Zoho Books and HubSpot integration
Won in HubSpot, a draft invoice in Zoho Books
CRM Connector syncs Zoho Books and HubSpot both ways: contacts, invoices, and Zoho Books estimates with HubSpot quotes stay the same in both. A deal won in HubSpot becomes a draft Zoho Books invoice, and a sent estimate can become a HubSpot deal that follows it.
- Official sign in for both
Contacts, invoices and quotes both ways
At a glance
Contacts, invoices and quotes stay the same. A won deal becomes a draft invoice, and a sent estimate a deal.
What syncs
- ContactsBoth ways
- InvoicesBoth ways
- QuotesBoth ways
- Won deals into draft invoicesOne way
- Estimates as dealsOne way
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Zoho Books or HubSpot leads when the same record changed in both since the last sync.
Options for Zoho Books and HubSpot
- Only invoices from a date you pick
- Only sent, overdue or paid invoices
- Only invoices above an amount you pick
- Everyone, customers only or leads only, when HubSpot sends, on a one way sync
- Only the HubSpot lifecycle stages you tick
Record by record
What syncs between Zoho Books and HubSpot
Which Zoho Books field matches which HubSpot field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- CompanyBoth waysCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- AddressBoth waysAddress
It happens in Zoho Books, then in HubSpot
A new client
Looked for in HubSpot on the exact email before a customer is created.
Name, company, email, phone or address changes
The same change is made to the HubSpot customer on the next sync.
FAQ
Questions about Zoho Books and HubSpot?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Yes. Dates, status and payments follow in both directions. Lines and the total are set when the invoice is created.
HubSpot's own Zoho Books Data Sync keeps customers, invoices and items the same.
CRM Connector:
- Keeps contacts, invoices and estimates the same both ways
- Turns a won HubSpot deal into a draft Zoho Books invoice
- Follows a sent estimate as a deal
Run only one of the two for the same records, or every change is made twice.
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Ask ChatGPT or Claude about Zoho Books and HubSpot
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to Zoho Books and HubSpot, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.