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Integrate Xero with HubSpot

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

  • No code
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  • Lightning Fast Setup
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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.

About HubSpot

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

HubSpot Integrations

Best ways to Integrate Xero + HubSpot

  • Xero Integration Gmail Integration

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
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    When this happens...
    Xero Integration New Payment
     
    Then do this...
    Gmail Integration Send Email
    Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!
    How this Xero - Gmail integration works
    • A new payment is received in Xero
    • Appy Pie Connect sends a Gmail email with details from the payment
    What You Need
    • A Xero account
    • A Gmail account
  • Xero Integration Slack Integration

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
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    When this happens...
    Xero Integration New Sales Invoice
     
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    Slack Integration Send Channel Message

    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.

    How this Xero – Slack integration Works
    • A new invoice is created in Xero
    • Appy Pie Connect automatically sends it to a chosen Slack channel
    What You Need
    • A Xero account
    • A Slack account
  • Xero Integration Google Sheets Integration

    Xero + Google Sheets

    Add rows to Google Sheets for new Xero payments Read More...
    Close
    When this happens...
    Xero Integration New Payment
     
    Then do this...
    Google Sheets Integration Create Spreadsheet Row
    Do you want to be sure you don't miss any payments? With this Connect flow, you can create a payments database in Google Sheets that keeps track of all your Xero payments in one place that's easy to read and search.
    How This Integration Works
    • When your receive a new payment
    • Appy Pie Connect adds a new row to a specific Google Sheets.
    What You Need
    • Xero account
    • Google Sheets account
  • Xero Integration Gmail Integration

    Xero + Gmail

    Create Draft to Gmail from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Gmail Integration Create Draft
  • Xero Integration Gmail Integration

    Xero + Gmail

    Send Email in Gmail when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Gmail Integration Send Email
  • Xero Integration {{item.actionAppName}} Integration

    Xero + {{item.actionAppName}}

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

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

    Triggers
  • 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)

  • 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.

    Actions
  • 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.

  • 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

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

How Xero & HubSpot Integrations Work

  1. Step 1: Choose Xero 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 HubSpot 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 Xero to HubSpot.

    (2 minutes)

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

Integration of Xero and HubSpot

Xero is an accounting software that helps small businesses to be more productive. However, Xero is not the only accounting software out there, there is a competitor named HubSpot. Xero and HubSpot are both very popular accounting software; however, they have different offerings. Xero and HubSpot can be integrated. Integrating these two applications enables business owners to grow their business more efficiently.

In this part of my article, I will introduce the topic and explain why I am writing about it. In addition, I will state what my position is and show my argument to support my position. Also, I will explain why the readers should be interested in my article.

In this part of the article, I will set up the rest of the article by describing what Xero and HubSpot are as well as how they are different from one another. After that, I will describe why integration of Xero and HubSpot is useful to business owners. Lastly, I will provide examples of Xero and HubSpot integration.

Xero

Xero is an accounting software that helps small businesses to be more productive. It was founded by Rod Drury and first launched in 2006. It has been used by more than 190 countries since then.[1] Small businesses can use Xero to manage their finances, including their accounting tasks, bank reconciliations, balances, accounts payable, accounts receivable, taxes, payrpl, and inventory management. It allows users to track their financial activities with ease. It also provides email-based customer support and live chat support. [2]

HubSpot

Hubspot is a marketing automation top that helps businesses to reach out to their customers. This top makes it easier for businesses to generate leads, convert leads into potential customers, and nurture those potential customers until they become regular customers. [3] This top also helps businesses to retain their current customers. HubSpot was founded by Brian Halligan and Dharmesh Shah in June 2006. [4] This top can be used to build websites, create landing pages, attract potential customers through social media, monitor website analytics, and convert potential customers into regular customers through email marketing tops such as segmentation, automation and personalization.[5] These tops are made available to users through several paid plans containing different features.[6]

Integration of Xero and HubSpot

Xero and HubSpot can be integrated, which enables businesses to perform better than if they were working independently. These two applications are compatible with each other because they both offer cloud-based services.[7] The integration gives businesses more efficient ways to grow their business. One example of integrating these two applications is Xero’s API (Application Programming Interface. Through the API, users can pull data from Xero into other applications such as HubSpot.[8] Another example of integration is HubSpot’s integration with Google Analytics. Through this integration, users can track their online marketing efforts such as sending emails or visiting specific webpages.[9]

Benefits of Integration of Xero and HubSpot

Integration of Xero and HubSpot offers many benefits to business owners who use it. One benefit is that it helps businesses to market themselves better. For example, when a business uses HubSpot to create a landing page for its website, it can use this page to get people’s information such as name and email address so that it can send them an email campaign later on.[10] Another benefit is that it helps businesses to grow their business online by using effective tops for online marketing. For example, when a business uses Google Analytics to track its online marketing efforts such as sending emails or visiting specific webpages, it can understand what its customers like or dislike about its products/services so that it can change its marketing strategy accordingly.[11] A third benefit is that it helps businesses save time and money by using services such as integrations between Xero and HubSpot which allow them to achieve their goals faster.[12] A fourth benefit is that it increases productivity by providing easy access to all needed tops for business owners without the need for multiple logins.[13] A fifth benefit is that it reduces the risk of losing money by allowing business owners to keep track of their financial activities easily.[14] A sixth benefit is that it increases visibility of businesses by making information such as data on products/services available to more people.[15] Lastly, a seventh benefit is that it lets businesses cplect feedback from customers through surveys so that they can make improvements in future work.[16] These are only some of the benefits of integrating Xero and HubSpot. There are many more benefits that business owners can gain through integrating these two applications. These benefits are described in detail in the fplowing paragraphs.

In this part of my article, I will summarize the points I have made throughout the article by explaining why integration of Xero and HubSpot is beneficial for business owners. Also, I will conclude my article by drawing a conclusion about my thesis statement made in the introduction part of the article. Lastly, I will provide an example of successful integration of Xero and HubSpot by describing how a company called Proposify uses both applications. Last but not least, I will end my article with concluding remarks about my research findings.

The process to integrate Xero and HubSpot 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.