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.
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
It's easy to connect HubSpot CRM + Xero without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Associates the deal with dealId with the contact.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
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 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 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.
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