HubSpot + Invoice2go

Create clients in Invoice2go from newly created or updated contacts in HubSpot

Maintain a streamlined business process with this workflow. When a new or updated contact is registered in your HubSpot account, the system will instantly create a new client profile in your Invoice2go app. This ensures a smooth transition from lead capturing to invoice management, making your tasks more efficient and less time-consuming. Just set it up once, let the automation take over, and focus on the more strategic aspects of your business.

Maintain a streamlined business process with this workflow. When a new or updated contact is registered in your HubSpot account, the system will instantly create a new client profile in your Invoice2go app. This ensures a smooth transition from lead capturing to invoice management, making your tasks more efficient and less time-consuming. Just set it up once, let the automation take over, and focus on the more strategic aspects of your business.

  1. When this happens...
    HubSpotHubSpot
    Contact Recently Created or Updated

    Triggers when a contact recently created or updated.

    TriggerPolling
  2. automatically do this!
    Invoice2goInvoice2go
    Create Client

    Create a client in Invoice2go

    ActionWrite
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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Property NameRequired

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Event Type

    Trigger
    Polling
    Try It
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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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invoice2go logo

About Invoice2go

Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.

Related categories

  • Proposal & Invoice Management