Integrate HubSpot CRM with Xero

Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Xero

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About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations
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Best HubSpot CRM and Xero Integrations

  • HubSpot CRM Integration Xero Integration

    HubSpot CRM + Xero

    Create Sales Invoice to Xero from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    Xero Integration Create Sales Invoice
  • HubSpot CRM Integration Xero Integration

    HubSpot CRM + Xero

    Create Bill to Xero from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    Xero Integration Create Bill
  • HubSpot CRM Integration Xero Integration

    HubSpot CRM + Xero

    Create Purchase Order to Xero from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    Xero Integration Create Purchase Order
  • HubSpot CRM Integration Xero Integration

    HubSpot CRM + Xero

    Create/Update Contact to Xero from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    Xero Integration Create/Update Contact
  • HubSpot CRM Integration Xero Integration

    HubSpot CRM + Xero

    Create Payment to Xero from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    Xero Integration Create Payment
  • HubSpot CRM Integration {{item.actionAppName}} Integration

    HubSpot CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect HubSpot CRM + Xero in easier way

It's easy to connect HubSpot CRM + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How HubSpot CRM & Xero Integrations Work

  1. Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from HubSpot CRM to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of HubSpot CRM and Xero

  • Introduction:
  • HubSpot CRM

    HubSpot CRM is a software that is used for the sales, marketing, and customer support. It helps to track the customer data and manage the sales process. The software will be integrated with Xero accounting. Xero is an online accounting software used by small businesses.

    Xero

    Xero is an online accounting software used by small businesses. It helps its users to manage their financial accounts efficiently. The integration of HubSpot CRM and Xero may help small businesses to manage the sales and marketing process in one place.

    :

    Integration of HubSpot CRM and Xero

    Integration of HubSpot CRM and Xero will allow sales and marketing people to access customer data from sales and marketing software in one place. They can view customer’s financial history and address any issues related to customer’s payments. This integration will save time of sales and marketing people because all the information regarding customers will be stored in one place. It will also save money of small business owners because they can use single platform for sales and marketing activities.

  • Benefits of Integration of HubSpot CRM and Xero:
  • Integration of HubSpot CRM and Xero will help small businesses to easily manage their customer database, billing, invoicing, payments, email campaign management, etc. It will be easy to send emails or call customers through the same platform. The integration will help to increase the efficiency of small businesses and it will save their time and money as well. Integration of HubSpot CRM and Xero will make it easier for users to access customer data from one place only.

    The process to integrate HubSpot CRM and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.