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HubSpot and Xero Integration

Generate invoices and automatically process payments in Xero. Gather leads, trigger automated emails and put your email marketing on autopilot in HubSpot. Do much more by connecting HubSpot and Xero.

Popular Integrations

  • Xero - New Payment
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    Xero - Search Contact

    Create or Update HubSpot Contacts on New Payment in Xero

    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.

    How it works?

    • 1

      This Bot will trigger on every new payment in Xero.

    • 2

      Automate.io will then search for the contact using the Contact ID.

    • 3

      It will then automatically update the payment details for contacts in HubSpot.

    Show More
  • Xero - New or Modified Contact
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    HubSpot - Add or Update a Contact

    Add or Update a Contact in HubSpot on a New or Modified Contact in Xero

  • HubSpot - New Contact
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    Xero - Add Or Update a Contact

    Add Or Update a Contact in Xero on a New Contact in HubSpot

  • Xero - New or Modified Contact
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    HubSpot - Add a Contact to Workflow

    Add a Contact to Workflow in HubSpot on a New or Modified Contact in Xero

  • HubSpot - Email Opened
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    Xero - Add Or Update a Contact

    Add Or Update a Contact in Xero on a Email Opened in HubSpot

  • Xero - New or Modified Contact
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    HubSpot - Add an existing Contact to a List

    Add an existing Contact to a List in HubSpot on a New or Modified Contact in Xero

  • HubSpot - Contact Modified
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    Xero - Add Or Update a Contact

    Add Or Update a Contact in Xero on a Contact Modified in HubSpot

  • HubSpot - Contact Property Modified
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    Xero - Add Or Update a Contact

    Add Or Update a Contact in Xero on a Contact Property Modified in HubSpot

Looking for something else?


Create your own Integration

Connect HubSpot and Xero the way you want. Start by selecting the trigger and action events listed here.

When this happens

TRIGGERS
  • HubSpot - New Contact

    New Contact

    Triggers when there is a new contact. NOTE: This trigger is not designed for bulk imports and can only support a maximum of 100 contacts at a time

  • HubSpot - Contact Property Modified

    Contact Property Modified

    Triggers every time when a specified property is updated on any contact. This also triggers when a contact is created with this property

  • HubSpot - Contact Modified

    Contact Modified

    Triggers every time when any property is updated on any contact. This also triggers when a contact is created.

  • HubSpot - Deal Property Modified

    Deal Property Modified

    Triggers every time when a specified deal property changes.

  • HubSpot - Email Bounced

    Email Bounced

    Triggers when a Campaign Email Bounces

  • HubSpot - Email Clicked

    Email Clicked

    Triggers when a Campaign Email is Clicked on

  • HubSpot - Email Opened

    Email Opened

    Triggers when a Campaign Email is Opened

  • HubSpot - New Blog Post Published

    New Blog Post Published

    Triggers when a COS Blog Post is Published

  • HubSpot - New Contact in list

    New Contact in list

    Triggers when there is a new contact in a specific list. NOTE: This trigger is not designed for bulk imports and can only support a maximum of 100 contacts at a time

  • Xero - New or Modified Contact

    New or Modified Contact

    Triggers when a new contact is created or an existing one is modified

  • Xero - New Overpayment

    New Overpayment

    Triggers when a new overpayment is generated

  • Xero - New Payment

    New Payment

    Triggers when a new payment is added to xero

  • Xero - Invoice Status Change

    Invoice Status Change

    Triggers when a the status of the sales invoice changes to a particular value

  • Xero - New Sales Invoice

    New Sales Invoice

    Triggers when a new sales invoice is added to xero

  • Xero - New Invoice Line Item

    New Invoice Line Item

    Triggers when there is a Invoice, for each line item. If there is an order with 5 line items, the Bot will run 5 times, each time with details of one line item.

  • Xero - New Purchase Order

    New Purchase Order

    Triggers when a new purchase order is added to xero

  • Xero - Invoice Overdue

    Invoice Overdue

    Triggers when the invoice is overdue by a specified number of days

  • Xero - New Bill

    New Bill

    Triggers when a new bill is added to xero

  • Xero - New or Modified Credit Note

    New or Modified Credit Note

    Triggers when a new credit note is added or an existing credit note is updated

Do this

ACTIONS
  • Xero - Add Or Update a Contact

    Add Or Update a Contact

    Create or Update a Contact

  • Xero - Search Contact

    Search Contact

    Search A Contact Based On Contact ID Or Email Address

  • Xero - Add a Payment

    Add a Payment

    Apply payments to approved AR and AP invoices

  • Xero - Add a Sales Invoice

    Add a Sales Invoice

    Create a new Sales Invoice

  • Xero - Add a Bill

    Add a Bill

    Creates a new Bill

  • Xero - Add a Purchase Order

    Add a Purchase Order

    creates a new purchase order

  • Xero - Search Invoices

    Search Invoices

    search invoices based on invoice id or invoice number

  • Xero - Update an Invoice

    Update an Invoice

    Updates an existing Invoice by Invoice ID or Invoice Number

  • Xero - Add Credit Note

    Add Credit Note

    Adds a new credit note

  • Xero - Add an Item

    Add an Item

    Add a new item in to inventory

  • Xero - Add Line Item To Sales Invoice

    Add Line Item To Sales Invoice

    Add a new line item to an existing sales invoice

  • Xero - Search Bill

    Search Bill

    Search bill by Bill Invoice ID, Reference or Contact ID

  • Xero - Search Credit Note

    Search Credit Note

    Search credit note by Credit Note Id or Credit Note Number

  • Xero - Search An Item

    Search An Item

    search a item/product with its name or id

  • Xero - Search Payments

    Search Payments

    Search payments by Payment Id or Reference

  • Xero - Send an Invoice

    Send an Invoice

    Send Invoice by Invoice Id to the Invoice email address

  • HubSpot - Add or Update a Contact

    Add or Update a Contact

    Add or Update a Contact

  • HubSpot - Add an existing Contact to a List

    Add an existing Contact to a List

    Add an existing Contact to a specific List

  • HubSpot - Add a Contact to Workflow

    Add a Contact to Workflow

    Add an existing Contact to a specific Workflow

  • HubSpot - Add a new COS Blog post

    Add a new COS Blog post

    Add a new COS Blog Post

  • HubSpot - Submit Form

    Submit Form

    Submit the selected form with the provided values

  • HubSpot - Trigger an Enterprise Event

    Trigger an Enterprise Event

    Trigger a custom Enterprise Event for the specified event

  • HubSpot - Add a Social Media Message

    Add a Social Media Message

    Post a message on one of your Social Media Channels.

  • HubSpot - Search a Contact

    Search a Contact

    Search a Contact using Hubspot Contact Id or Email

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Connect HubSpot and Xero with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Typeform
Zoho Forms
Google Forms

Forms

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HubSpot Workflow

HubSpot

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Xero Workflow

Xero

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Gmail
Zoho Mail
Office 365

Email

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