Use Cases
- Automate customer data updates between HubSpot and QuickBooks
- Maintain accurate financial records without manual entry
- Log synchronization activities for auditing purposes
How It Works
Triggers daily at 01:30 UTC using a cron job Fetches customer data from HubSpot filtered by lifecycle stage Normalizes the customer data into a suitable format Upserts the normalized data into QuickBooks Logs the synchronization details in Google Sheets
Setup Steps
- 1Import the workflow template into n8n
- 2Configure HubSpot API credentials
- 3Set up QuickBooks access tokens
- 4Link Google Sheets for logging synchronization
- 5Activate the workflow to start syncing
Apps Used
HubSpot
QuickBooks
Google Sheets
Categories
Target Roles
Tags
#process automation
#workflow management
#email automation