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HubSpot CRM
Zoho Invoice

Connect HubSpot CRM and Zoho Invoice integrations

Discover the seamless integration of HubSpot CRM and Zoho Invoice. Enhance workflows, improve accuracy, and streamline customer management with automation.

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Create a custom workflow

Streamline your business operations by seamlessly integrating HubSpot CRM and Zoho Invoice with Make, automating sales data processing and invoice management to save time, reduce errors, and boost efficiency.

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
Zoho Invoice
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 contact with given information.

  • Creates a contact person for contact.

  • Creates a new credit note.

  • Creates a new expense category.

  • Creates a new payment.

  • Creates a new price list.

  • Creates a new project.

  • Creates a new recurring expense.

  • Creates a new recurring invoice.

  • Creates an estimate for your customer.

  • Creates a billable or non-billable expense.

  • Creates an invoice for your customer.

  • Creates a new item.

  • Delete an existing Contact.

  • Delete an existing contact person.

  • Deletes an existing credit note.

  • Deletes an existing payment.

  • Deletes a price list.

  • Deletes an existing project.

  • Deletes an existing recurring expense.

  • Deletes an existing recurring invoice.

  • Deletes a task added to a project.

  • Deetes a logged time entry.

  • Deletes an existing estimate.

  • Deletes an existing expense.

  • Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.

  • Deletes an existing item. Items that are part of a transaction cannot be deleted.

  • Email a credit note.

  • Emails an invoice to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.

  • Get details of a contact.

  • Get the details of a contact person.

  • Gets details of an existing credit note.

  • Gets the details of an existing payment.

  • Fetches the details of an existing price list.

  • Gets the details of a project.

  • Gets the details of the recurring expense.

  • Gets the details of a recurring invoice.

  • Gets details of a time entry.

  • Get the details of an estimate.

  • Gets the detail of the expense.

  • Gets the details of an invoice.

  • Fetches details of an existing item.

  • Logs time entries.

  • Performs an arbitrary authorized API call.

  • Mark a contact as active or inactive.

  • Marks a contact person as primary for contact.

  • Marks project as active or inactive.

  • Stops or resumes an active recurring invoice.

  • Marks a draft estimate as send, accepted or declined.

  • Marks a invoice as sent, void, or draft.

  • Marks an item as active or inactive.

  • Refunds credit note amount.

  • Refund the excess amount paid by the customer.

  • Update an existing contact. To delete a contact person remove it from the contact persons list.

  • Update details of an existing contact person.

  • Update details of an existing credit note.

  • Updates an existing payment information.

  • Updates an existing Price List.

  • Updates details of a project.

  • Updates an exsiting recurring expense.

  • Updates a recurring invoice.

  • Updates the details of an existing task.

  • Updates logged time entry.

  • Updates an existing estimate. To delete a line item just remove it from the line items list.

  • Update an existing expense.

  • Updates an existing invoice. To delete a line item just remove it from the line items list.

  • Updates the details of an existing item.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Integrate Zoho Invoice and HubSpot CRM with Make to automate and enhance your business operations. Use Zoho Invoice as a trigger to capture and process sales data, and set up HubSpot CRM to generate and manage invoices automatically. Streamline workflows, save time, and reduce manual errors by leveraging Make's powerful automation features. Experience the efficiency of synchronizing your customer relationship management and invoicing tasks effortlessly. Transform your business applications with Zoho Invoice as a trigger and HubSpot CRM as an action through Make today.

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 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 Contact
Creates a contact with given information.
Action
Create a Contact Person
Creates a contact person for contact.
Action
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How to set up HubSpot CRM and Zoho Invoice in 5 easy steps

Date

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Duration

Step 1

Log into Make

Start by logging into your Make account where you'll manage the connections.

Date

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Duration

Step 2

Add HubSpot CRM

Add the HubSpot CRM module to your workspace in Make.

Date

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Duration

Step 3

Create HubSpot Connection

Click 'Create a connection' to set up the link between HubSpot and Make.

Date

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Duration

Step 4

Authenticate HubSpot

Log in and confirm access to authenticate your HubSpot CRM account.

Date

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Duration

Step 5

Connect Zoho Invoice

Log into your Zoho Invoice account, find and copy your Organization ID, then enter it in Make and finalize the connection.

Unlock Efficiency: Integrate HubSpot CRM and Zoho Invoice for Seamless Automation

Integrating HubSpot CRM and Zoho Invoice via the Make platform ensures seamless data synchronization, enhanced workflow efficiency, and streamlined customer management.

Date

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Duration

Seamless Data Synchronization

Automatically sync contact data between Zoho Invoice and HubSpot CRM to ensure consistency across platforms.

Date

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Duration

Enhanced Workflow Efficiency

Save time and reduce manual data entry by automating the creation of HubSpot CRM contacts from Zoho Invoice.

Date

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Duration

Improved Accuracy

Minimize errors and data discrepancies by leveraging Make to automate and align your contact information.

Date

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Duration

Streamlined Customer Management

Simplify customer management by seamlessly integrating contact creation processes across both applications.

Popular HubSpot CRM and Zoho Invoice workflows

Connect HubSpot CRM and Zoho Invoice with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Create HupSpot CRM contacts from Zoho Invoice contacts

Every time a new contact is created in Zoho Invoice, Make will automatically create a new HubSpot CRM contact.

Create HupSpot CRM contacts from Zoho Invoice contacts
Use template

Support

FAQs

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

Integrating HubSpot CRM with Make allows you to automate your entire CRM workflows, which increases efficiency and accuracy. You can choose from 20 ready-to-use integrations or create custom ones, enabling you to streamline tasks such as lead management, marketing campaigns, and customer follow-ups.

Absolutely! With Make, you can fully customize every detail of your Zoho Invoice automation processes. This means you can automate repetitive tasks like invoice generation, client communication, payment reminders, and more, tailoring them to meet your specific business needs.

Make offers comprehensive support and resources, including detailed documentation, tutorials, and a community forum, to help you navigate any challenges you might encounter. Additionally, the platform's intuitive interface makes it easier for users of all technical levels to create and manage integrations.

Make stands out due to its flexibility and user-friendly interface, allowing you to create custom and complex automation workflows without needing advanced coding skills. The platform's extensive library of ready-to-use integrations and powerful customization options enable you to get the most out of both HubSpot CRM and Zoho Invoice, enhancing your overall business operations.