I have the trigger set up in Zapier but I am trying to map the correct fields but I am not doing doing something right.
How can I Create a Zap to create an invoice in Quickbooks Online based on a new deal in HubSpot
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Userlevel 7
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14 June 2024
Hi
Help us have more context by posting screenshots with how your Zap steps are outlined and configured in EDIT mode.
Hi Troy
I was plugging along and it looks like I need to be logged into our QB account to test this out. I will have to work with the boss on this but stay tuned. Have you done this zap before. The key question I have is if there any additional field I need to map from Hubspot or this pretty much an ‘out of the box’ zap?
Userlevel 7
+14
- Certified Zapier Expert
- 27637 replies
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14 June 2024
Each Zap is a bit unique to the user’s requirements, so can’t say one way or the other.
Userlevel 1
To create a seamless workflow for generating invoices in QuickBooks based on new deals in HubSpot, we'll leverage the power of Zapier. This setup will automatically trigger an invoice creation in QuickBooks whenever a new deal is marked as closed in HubSpot. Here's a practical approach to implementing this solution:
- Trigger: When a new deal is created in HubSpot.
- Action: Use Zapier to capture deal details.
- Action: Create a corresponding invoice in QuickBooks with the captured data.
By automating this process, we can ensure accurate and timely invoicing, reduce manual entry errors, and streamline your sales-to-accounting workflow.
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