App Holder
Xero

Create or Update HubSpot Contacts on New Payment in Xero

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Description

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.

How it works?

  • 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

Apps you need

  • Xero

    Xero is a popular online accounting software for small businesses. Create invoices, receive payments and do much more.

  • HubSpot

    HubSpot is a leading all-in-one inbound marketing software that comes with content marketing, SEO, landing pages, lead management, marketing automation and more.

Looking for something else?

See more Xero + Xero Integrations

Why Automate.io?

Easy

No coding. No change in your apps. Setup and get going in 2 minutes.

Secure

Runs on secure HTTPS channel & all sensitive data is stored in an encrypted format.

Reliable

Used by 1000+ organizations globally - big and small. Live chat support available.

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