Automate Conta Azul with HubSpot
Unlock the superpowers of Conta Azul + HubSpot and automate your tasks without having to write a single line of code.
Conta Azul and HubSpot
your way
Check out the available triggers and actions in the automation of apps Conta Azul + HubSpot
Created sale
For each sale created on Conta AzulHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created sale
For each sale created on Conta AzulTrigger
ID
Sale number
Status
Issue date/time
Issue date/time in yyyy-mm-dd hh:mm:ss
Customer ID
Customer name
Customer company
Customer email
Customer phone
Customer telephone area code
Customer phone number without area code
Customer cell phone
Customer cell phone area code
Customer cell phone without area code
Customer person type
Customer CPF/CNPJ
Customer ID
Customer state registration number
Customer state registration type
Customer municipal registration
Customer's date of birth
Customer Notes
Customer address street
Customer address number
Customer address complement
Customer address Zip Code
Customer address neighborhood
Customer address city name
Customer address state name
Discount measurement unit
Discount rate
Payment type
Payment method
Payment installments
Total payment installments
Payment installment due date
Due date of payment installments (dd/mm/yyyy)
Due date of the first payment installment
Additional information
Shipping
Total
Shipping Amount
Total Amount
Total amount of products (without discount, without shipping)
Total sale value (excluding discount and shipping fee)
Name of items
Price of items separated by comma
Description of items
Total quantity of items
Quantity of each item
Description and quantity of each item
Name, description and quantity of each item
Name, amount and quantity of each item
Subtotal of comma-separated items
Email of first customer contact
Name of first customer contact
Customer first contact telephone number
Names, emails and telephone numbers of customer contacts
Customer contact names
Customer contact emails
Customer contact telephone numbers
Seller's name
New form submission
For each new form response on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New form submission
For each new form response on HubSpotTrigger
Form name
Date of submission of the response to the form
Lost deal
For each lost deal on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each lost deal on HubSpotTrigger
Deal: Deal name
Deal: ID
Deal: Pipeline
Deal: Stage
Deal: Lost reason
Deal: Owner name
Deal: Owner Last name
Deal: Owner email
Deal: Amount
Deal: Description
Deal: Type
Deal: Notes
Contact: E-mail
Contact: Name
Contact: Last name
Contact: Job title
Contact: Telephone
Contact: City
Contact: Address
Contact: Zip code
Contact: State
Contact: Country
Contact: Cellphone
Contact: Message
Contact: Persona
Contact: Owner name
Contact: Owner last name
Contact: Owner email
Contact: Lifecycle stage
Contact: Status
Contact: Source
Company: Domain name
Company: Name
Company: Address
Company: Telephone
Company: Telephone without spaces and special characters
Company: Country
Company: City
Company: State
Company: Zip code
Company: Annual revenue
Company: Description
Company: LinkedIn
Company: Number of employees
Company: Sector
Company: Type
Deal: Related products resume (SKUs, names, price, quantity)
Deal: Related product names
Deal: Related product SKUs
Deal: Related product prices
Deal: Related product quantities
Deal: Billing frequency for recurring products
Deal: Billing period for recurring products
Deal: Total value of related products
Deal: Total discount value of related products
Deal: Currency code
Deal: Close date
Deal: Last modified date
Contact: Create date
Deal reaches pipeline stage
When a deal reaches a certain funnel stage on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal reaches pipeline stage
When a deal reaches a certain funnel stage on HubSpotTrigger
Deal name
deal id
Pipeline
Stage
Reason for loss
owner name
Owner's surname
Owner's email
Amount
Description
Type
Comments
Contact: Email
Contact: Name
Contact: Last name
Contact: Position
Contact: Telephone number
Contact: City
Contact: Address
Contact: Zip Code
Contact: State/Region
Contact: Country
Contact: Cell phone number
Contact: Message
Contact: Persona
Contact: Owner's name
Contact: Owner's last name
Contact: Owner's email
Contact: Life cycle phase
Contact: Status
Contact: Source
Company: Company domain name
Company: Name
Company: Address
Company: Phone number
Company: Phone number without spaces and special characters
Company: Country
Company: City
Company: State/Region
Company: Zip Code
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
Company: Number of employees
Company: Sector
Company: Type
Summary of deal-related products
Deal-related product names
Deal-related product SKUs
Prices of deal-related products
Quantities of products related to the deal
Billing frequency for recurring products
Billing period for recurring products
Billing period for recurring products (only numbers)
Billing date for recurring products
Total amount of products related to the deal
Total amount of the discount on products related to the deal
Deal Currency Code
Closing date
Deal last modified date
Contact: Date created
Won deal
For each won deal on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won deal
For each won deal on HubSpotTrigger
Deal name
deal id
Deal pipeline
Deal stage
Reason for deal loss
Deal owner name
Deal owner's last name
Deal owner email
Deal amount
Deal description
Type of deal
Deal observations
Contact: Email
Contact: Name
Contact: Last name
Contact: Position
Contact: Telephone number
Contact: City
Contact: Address
Contact: Zip Code
Contact: State/Region
Contact: Country
Contact: Cell phone number
Contact: Message
Contact: Persona
Contact: Owner's name
Contact: Owner's last name
Contact: Owner's email
Contact: Life cycle phase
Contact: Status
Contact: Source
Company: Company domain name
Company: Name
Company: Address
Company: Phone number
Company: Phone number without spaces and special characters
Company: Country
Company: City
Company: State/Region
Company: Zip Code
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
Company: Number of employees
Company: Sector
Company: Type
Summary of deal-related products
Deal-related product names
Deal-related product SKUs
Prices of deal-related products
Quantities of products related to the deal
Billing frequency for recurring products
Billing period for recurring products
Total amount of products related to the deal
Total amount of the discount on products related to the deal
Deal Currency Code
Closing date
Deal last modified date
Contact: Date created
New contact
For each created contact on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New contact
For each created contact on HubSpotTrigger
Is the contact in a workflow?
Study area
School
Contact position
Contact city
Contact Zip Code
Contact email
Contact address
Contact State/Region
Contact country
Life cycle phase
Original source through which a contact found your website
Message that the contact can leave on the form
Contact name
Contact last name
Company Name
Twitter username
Contact's cell phone number
Contact phone number
Contact's WhatsApp phone number
Company annual revenue
Company sector
Contact sex
Contact content association status
Lead status
URL of the contact's company website
Date of first conversion
Name of the event of the first conversion
Date of the recent conversio
Name of the event of the recent conversion
Number of employees
Contact creation date
A contact's start date, automatically synced from the Lead Ads tool
Contact's date of birth
Days to closing
Annual revenue of the primary company associated with the contact
Industry of the primary company associated with the contact
Name of the primary company associated with the contact
Website of the primary company associated with the contact
Created deal
For each created deal on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each created deal on HubSpotTrigger
Deal: Deal name
Deal: Deal ID
Deal: Pipeline
Deal: Deal stage
Deal: Closing reason lost
Deal: Name of deal owner
Deal: Owner's last name
Deal: Owner's email
Deal: Deal amount
Deal: Description
Deal: Type of deal
Deal: Observations
Contact: Email
Contact: Name
Contact: Last name
Contact: Position
Contact: Telephone number
Contact: City
Contact: Address
Contact: Zip Code
Contact: State/Region
Contact: Country
Contact: Cell phone number
Contact: Message
Contact: Persona
Contact: Owner's name
Contact: Owner's last name
Contact: Owner's email
Deal: Sales cycle phase
Contact: Status
Contact: Source
Company: Company domain name
Company: Name
Company: Address
Company: Phone number
Company: Phone number without spaces and special characters
Company: Country
Company: City
Company: State/Region
Company: Zip Code
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
Company: Number of employees
Company: Sector
Company: Type
Deal: Product Summary
Deal: Product names
Deal: Product SKUs
Deal: Product prices
Deal: Product quantities
Billing frequency for recurring products
Billing period for recurring products
Deal: Total amount of related products
Deal: Total discount amount of related products
Deal: Currency Code
Deal: Closing date
Deal: Last modified date
Contact: Date created
Create or update customer
create/update a customer on Conta AzulHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update customer
create/update a customer on Conta AzulAction
Name Required
kind of person Required
Corporate reason
Commercial phone
Cell phone
Document
RG
State registration
state registration indicator
Municipal registration
Address: Zip Code
Address street
Address: number
Full address
Address neighborhood
Contact name
Contact email
Contact phone
Contact position
Date of birth
Contact notes
Create or update contact
create/update a contact on HubSpotHow it works:
Whenever something happens on the source app
1. A contact will be created/updated on HubSpot
2. A company associated with the contact will be created/updated on HubSpot
3. If desired, the contact can be added to a contact list on HubSpot
All happening in a single automation! ✨
Create or update contact
create/update a contact on HubSpotAction
Contact list
Email Required
Name
Surname
Phone number
Cell phone number
WhatsApp Phone Number
Office
Message
Owner's email
Address
City
State/Region
Country
Postal Code
Status
Life cycle stage
Company: name
Company: Company domain name
Company: Sector
Company: Phone number
Company: Type
Company: City
Company: State/Region
Company: Zip Code
Company: Country
Company: Number of employees
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
Create contract (single item)
create a new contract on Conta AzulHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create contract (single item)
create a new contract on Conta AzulAction Premium
Billing day Required
Date of sale Required
Total term (in months) Required
Type of discount
Contract discount
Customer name Required
Customer type Required
Customer's business name
Customer email
Customer phone
Customer cell phone
Customer CPF/CNPJ
Identity document
customer state registration
customer state registration indicator
customer's municipal registration
Customer address: Zip Code
Customer address: Street
Customer address: Number
Customer address: Complement
Customer address: Neighborhood
Contact name
Contact email
Contact phone
Contact position
Customer's date of birth
Customer Observations
Payment Notes
Additional information
Shipping to be collected from the customer
Item type Required
Type of service
Item Details Required
Item Quantity Required
Item amount Required
Create or update deal
create/update a deal on HubSpotHow it works:
Whenever something happens on the source app
1. A deal will be created/updated from a pipeline stage on HubSpot
2. A company associated with the deal will be created/updated on HubSpot
3. A contact associated with the deal will be created/updated on HubSpot
4. One or more products associated with the deal will be created/updated on HubSpot
5. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on HubSpot (Round Robin)
All happening in a single automation! ✨
Create or update deal
create/update a deal on HubSpotAction
Distribute new deal
Select sellers
Opportunity owner email
Deal name Required
Contact: Name
Contact: Last name
Contact: Telephone
Contact: Cell phone
WhatsApp Phone Number
Deal: Deal amount
Deal: Description
Deal: Closing date
Type of deal
Contact: Email
Contact: Position
Contact: Message
Contact: Address
Contact: City
Contact: State/Region
Contact: Country
Contact: Status
Contact: Life cycle phase
Company: name
Comments
Company: Company domain name
Company: Sector
Company: Phone number
Company: Type
Company: City
Company: State/Region
Company: Zip Code
Company: Country
Company: Number of employees
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
Product: Name of the product related to the deal
Product: Deal-related product SKU
Product: Quantity of the product related to the deal
Product: Price of the product related to the deal
Create sale (single item)
create a sale on Conta AzulHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create sale (single item)
create a sale on Conta AzulAction Premium
Sale number
Negotiation status Required
Date of sale Required
Customer name Required
Customer type Required
Customer's business name
Customer email
Seller selection mode
Seller
Seller's name
Customer phone
Customer cell phone
Customer CPF/CNPJ
Identity document
customer state registration
customer state registration indicator
customer's municipal registration
Customer address: Zip Code
Customer address: Street
Customer address: Number
Customer address: Complement
Customer address: Neighborhood
Contact name
Contact email
Contact phone
Contact position
Customer's date of birth
Customer Observations
Type of discount
Discount
Interval between installments
Number of installments
Gap between installments
Payment method selection criteria
Payment method
Payment Method
Bank account selection
Bank account (id)
Banck Account (name)
Additional information
Shipping to be collected from the customer
Due date
Item type Required
Type of service
Item Description Required
Item Quantity Required
Item amount Required
Item code
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Automate Conta Azul and HubSpot with Pluga integrations
Explore automation templates
When a deal reaches a certain funnel stage on HubSpot, create/update a customer on Conta Azul
EXPLORE When a deal reaches a certain funnel stage on HubSpot, create a sale on Conta Azul
EXPLORE For each sale created on Conta Azul, create/update a deal on HubSpot
EXPLORE For each sale created on Conta Azul, create/update a contact on HubSpot
EXPLORE For each created contact on HubSpot, create/update a customer on Conta Azul
EXPLORE For each new form response on HubSpot, create/update a customer on Conta Azul
EXPLORE For each new form response on HubSpot, create a new contract on Conta Azul
EXPLORE For each new form response on HubSpot, create a sale on Conta Azul
EXPLORE When a deal reaches a certain funnel stage on HubSpot, create a new contract on Conta Azul
EXPLORE For each won deal on HubSpot, create/update a customer on Conta Azul
EXPLORE For each created deal on HubSpot, create/update a customer on Conta Azul
EXPLORE For each created deal on HubSpot, create a sale on Conta Azul
EXPLORE For each won deal on HubSpot, create a sale on Conta Azul
EXPLORE When a deal reaches a certain funnel stage on HubSpot, create a new contract on Conta Azul
EXPLORE Miss an automation with this apps?
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How to integrate apps with Pluga?
Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.
-
What is the automation trigger?
The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.
-
What is an action within an automation?
The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.
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How does information mapping work?
Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).
For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.
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Is it possible to have more than one action?
With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.
Automate Conta Azul + HubSpot
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
Conta Azul
AccountingConta Azul is an ERP that ensures the simplification and optimization of financial management for businesses. Operating across various market segments, the platform offers features that assist in managing sales, customers, purchases, suppliers, and inventory with automated and integrated routines. Additionally, the system provides the issuance of invoices and bank slips.
Integrations with Conta Azul Visit Conta Azul HubSpot
CRMHubSpot is a software that offers tools for marketing, sales, and customer service. It facilitates marketing automation, customer relationship management (CRM), content creation, and data analysis, promoting customer attraction and engagement.
Integrations with HubSpot Visit HubSpot