Wasting time in manually updating your contacts in HubSpot for every new payment in Xero?
This Xero + HubSpot Automation by Automate.io takes care of that for you. It runs automatically every time you get a new payment in Xero and updates the relevant contact fields in HubSpot. This works great if you want the latest payment updates for your contacts to reflect in HubSpot.
You can create custom contact properties in HubSpot and map relevant fields from Xero like Payment Status, Payment Amount, Amount owed, etc.
Just connect your Xero and HubSpot accounts in Automate.io and enable this ready to use bot template.
Step 1: This Bot will trigger on every new payment in Xero
Step 2: Automate.io will then search for the contact using the Contact ID
Step 3: It will then automatically update the payment details for contacts in HubSpot
Xero is a popular online accounting software for small businesses. Create invoices, receive payments and do much more.
HubSpot is a leading all-in-one inbound marketing software that comes with content marketing, SEO, landing pages, lead management, marketing automation and more.
No coding. No change in your apps. Setup and get going in 2 minutes.
Runs on secure HTTPS channel & all sensitive data is stored in an encrypted format.
Used by 1000+ organizations globally - big and small. Live chat support available.
Say Goodbye to those busy days
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