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How Zapier works
Zapier makes it easy to integrate Exact Online with HubSpot - no code necessary. See how you can get setup in minutes.
Select a trigger from Exact Online
Setup an action from HubSpot
That’s it! You just connected Exact Online to HubSpot
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Frequently Asked Questions about Exact Online + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Exact Online and HubSpot
What are the key triggers in integrating Exact Online with HubSpot?
The triggers in integrating Exact Online with HubSpot include updates such as when a new invoice is created, a sales order is updated, or a new contact is added in Exact Online. These triggers enable automatic actions within HubSpot.
Can we automatically create HubSpot contacts from Exact Online updates?
Yes, you can automatically create or update HubSpot contacts whenever there are new contact entries or modifications in Exact Online. This ensures that your CRM data stays current without manual input.
How do actions work when integrating Exact Online with HubSpot?
Actions are tasks that can be performed automatically after a trigger. For example, once an invoice is finalized in Exact Online, an action can be set up to send a follow-up email via HubSpot.
Is it possible to sync invoice statuses between Exact Online and HubSpot?
Yes, syncing invoice statuses is possible, ensuring that any changes made in the status of an invoice in Exact Online are mirrored on the corresponding record within HubSpot.
What happens if there’s a duplicate entry when syncing data from Exact Online to HubSpot?
Our integration checks for duplicate entries to prevent them during the syncing process. However, it's advisable to regularly clean and maintain both databases to ensure accuracy.
Do we support customized workflows between Exact Online and HubSpot?
Custom workflows can be designed based on specific business requirements, allowing for personalized integrations instead of relying solely on default settings. This flexibility accommodates complex and unique business processes.
How frequently do changes sync between Exact Online and HubSpot?
The frequency of synchronization depends on the settings configured during integration setup. Users can typically adjust this frequency according to their operational needs, ranging from near real-time updates to manual synchronization intervals.
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With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
