Lists, Lead Scoring & Workflows

NatanPujadas
Mitglied

Use Zoho Invoice integration in a workflow to update the Deal's value

I recently added the Zoho Invoice Integration to Hubspot via Marketplace.

Now I'd like to add that in a Workflow, to automatically add the price from a quotation made in Zoho to the Deal's value in Hubspot. 

But I cannot find the Integration on the Connect App Tab.
Do I need to use a Webhook for that or there's something else that I'm doing wrong here?

0 Upvotes
2 Antworten
MiaSrebrnjak
Community-Manager/-in
Community-Manager/-in

Use Zoho Invoice integration in a workflow to update the Deal's value

Hi @NatanPujadas,

 

Thank you for reaching out to the Community!

The Zoho integration isn't available as a workflow automation app, but I found two apps that connect the two systems and help automate processes: here. 

 

I also wanted to ask other Community members if they have any advice: 

Hi @MichelleMassung@KSurkus@StephaneBadel@LLynam, do you have any experience with the automation of processes between HubSpot and Zoho? Thank you!

 

Cheers
Mia, Community Team


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0 Upvotes
KSurkus
Teilnehmer/-in

Use Zoho Invoice integration in a workflow to update the Deal's value

We are only using Zoho Bigin, which has no integration with HubSpot. There might be some thing available via API's, but as I am not familiar with Zoho Invoice, i wouldn't be able to assist.