Integrate HubSpot with freee Accounting to search for a client in freee Accounting when a company is created in HubSpot, and create a client if none is registered.

t.aizawa

This time, we will introduce a method to automatically create a client in freee Accounting when a company is created in HubSpot, if the client does not already exist. This is recommended for accounting personnel responsible for handling project accounting!
So, what are the benefits of integrating HubSpot with freee Accounting?

Benefits of Integrating HubSpot with freee Accounting

Benefit 1: Automation of Data Entry

Accounting personnel, have you ever encountered duplicate data?! When there is duplicate data, you need to review the data again, which can be troublesome. For those facing such issues, try integrating HubSpot with freee Accounting. When a new company is registered in HubSpot, you can set up a system that automatically searches for the client in freee Accounting and registers it as a new client if it doesn't exist. This reduces the risk of manual errors by accounting personnel, ensures consistent and accurate data without the worry of duplicate entries, as customer information is managed in HubSpot.

Benefit 2: Visualization of Cash Flow

Integrating HubSpot with freee Accounting also offers significant benefits in cash flow management. Interactions and contract statuses with customers in HubSpot are reflected in real-time in freee Accounting, making it easier to adjust payment schedules and forecast income. Additionally, you can easily grasp the status of accounts receivable and payable at a glance, making it easier to plan cash flow.
By integrating, you can potentially prevent unnecessary expenses and payment delays!

How to Create an Integration Flow between HubSpot and freee Accounting

We have introduced the benefits of integrating HubSpot with freee Accounting! Integration seems to make accounting processes more efficient. Now, let's introduce how to integrate using a template. The template we will introduce is the flow of "searching for a client in freee Accounting when a company is created in HubSpot, and creating a client if it does not exist."

Before You Start

First, if you don't have a Yoom account, please create one from the Yoom Account Creation Page. You can start right away!
Also, please check Getting Started with Yoom for basic operations.

Step 1: Connect HubSpot and freee Accounting to My Apps!

(1) After logging into Yoom, select "My Apps" from the left column and choose "+ New Connection".

(2) From the list of new connections in My Apps, click on HubSpot.
(3) If you have an account, click "Sign in to your HubSpot account".

(4) Enter your email address and password on the login screen and log in.
For more details on how to register My Apps in HubSpot, please visit the following site.
How to Register My Apps in HubSpot‍

(5) Next, register freee Accounting in My Apps. Click on freee Accounting from the list of new connections in Yoom, just like in (1).
(6) The app connection start screen will appear, so click "Allow" at the bottom.

Check My Apps in Yoom, and if HubSpot and freee Accounting are included, the connection is complete!

Step 2: Set Up Triggers!

We will use the template introduced earlier.
(1) Click on "When a company is created" in the app trigger.

(2) Check if there are any errors in the account information linked to HubSpot, and click "Next".
(3) The API connection settings screen for the app trigger will appear, so select the trigger activation interval and click "Test". If there are no errors, click "Save".
* Trigger activation interval → You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
* The selectable trigger activation intervals vary depending on the plan.

Step 3: Set Up Actions!

(1) Next, click on "Search for Business Partners".

(2) Check if there are any errors in the account information linked to freee Accounting, and click "Next".

(3) The API connection settings screen will appear, so select the business office ID from the candidates, and select the search keyword from the output. Once the input is complete, click "Test". If there are no errors, click "Save".

(4) Next, click on "If there is no business partner registration".

(5) The screen to specify branching conditions will appear, so select the operation and output from the dropdown in the output for branching, and choose "Output is empty" for the branching condition. Once the selection is complete, click "Save".

(6) Next, click on "Create Business Partner".

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(7) Check if there are any errors in the account information linked to freee Accounting, and click "Next".
(8) The API connection settings screen will appear, so enter the business ID, business partner name, etc., in each field. Once the input is complete, click "Test". If there are no errors, click "Save" at the bottom.
* Please select the business ID from the candidates.

(9) Finally, turn on the email trigger. You're done!

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You Can Use Yoom Like This!

Many accountants might also be using freee Invoices, right? You can also integrate freee Invoices with various apps using Yoom!
So, this time, we will introduce this site!
[No Programming Required!] Automate Quotation Issuance Notifications by Integrating freee Invoices and Slack with No Code!

Issuing invoices involves many checks, such as verifying amounts, and it takes a lot of time to issue them, right? However, since you need to create accurate documents, it requires multiple checks and double-checks, which can be quite a hassle. In such cases, integrate freee Invoices with Slack to automate quotation issuance notifications!
The site introduced this time explains the benefits and integration methods of automating quotation issuance notifications by integrating freee Invoices with Slack. Automatically issuing quotations and notifying them on Slack is very time-efficient, isn't it?
If you're interested, please take a look!

‍Summary

How was it? In the accounting department, where you handle amounts, even small discrepancies are not allowed, so data management is very important. However, working every day with the thought of "Don't make mistakes...!" is quite challenging. The flow introduced this time is suitable for those who want to eliminate hassle.
There is also a two-week trial plan, so let's use it for free and improve your work stress-free!

The person who wrote this article

t.aizawa

I hope everyone's everyday work will be much easier! We will continue to send out information on improving work efficiency using Yoom!