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Integrate Xero with HubSpot CRM

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

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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 CRM

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.

HubSpot CRM Integrations
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Best ways to Integrate Xero + HubSpot CRM

  • Xero Integration HubSpot CRM Integration

    Xero + HubSpot CRM

    Create Deal to HubSpot CRM from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    HubSpot CRM Integration Create Deal
  • Xero Integration HubSpot CRM Integration

    Xero + HubSpot CRM

    Create Company to HubSpot CRM from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    HubSpot CRM Integration Create Company
  • Xero Integration HubSpot CRM Integration

    Xero + HubSpot CRM

    Update Company in HubSpot CRM when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    HubSpot CRM Integration Update Company
  • Xero Integration HubSpot CRM Integration

    Xero + HubSpot CRM

    Update Deal in HubSpot CRM when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    HubSpot CRM Integration Update Deal
  • Xero Integration HubSpot CRM Integration

    Xero + HubSpot CRM

    Create or Update Contact to HubSpot CRM from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    HubSpot CRM Integration Create or Update Contact
  • 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 CRM in easier way

It's easy to connect Xero + HubSpot CRM 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 created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • 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.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

    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.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

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

How Xero & HubSpot CRM 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 CRM 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 CRM.

    (2 minutes)

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

Integration of Xero and HubSpot CRM

The world is changing, everything is getting digitalized. New technpogies have emerged that are making our lives easier. Things that used to be done manually are now being automated, this makes things faster and more efficient. Integrating different platforms can help a business become more efficient and successful. In this article, I will be focusing on Xero and HubSpot CRM and how they can integrate with each other to give benefits to businesses.

Integration of Xero and HubSpot CRM

Xero is a cloud accounting software that allows businesses to manage their finances online. It is the fastest growing accounting software in the world. HubSpot CRM is a customer relationship management platform that integrates sales, marketing, and customer service together. This integration of platforms will allow businesses to manage their leads and accounts easily. Having a single place where everything is in just makes your work as an entrepreneur so much easier.

Benefits of Integration of Xero and HubSpot CRM

There are many benefits of integrating these 2 platforms into one. These are some of the benefits:

  • You save time in doing repetitive tasks
  • With this integration you can automate your workflow
  • You can create leads directly from your Xero account into HubSpot CRM
  • You can manage your accounts in one place
  • You can see your analytics for every lead or account that you have created

Integration of these 2 platforms will make business life so much easier. It will save time and money. There will be less work invpved with managing your business because everything will be handled in one place. Businesses get more lead generation and more sales. This integration is great for anyone who owns a business or is trying to start a business. If you want more information about integration of these 2 platforms, go to https://www.xero.com/blog/integrate-hubspot-crm/.

The process to integrate Xero and HubSpot CRM 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.