HubSpot CRM + Xero Integrations
Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Xero
- No code
- No Credit Card
- Lightning Fast Setup
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 IntegrationsBest ways to Integrate HubSpot CRM + Xero
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When this happens...
New Deal
Then do this...
Create Sales Invoice
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When this happens...
New Deal
Then do this...
Create Bill
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When this happens...
New Deal
Then do this...
Create Purchase Order
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When this happens...
New Deal
Then do this...
Create/Update Contact
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When this happens...
New Deal
Then do this...
Create Payment
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect HubSpot CRM + Xero without coding knowledge. Start creating your own business flow.
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New Company
Triggers when a new company is created.
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New Contact
Triggered every time a new contact is created in HubSpot.
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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.
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New Deal
Triggers when a new deal is created.
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New Deal in Stage
Triggers when a new deal enters a stage.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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Associate Deal
Associates the deal with dealId with the contact.
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Create Company
Creates a new company.
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Create Deal
Creates a new deal.
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Create or Update Contact
Create a new contact or update an existing contact based on email address.
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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How HubSpot CRM & Xero Integrations Work
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Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Xero as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from HubSpot CRM to Xero.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of HubSpot CRM and Xero
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.
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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.
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.
