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Connect Zoho Books to HubSpot

Build an AI agent that works across Zoho Books and HubSpot, on a schedule or when you click Run.

24 source actions
24 target actions
Reverse direction supported

Why Connect Zoho Books & HubSpot?

Read what you need from Zoho Books

Your agent uses Zoho Books's documented actions to pull the records it needs, each time it runs.

Run a HubSpot action

Then it uses one of 24 documented actions, such as Add Comment, Add Contact to List, Add Note to Contact.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Zoho Books logo

Zoho Books

Triggers (4)

New Customer

Emit new event when a new customer is created.

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New Expense

Emit new event when a new expense is created.

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New or Updated Invoice

Emit new event when a new invoice is created or an existing invoice is updated.

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New Sales Order

Emit new event when a new sales order is created.

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Actions (24)

Create Customer

Creates a new customer. See the documentation

Create Customer Payment

Creates a new payment. See the documentation

Create Employee

Creates an employee for an expense. See the documentation

Create Estimate

Creates a new estimate. See the documentation

Create Invoice

Creates an invoice for your customer. See the documentation

Create Item

Creates a new item. See the documentation

Create Sales Order

Creates a sales order. See the documentation

Delete Contact

Deletes an existing contact. See the documentation

Get Invoice

Gets the details of an invoice. See the documentation

Get Item

Gets the details of an existing item. See the documentation

List Account Id Options

Retrieves available options for the Account Id field.

List Contacts

Lists all contacts given the organization_id. See the documentation

List Currency Id Options

Retrieves available options for the Currency Id field.

List Customer Id Options

Retrieves available options for the Customer Id field.

List Expense Id Options

Retrieves available options for the Expense Id field.

List Expenses

List all the Expenses. See the documentation

List Invoices

Lists all invoices. See the documentation

List Item Id Options

Retrieves available options for the Item Id field.

List Salesorder Id Options

Retrieves available options for the Salesorder Id field.

List Tax Authority Id Options

Retrieves available options for the Tax Authority Id field.

List Tax Exemption Id Options

Retrieves available options for the Tax Exemption Id field.

List Tax Id Options

Retrieves available options for the Tax Id field.

List Template Id Options

Retrieves available options for the Template Id field.

List Time Entry Ids Options

Retrieves available options for the Time Entry Ids field.

HubSpot logo

HubSpot

Triggers (12)

Deleted Blog Posts

Emit new event for each deleted blog post.

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New Company Property Change

Emit new event when a specified property is provided or updated on a company. See the documentation

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New Contact Added to List

Emit new event when a contact is added to a HubSpot list. See the documentation

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New Contact Property Change

Emit new event when a specified property is provided or updated on a contact. See the documentation

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New Custom Object Property Change

Emit new event when a specified property is provided or updated on a custom object.

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New Deal In Stage

Emit new event for each new deal in a stage.

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New Deal Property Change

Emit new event when a specified property is provided or updated on a deal. See the documentation

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New Email Event

Emit new event for each new Hubspot email event.

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New Email Subscriptions Timeline

Emit new event when a new email timeline subscription is added for the portal.

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New Engagement

Emit new event for each new engagement (call, email, meeting, note, postal mail, or task) created. Per-activity docs: Calls Emails Meetings Notes Postal Mail Tasks See the documentation

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New Events

Emit new event for each new Hubspot event. Note: Only available for Marketing Hub Enterprise, Sales Hub Enterprise, Service Hub Enterprise, or CMS Hub Enterprise accounts

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New Form Submission

Emit new event for each new submission of a form.

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Actions (24)

Add Comment

Adds a comment to a thread. See the documentation

Add Contact to List

Adds a contact to a specific static list. See the documentation

Add Note to Contact

MCP and AI agents: **Prefer this action** when the user wants to **leave a note on a HubSpot contact** using a **contact ID** and note text. Exposes only hubspot, contactId, and noteBody (no engagement-type step, no reloadProps, no dynamic HubSpot schema fields). Do **not** use **Create Engagement** for this workflow. For every writable note property or non-contact associations, use **Create Note** instead. See the documentation

Archive Thread

Archives a thread (soft delete). The thread is hidden from active views but can be restored via the HubSpot UI or by listing archived threads. See the documentation

Batch Create Companies

Create a batch of companies in Hubspot. See the documentation

Batch Create or Update Contact

Create or update a batch of contacts by its ID or email. See the documentation

Batch Update Companies

Update a batch of companies in Hubspot. See the documentation

Batch Upsert Companies

Upsert a batch of companies in Hubspot. See the documentation

Clone Marketing Email

Clone a marketing email in HubSpot. See the documentation

Clone Site Page

Clone a site page in Hubspot. See the documentation

Create a New Workflow

Create a new workflow. See the documentation

Create Association

Create an association (link) between two CRM records. For example, associate a contact with a company, a deal with a contact, or a ticket with a company. Common association type IDs: contact→company (1), company→contact (2), deal→contact (3), contact→deal (4), deal→company (5), company→deal (6), ticket→contact (15), contact→ticket (16), ticket→company (26), company→ticket (25). See the documentation

Create Associations

Create associations between objects. See the documentation

Create Blog Post

Creates a new blog post in HubSpot. See the documentation

Create Communication

Create a WhatsApp, LinkedIn, or SMS message. See the documentation

Create Company

Create a company in Hubspot. See the documentation

Create Contact Workflow

Create a contact workflow in Hubspot. See the documentation

Create CRM Object

Create a new CRM record (contact, company, deal, ticket, etc.). Pass property values as a JSON object in the properties parameter. Use **Search Properties** to discover available fields for the object type, **Get Properties** to find valid enum values (e.g. lifecyclestage, dealstage), and **List Pipelines and Stages** to find valid pipeline/stage IDs for deals and tickets. Use **List Owners** to find valid hubspot_owner_id values. See the documentation

Create Custom Object

Create a new custom object in Hubspot. See the documentation

Create Deal

Create a deal in Hubspot. See the documentation

Create Engagement

Create a **task, meeting, email, call, or note** engagement with optional associations. Set **Engagement Type** and pass engagement fields in **Object Properties** (HubSpot property names, e.g. hs_note_body for notes). No reloadProps step and no **CONFIGURE_COMPONENT** requirement: association fields accept raw HubSpot IDs (use **Search CRM** or the Associations API to resolve associationType when needed). For **only** a note on a contact by ID, **Add Note to Contact** (hubspot-add-note-to-contact) is still simpler. See the documentation

Create Form

Create a form in HubSpot. See the documentation

Create Landing Page

Create a landing page in Hubspot. See the documentation

Create Lead

Create a lead in Hubspot. See the documentation

Integration Features

24 documented Zoho Books actions
24 documented HubSpot actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported HubSpot to Zoho Books direction

Capability Examples

Zoho Books trigger → HubSpot action

Catalog example
Zoho BooksZoho Books

New Customer

HubSpotHubSpot

Add Comment

HubSpot trigger → Zoho Books action

Reverse direction
HubSpotHubSpot

Deleted Blog Posts

Zoho BooksZoho Books

Create Customer

How It Works

1

Connect Apps

Authenticate your Zoho Books and HubSpot accounts

2

Describe the Job

Say what to read from Zoho Books and what to do in HubSpot

3

Choose an Action

Select the documented HubSpot operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Zoho Books events yet.

Automated Actions

Use 24 documented HubSpot actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theZoho Books and HubSpot actions it needs.

Your Own Accounts

You connect your own Zoho Books and HubSpot accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

HubSpot logoZoho Books logo

Reverse Integration Available

Also connect HubSpot to Zoho Books for bidirectional automation

View Integration
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All Zoho Books Integrations

Explore all available Zoho Books connections

View All Integrations
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All HubSpot Integrations

Explore all available HubSpot connections

View All Integrations

Ready to Connect Zoho Books & HubSpot?

Build this agent in Mazaal AI and test it on your ownZoho Books and HubSpot data.

Start building

Rather not build it yourself? We set up one Zoho Books to HubSpot agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod