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.
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.Xero Integrations
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It's easy to connect HubSpot CRM + Xero without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
It is a cloud-based company relationship management software. It is used as a marketing top to help companies streamline their sales and customer support functions by providing real-time analytics.
It is used as a marketing top to help companies streamline their sales and customer support functions by providing real-time analytics. B. Xero?
Xero is a cloud accounting software, operating from any location. It can be accessed using a web browser or mobile device.
HubSpot CRM integrates with Xero through the unique API. This integration allows users to integrate data and synch them in real time. This integration helps companies to make business decisions quickly. They can plan their budget and forecast revenue accurately. The integration also helps the companies in making more efficient use of their resources, including money and human capital. It is because they have an insight into the non-billable time and usage of their employees.
Integration through API gives businesses contrp over all the data being shared with third parties. This ensures that only relevant data is transferred to third party applications. This minimizes the risk of information loss. It also helps companies to minimize the possibility of data breach. With the integration through API, compliance requirements can also be met easily.
The benefits of this integration are as fplows:
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