When you’re running a business, manually managing your new customers should be the least of your priorities. Your efforts should rather go into keeping in regular touch with them for more business.
If you use Xero to manage your payments and HubSpot for managing customers, this readymade integration template is just what you need. 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.
Simply connect your Xero and HubSpot accounts in Automate.io and enable this integration.
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.
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