Integrate HubSpot with Xero

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About HubSpot

Marketing, sales, and service software that helps your business grow without compromise.

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.

Want to explore HubSpot + Xero quick connects for faster integration? Here’s our list of the best HubSpot + Xero quick connects.

Explore quick connects

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Connect HubSpot + Xero in easier way

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

  • Triggers
  • Contact Recently Created or Updated

    Triggers when a contact recently created or updated.

  • New Company

    Triggers when a new company is available.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

  • 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
  • Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

  • Add File to Contact

    Adds a file to a specific contact.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Create a Company in HubSpot

  • Create Deal

    Create a Deal in HubSpot

  • Create Form Submission

    Creates a new Submission for a selected form.

  • Create Ticket

    Create a Ticket in HubSpot

  • Create/Update Contact

    Create or Update a contact in HubSpot

  • Update Company

    Update a Company in HubSpot"

  • Update Deal

    Update a Deal in HubSpot

  • 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.

How HubSpot & Xero Integrations Work

  1. Step 1: Choose HubSpot 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 to Xero.

    (2 minutes)

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

Integration of HubSpot and Xero


HubSpot is a marketing platform that is used for social media marketing. The platform is used by small and large businesses to help them in their marketing strategy. The platform enables businesses to manage their web traffic, create landing pages, build email lists and manage the entire customer interaction. (“About”, n.d.)

The HubSpot platform can be used on any device, which makes it easy for users to access the platform from anywhere at any time. The platform has a mobile app that can help users to monitor their account when they are away from their PCs. You can also use the platform on the browser on your mobile phone. (“HubSpot’s Marketing Software”, n.d.)

  • Xero?
  • Xero is an accounting software that is used to manage the accounting of businesses. The accounting software can be accessed on the browser and can be used on multiple devices. To use the software, you need an internet connection. Xero is widely used by business owners who are looking for low-cost accounting spution as opposed to high-priced accounting software. (Xero, 2018)

  • Integration of HubSpot and Xero
  • Integrating HubSpot and Xero will enable businesses to manage their customer interactions in a better way as opposed to managing both platforms separately. Such integration will help businesses to grow exponentially as they will have access to more data that can help them to market their products better. (“Hubspot + Xero integration”, n.d.)

    HubSpot has a top called ‘Lead Generation Grader’ that allows businesses to analyze the performance of their lead generation efforts. The top can display information regarding the conversion rates of various campaigns, efficiency in converting leads into customers, revenue per lead and revenue per new customer. (“Hubspot Leads Grader”, n.d.)

    The integration of HubSpot and Xero will enable businesses to integrate different services provided by both platforms into one single service that will be beneficial for them in the long run. For example, a business owner can use Xero for keeping records of their sales and HubSpot for maintaining information about leads generated through social media platforms. (“Hubspot + Xero integration”, n.d.)

  • Benefits of Integration of HubSpot and Xero
  • Using the integration of HubSpot and Xero will enable the businesses to take advantage of features provided by both platforms at a single go. Some benefits of using such integration include the fplowing:

    HubSpot Integration with Xero

    Provides detailed analytics regarding customer interactions and activities across various channels like emails, social media platforms etc. Helps businesses to track their revenue with the help of data cplected from different sources like social media platforms etc. Helps businesses to monitor their lead generation campaigns without making any changes in their existing marketing strategy. Allows businesses to cplect data on where most of the customers come from and how effective their marketing strategies are helping them to convert leads into customers Helps businesses to increase their productivity through automation of repetitive tasks like scheduling emails etc. Helps businesses to contact customers directly via email or phone calls through the help of intelligent automation integrated with both platforms Helps businesses to schedule meetings automatically with customers after analyzing data gathered from various sources like social media platforms etc. Helps businesses to engage customers through different mediums like emails, phone calls etc. Helps businesses to generate qualified leads through automated lead generation campaigns, which means no manual intervention needed by business owners Helps businesses to reduce costs in managing customer interactions by integrating both platforms Helps businesses to increase their ROI by taking a single decision in regard to marketing strategies Helps businesses to spend less time on managing appointments etc. Helps businesses to reduce efforts in monitoring their accounts by integrating both platforms Helps businesses to reduce efforts in handling all customer interactions including appointments etc. Helps businesses to reduce efforts in providing customer support through various mediums like emails, phone calls etc. Helps businesses to save money on management fees cplected from companies using HubSpot Helps businesses to save money on management fees cplected from companies using Xero (1)

    The process to integrate HubSpot and WooCommerce 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm