet.
HubSpot and FreshBooks integration alternatives
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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About FreshBooks
Connect FreshBooks to Latenode to automate invoice creation and payment tracking. Trigger actions in other apps (CRM, email) based on FreshBooks events. Centralize accounting data into workflows, use AI to analyze spendings, and get custom notifications – all automated with Latenode's flexible, no-code visual builder.
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FAQ HubSpot and FreshBooks
How can I connect my HubSpot account to FreshBooks using Latenode?
To connect your HubSpot account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices for new HubSpot deals?
Yes, with Latenode! Automatically create FreshBooks invoices from HubSpot deals. Benefit from Latenode's advanced logic and no-code blocks for customized invoice generation.
What types of tasks can I perform by integrating HubSpot with FreshBooks?
Integrating HubSpot with FreshBooks allows you to perform various tasks, including:
- Creating FreshBooks clients from new HubSpot contacts.
- Updating FreshBooks invoices when HubSpot deals are closed.
- Sending payment reminders via HubSpot workflows.
- Tracking invoice status in HubSpot using custom properties.
- Generating financial reports combining data from both platforms.
How can I trigger HubSpot workflows based on FreshBooks invoice payments?
Use Latenode's webhook support. Monitor FreshBooks for payments and trigger targeted HubSpot marketing or sales actions, nurturing leads effectively.
Are there any limitations to the HubSpot and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual setup and may involve JavaScript blocks.
- Complex calculations may require JavaScript or AI prompt blocks.
- Real-time synchronization is subject to API rate limits of both HubSpot and FreshBooks.
