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HubSpot + QuickBooks Online Integrations

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Connect HubSpot to QuickBooks Online
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
HubSpot + your other apps
QuickBooks Online + your other apps
Related blog posts
FAQ

HubSpot + QuickBooks Online integrations

HubSpot > QuickBooks Online

Trigger

Last triggered

Message received

Create customer

Overview

Connect HubSpot to QuickBooks Online in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between HubSpot, QuickBooks Online, and many other popular SaaS applications.

Check below for example workflows using HubSpot and QuickBooks Online, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

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Screenshots of HubSpot and QuickBooks Online integrations in Relay.app

Trigger a new workflow when a new submission is received in Hubspot.

Preview of Easily configure which new form submissions should kick off the workflow.

Preview of Use Relay.app's HubSpot integrations to trigger actions across your apps

Preview of Use any of these HubSpot actions in your Relay.app workflows.

Preview of Use Relay.app's QuickBooks Online integrations to trigger actions across your apps

Preview of Use any of these QuickBooks actions in your Relay.app workflows.

Trigger a new workflow when a new submission is received in Hubspot.

Easily configure which new form submissions should kick off the workflow.

Use Relay.app's HubSpot integrations to trigger actions across your apps

Use any of these HubSpot actions in your Relay.app workflows.

Use Relay.app's QuickBooks Online integrations to trigger actions across your apps

Use any of these QuickBooks actions in your Relay.app workflows.

Example HubSpot + QuickBooks Online workflows

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Create QuickBooks Online estimates from HubSpot submissions

Relay.app is an automation tool that lets you automate actions across HubSpot, QuickBooks Online and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the QuickBooks Online "Create estimate" action for each HubSpot "Form submission received" event.

Try it

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Automatically create customer in QuickBooks Online for each message received in HubSpot

Try it

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Create form response automatically in HubSpot for each expense created in QuickBooks Online

Try it

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Create vendor automatically in QuickBooks Online for each form submission received in HubSpot

Try it

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Automatically reply to message in HubSpot for each expense updated in QuickBooks Online

Try it

Inspirational workflows

Visit the template gallery ➔

Demo Request Qualifier

Automatically qualify sales demo requests based on prospect information and AI analysis.

Sales

Relay.app workflow screenshot: Demo Request Qualifier

HubSpot Triggers

CRM Object

add

New record added

edit

Record changed

target

Record first meets conditions

Form submission

mark_email_unread

Form submission received

List

add

Record added to list

edit

Record in list field changed

target

Record in list meets conditions

Message

mark_email_unread

Message received

QuickBooks Online Actions

Account

Find account(s)

Bill

receipt

Create bill

Find bill(s)

Class

Find class(es)

Customer

add

Create customer

library_add

Create or update customer

Find customer(s)

edit

Update customer

Estimate

request_quote

Create estimate

send

Send estimate

Expense

payments

Create expense

Find expense(s)

Invoice

receipt

Create invoice

Find invoice(s)

paid

Record invoice payment

send

Send invoice

block

Void invoice

Invoice line item

receipt

Create invoice line item

Item

Find item(s)

Sales Receipt

receipt_long

Create sales receipt

Term

Find term(s)

Vendor

add_business

Create vendor

Find vendor(s)

edit

Update vendor

QuickBooks Online Triggers

Account

add

Account created

edit_square

Account updated

Bill

add

Bill created

edit_square

Bill updated

Customer

add

Customer created

edit_square

Customer updated

Estimate

add

Estimate created

edit_square

Estimate updated

Expense

add

Expense created

edit_square

Expense updated

Invoice

add

Invoice created

edit_square

Invoice updated

Sales Receipt

add

Sales Receipt created

edit_square

Sales Receipt updated

HubSpot Actions

Conversations

Reply to message

Form submission

Find form submissions

schedule

Wait for form submission

Marketing

description

Create form response

Object

playlist_add

Add record to list

add

Create or update record

add

Create record

Find associated records

playlist_remove

Remove record from list

edit

Update record

Owner

Find owner(s)

Pipeline Stage Query

Find stage by name

Create your own HubSpot + QuickBooks Online integration

Select a trigger in HubSpot

Select an action in QuickBooks Online

Create your workflow

Or automate QuickBooks Online + HubSpot

Select a trigger in QuickBooks Online

Select an action in HubSpot

Create your workflow

Connect HubSpot to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect QuickBooks Online to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Apr 17, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect HubSpot to QuickBooks Online with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in HubSpot or QuickBooks Online to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize HubSpot and QuickBooks Online to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting HubSpot to QuickBooks Online?
link
Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect HubSpot to QuickBooks Online that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate HubSpot and QuickBooks Online—give it a try and let us know what you think.

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via email

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Automated our waitlist collection and replying process.
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Screenshot showing how to test a step in an automated workflow in Relay.app

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Client onboarding workflow screenshot in Relay.app

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HubSpot + QuickBooks Online integrations

Screenshots of HubSpot and QuickBooks Online integrations in Relay.app

Example HubSpot + QuickBooks Online workflows

Create QuickBooks Online estimates from HubSpot submissions

Automatically create customer in QuickBooks Online for each message received in HubSpot

Create form response automatically in HubSpot for each expense created in QuickBooks Online

Create vendor automatically in QuickBooks Online for each form submission received in HubSpot

Automatically reply to message in HubSpot for each expense updated in QuickBooks Online

Inspirational workflows

Demo Request Qualifier

Create your own HubSpot + QuickBooks Online integration

Or automate QuickBooks Online + HubSpot

Connect HubSpot to your other apps

Or connect QuickBooks Online to your other apps

Related blog posts

The best form automation software in 2024

FAQ

What is Relay.app?

How do I connect HubSpot to QuickBooks Online with Relay.app?

Is Relay.app a Make.com alternative for connecting HubSpot to QuickBooks Online?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?