You want to achieve the following automation: When a HubSpot deal progresses to a certain stage, you need an invoice drafted up in your invoicing app. Which of the following statements is true?
- This is a textbook use case for a trigger-action automation tool such as Zapier. PieSync will not be of much help here.
- This is a textbook PieSync use case. Set up a sync between HubSpot and your invoicing app and this is what you’ll get.
- This will most probably require custom development. Welp, there goes this year’s budget.