Marketing, sales, and service software that helps your business grow without compromise.
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
If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).
Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.
It's easy to connect HubSpot + Xero without coding knowledge. Start creating your own business flow.
Triggers when a new company is available.
Triggers when a new contact is available.
Triggers when a new deal is available.
Triggers when a deal enters a specified deal.
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)
Adds a contact to a specific static list. (Marketing Hub Starter plans and above)
Adds a file to a specific contact.
Associates the deal with dealId with the contact.
Create a Company in HubSpot
Create a Deal in HubSpot
Create a Ticket in HubSpot
Create or Update a contact in HubSpot
Update a Company in HubSpot"
Update a Deal in HubSpot
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 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 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)
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.)
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)
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