QuickBooks HubSpot Integration: Create Invoices for New Deals Using Pabbly Connect

Learn how to integrate QuickBooks with HubSpot to create invoices for new deals using Pabbly Connect. Follow this step-by-step tutorial to streamline your processes. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for QuickBooks and HubSpot

To begin the integration of QuickBooks with HubSpot, you first need to set up Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Start by logging into your Pabbly Connect account and navigating to the dashboard.

Once in the dashboard, click on the ‘Create Workflow’ button. Here, you will give your workflow a name that reflects its purpose, such as ‘QuickBooks Invoice for HubSpot Deals’. This will help you identify the workflow later on.

2. Connecting HubSpot to Pabbly Connect

In this step, you will connect your HubSpot account to Pabbly Connect. Start by selecting HubSpot as your trigger application. This means that the workflow will be activated whenever a new deal is created in HubSpot.

• Choose ‘New Deal’ as the trigger event.
• Authenticate your HubSpot account by logging in and granting the necessary permissions.
• Select the specific pipeline and stage where the new deals will be tracked.

After completing these steps, test the connection to ensure that Pabbly Connect can successfully pull data from HubSpot. This is crucial for the integration to work correctly.

3. Creating an Invoice in QuickBooks

Next, you will set up the action to create an invoice in QuickBooks whenever a new deal is created in HubSpot. Select QuickBooks as your action application in Pabbly Connect. This step is essential for automating your invoicing process.

Choose the ‘Create Invoice’ action event. You will then need to authenticate your QuickBooks account by logging in and allowing Pabbly Connect access to your QuickBooks data. Once authenticated, you can configure the invoice details.

• Map the fields from HubSpot to QuickBooks, such as customer name, deal amount, and description.
• Set the invoice date and payment terms as required.
• Review all the mapped fields to ensure accuracy.

Once you have configured the invoice settings, test this action to confirm that an invoice is created successfully in QuickBooks when a new deal is added in HubSpot.

4. Finalizing the Integration in Pabbly Connect

After testing both the trigger and action, it’s time to finalize the integration. In Pabbly Connect, ensure that both the HubSpot trigger and QuickBooks action are activated. This will enable the workflow to run automatically.

You can also set up notifications within Pabbly Connect to alert you whenever a new invoice is created. This is helpful for tracking your invoicing process and ensuring that nothing is missed.

Finally, save your workflow and give it a descriptive name. This will help you manage your integrations effectively in the future. Make sure to monitor the workflow for any errors or issues that may arise.

Conclusion

Integrating QuickBooks with HubSpot using Pabbly Connect allows you to automate the invoicing process for new deals efficiently. By following this step-by-step guide, you can streamline your financial operations and enhance productivity.