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HubSpot CRM
QuickBooks

Connect HubSpot CRM and QuickBooks integrations

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

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Create a custom workflow

Integrate HubSpot CRM with QuickBooks 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
QuickBooks
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

  • Creates a bill.

  • Creates a credit card payment.

  • Creates a credit memo.

  • Creates a customer.

  • Creates a deposit.

  • Creates a journal entry.

  • Creates a payment.

  • Creates a purchase.

  • Creates a purchase order.

  • Creates a refund receipt.

  • Creates a sales receipt.

  • Creates a note.

  • Creates a time activity.

  • Creates a vendor.

  • Creates an account.

  • Creates an estimate.

  • Creates an invoice.

  • Creates an item.

  • Deletes a bill.

  • Deletes a credit memo.

  • Deletes a deposit.

  • Deletes a journal entry.

  • Deletes a payment.

  • Deletes a purchase.

  • Deletes a purchase order.

  • Deletes a refund receipt.

  • Deletes a sales receipt.

  • Deletes a time activity.

  • Deletes an attachment.

  • Deletes an estimate.

  • Removes an invoice.

  • Downloads a file.

  • Downloads a payment.

  • Downloads a sales receipt.

  • Downloads an estimate.

  • Downloads an invoice.

  • Returns info about a bill.

  • Returns info about a credit memo.

  • Returns info about a customer.

  • Returns info about a deposit.

  • Returns info about a journal entry.

  • Returns info about a payment.

  • Returns info about a purchase.

  • Returns details about a purchase order.

  • Returns info about a refund receipt.

  • Returns details about a sales receipt.

  • Returns info about an activity.

  • Returns info about a vendor.

  • Returns info about an account.

  • Returns info about an estimate.

  • Returns info about an invoice.

  • Returns info about an item.

  • Returns info about a company.

  • Performs an arbitrary authorized API call.

  • Sends a sales receipt.

  • Sends an estimate.

  • Sends an invoice.

  • Updates a bill.

  • Updates a credit memo.

  • Updates a customer.

  • Updates a deposit.

  • Updates a journal entry.

  • Updates a payment.

  • Updates a purchase.

  • Updates a purchase order.

  • Updates a refund receipt.

  • Updates a sales receipt.

  • Updates a time activity.

  • Updates a vendor.

  • Updates an account.

  • Updates an estimate.

  • Updates an invoice.

  • Updates an item.

  • Uploads a file.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between HubSpot CRM and QuickBooks.

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
Create a Bill
Creates a bill.
Action
Create a Call
Creates a call with the given properties and returns a copy of the object, including the ID.
Action
Create a Communication
Creates a communication with the given properties and returns a copy of the object, including the ID.
Action
Create a Company
Creates a company with the given properties and returns a copy of the object, including the ID.
Action
Create a Contact
Creates a contact with the given properties and returns a copy of the object, including the ID.
Action
Create a Credit Card Payment
Creates a credit card payment.
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.