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FreeFinance
HubSpot CRM

Connect FreeFinance and HubSpot CRM

Explore ready-made FreeFinance and HubSpot CRM templates and start automating in minutes.

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Create a custom workflow

Integrate FreeFinance with HubSpot CRM and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

HubSpot CRM
Trigger: Watch Companies
FreeFinance
Action: Select an action
1. Select a trigger

  • Triggers when a new company is created.

  • Triggers when a contact is created, deleted, merged, restored, association changed, or deleted for privacy.

  • Triggers when a new contact is created.

  • Triggers when a new contact is added to a list (only for users with the paid Marketing account). This module will be deprecated on September 30th 2025.

  • Triggers when a CRM object is created/updated.

  • Triggers when a new deal is created.

  • Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

  • Triggers when a new file is stored in file manager.

  • Triggers when a new member is added to selected list.

  • Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID, and Client Secret are filled in advanced parameters. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.

  • Triggers when data is submitted from a given form.

  • Triggers when a new email timeline subscription added for the portal.

  • Triggers when a new ticket is created.

2. Select an action

  • Configure static mappings, such as mapping from Magento 2 Tax-Rate-Percentage to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.

  • Configure your static Magento 2 mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in Magento 2 or elsewhere (invoice number and date has to be present in Magento 2) and will be created as "external invoices" in FreeFinance.

  • Configure Amazon Mappings for Outgoing Invoices

  • Craete a Finalized Invoice in FreeFinance for Etsy

  • Configure your static Etsy mappings for outgoing invoices

  • Configure static mappings, such as mapping from Shopify taxRate and taxTitle to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.

  • Configure your static Shopify mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in Shopify or elsewhere (invoice number and date has to be present in Shopify) and will be created as "external invoices" in FreeFinance.

  • Configure Stripe Mappings for Finalized Invoices

  • Configure your static Stripe Mappings for Outgoing Invoices

  • Configure your static Wix mappings for finalized Invoices in Free Finance

  • Configure the static mappings from Wix for the creation of invoices in Free Finance

  • Configure static mappings, such as mapping from WooCommerce taxRateIds to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.

  • Configure your static WooCommerce mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in WooCommerce or elsewhere (invoice number and date has to be present in WooCommerce) and will be created as "external invoices" in FreeFinance.

  • Creates a finalized credit memo in FreeFinance.

  • Creates a finalized Invoice in FreeFinance.

  • Create a Payment for an existing finalized Invoice.

  • Creates a new outgoing Invoice (Ausgangsrechnung) in FreeFinance with the values from the Webshop.

  • Mapping of Metadata for posting a document

  • Creates or replaces a customer with the customer-number from the Webshop.

  • Create or Replace a Supplier

  • Creates a line in a bank statement for each transaction related to a certain Bank-, Paypal- or Stripeaccount.

  • Performs an arbitrary authorized API call.

  • Post document to Staging

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between FreeFinance and HubSpot CRM.

Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
Action
Add Contacts to a List (Deprecated)
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Action
Add Members to a List (Segment)
Adds records to selected list (segment).
Action
Configure Adobe Commerce (Magento 2) Mappings for Finalized Invoices
Configure static mappings, such as mapping from Magento 2 Tax-Rate-Percentage to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.
Action
Configure Adobe Commerce (Magento 2) Mappings for Outgoing Invoices
Configure your static Magento 2 mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in Magento 2 or elsewhere (invoice number and date has to be present in Magento 2) and will be created as "external invoices" in FreeFinance.
Action
Configure Amazon Mappings for Outgoing Invoices
Configure Amazon Mappings for Outgoing Invoices
Action
Configure Etsy Mappings for Finalized Invoices
Craete a Finalized Invoice in FreeFinance for Etsy
Action
Configure Etsy Mappings for Open Invoices
Configure your static Etsy mappings for outgoing invoices
Action
Configure Shopify Mappings for Finalized Invoices
Configure static mappings, such as mapping from Shopify taxRate and taxTitle to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.
Action
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.