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Automatically create Zoho Books invoices from new HubSpot deals, centralizing sales and accounting data. Latenode’s visual editor makes complex workflows easy to build and customize with JavaScript, while saving you money with affordable pay-by-execution pricing.
Connect HubSpot and Zoho Books in minutes with Latenode.
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Create a New Scenario to Connect HubSpot and Zoho Books
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 Zoho Books will be your first step. To do this, click "Choose an app," find HubSpot or Zoho Books, 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.
HubSpot
Add the Zoho Books Node
Next, click the plus (+) icon on the HubSpot node, select Zoho Books from the list of available apps, and choose the action you need from the list of nodes within Zoho Books.
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Zoho Books
Authenticate Zoho Books
Now, click the Zoho Books node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Books settings. Authentication allows you to use Zoho Books through Latenode.
Configure the HubSpot and Zoho Books 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 Zoho Books Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zoho Books
Trigger on Webhook
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HubSpot
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring HubSpot, Zoho Books, 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 Zoho Books integration works as expected. Depending on your setup, data should flow between HubSpot and Zoho Books (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
HubSpot + Zoho Books + Slack: When a deal closes in HubSpot, and a new invoice is created in Zoho Books, send a notification to a designated Slack channel to inform the sales team.
Zoho Books + HubSpot + Google Sheets: When a new invoice is created in Zoho Books, log the invoice details in a Google Sheet and update the corresponding contact in HubSpot with the invoice information.
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 Zoho Books
Automate Zoho Books tasks inside Latenode. Create invoices, track payments, and manage contacts in response to triggers from other apps. Connect accounting data to your CRM, e-commerce, or marketing platforms with no-code ease. Customize workflows with JavaScript for complex calculations and conditional logic. Pay only for execution time.
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How can I connect my HubSpot account to Zoho Books using Latenode?
To connect your HubSpot account to Zoho Books on Latenode, follow these steps:
Can I automatically create Zoho Books invoices from new HubSpot deals?
Yes, you can! Latenode automates invoice creation using deal data from HubSpot, saving time and ensuring accurate billing using our no-code visual editor and advanced data transformation.
What types of tasks can I perform by integrating HubSpot with Zoho Books?
Integrating HubSpot with Zoho Books allows you to perform various tasks, including:
What HubSpot data can I access within Latenode workflows?
You can access contact properties, deal stages, company details, and marketing campaign data within Latenode, enabling powerful, data-driven automations with Zoho Books.
Are there any limitations to the HubSpot and Zoho Books integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: