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HubSpot + Xero Integrations

Appy Pie Connect allows you to automate multiple workflows between HubSpot and Xero

About HubSpot

HubSpot transforms the way businesses around the world engage with their customers by delivering a cloud-based platform that enables marketers and salespeople to create genuine connections and relationships with their audience.

About Xero

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

Best HubSpot and Xero Integrations

  • HubSpot Slack

    HubSpot + Slack

    Sends messages on Slack for new HubSpot contacts Read More...
    When this happens...
    HubSpot New Contact
     
    Then do this...
    Slack Send Channel Message
    With our easy to use automation platform, you can connect your Slack and HubSpot in just a few minutes. After setting this integration up, whenever a new contact is added in HubSpot, Appy Pie Connect will automatically send out a message on your chosen Slack channel, letting everyone know of the update without taking up your productive work hours.
    How It Works
    • A new contact is added in HubSpot
    • Appy Pie Connect automatically sends a message on Slack
    What You Need
    • A HubSpot account
    • A Slack account
  • HubSpot Microsoft Teams

    HubSpot + Microsoft Teams

    Send Microsoft Teams Channel messages for new HubSpot contacts Read More...
    When this happens...
    HubSpot New Contact
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Keep everyone on your team on the same page by sending out notifications whenever new contacts are created in your CRM apps. Activate this integration, and we'll handle the rest. From then on, whenever a new contact is added in HubSpot, Appy Pie Connect will automatically send a message in a Microsoft Teams Channel for it, keeping the team informed on the company’s progress.
    How this Microsoft Teams - HubSpot integration works
    • A new contact is added on HubSpot
    • Appy Pie Connect automatically sends a message in a Microsoft Teams Channel
    What You Need
    • A Microsoft Teams account
    • A HubSpot account
  • HubSpot MailChimp

    HubSpot + MailChimp

    Add every new HubSpot contact to a MailChimp list Read More...
    When this happens...
    HubSpot New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    If you’re looking for an easy way to add HubSpot contacts to MailChimp the moment they are updated, then this integration is perfect for you. Once active, whenever a new contact is added in HubSpot, Appy Pie Connect will automatically update that contact in a MailChimp list of your choice. Our easy-to-use automation platform is perfect for integrating HubSpot with MailChimp in just a few clicks, all without any coding skills.
    How this integration works
    • A new contact is added in HubSpot
    • Appy Pie Connect automatically adds that contact to a MailChimp list
    What You Need
    • A MailChimp account
    • A HubSpot account
  • HubSpot MailChimp

    HubSpot + MailChimp

    Add new contact from a specific HubSpot list to a MailChimp list Read More...
    When this happens...
    HubSpot New Contact in List
     
    Then do this...
    MailChimp Add Subscriber to Tag
    Add new HubSpot contacts to a MailChimp list and target them with specialized content and convert them into customers. With this MailChimp – HubSpot integration, you can make your MailChimp subscriber list grow like never before. After setting this integration up, whenever a new contact is added to a specific HubSpot list, Appy Pie Connect will automatically add it to a MailChimp list. This integration enables you to automatically share HubSpot customer data with the marketing team without having to give them full access.
    How It Works
    • A new contact is added to a specific HubSpot list
    • Appy Pie Connect adds that contact to a list in MailChimp
    What You Need
    • A HubSpot account
    • A MailChimp account
  • HubSpot Slack

    HubSpot + Slack

    Get Slack notifications whenever new contacts are added to a specific HubSpot list Read More...
    When this happens...
    HubSpot New Contact in List
     
    Then do this...
    Slack Send Channel Message
    Explore the full potential of Slack by integrating it with HubSpot. Once active, we will watch your HubSpot account for new contacts. Whenever a new contact is found, Appy Pie Connect will automatically send out a message to your chosen Slack channel, keeping your team members on Slack updated about all those new customers on HubSpot.
    How this HubSpot - Slack integration works
    • A new contact is added to a specific list in HubSpot
    • Appy Pie Connect automatically posts a message to a channel on Slack
    What You Need
    • A HubSpot account
    • A Slack account
  • HubSpot Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    HubSpot {{item.triggerTitle}}
     
    Then do this...
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Connect HubSpot + Xero in easier way

It's easy to connect HubSpot + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New COS Blog Article

    Triggers when a new article is added to your COS blog.

  • New Calendar Task

    Triggers when a calendar task is created. NOTE: This applies to HubSpot (Marketing), and not HubSpot CRM's tasks.

  • New Contact

    Triggers when a new contact is created.

  • New Contact Property Change

    Triggers when a specified property is provided or updated on a contact.

  • New Contact in List

    Triggers when a contact is added to the specified list.

  • New Form Submission

    Triggers when a form is submitted.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Add Contact to List

    Adds a contact to a specific static list.

  • Add Contact to Workflow

    Adds a contact to a specific workflow.

  • Create COS Blog Post

    Creates a blog post in your HubSpot COS blog.

  • Create Company

    Creates a new company.

  • Create Enterprise Event

    Creates a new custom enterprise event. This is for HubSpot Enterprise customers only.

  • Create Form Submission

    Creates a new submission for a selected form.

  • Create Social Media Message

    Creates and immediately publishes a message on a specified social media channel.

  • Create Ticket

    Creates a Ticket in HubSpot.

  • Create or Update Contact

    Creates a new contact or updates an existing contact based on email address.

  • Update Company

    Updates a company.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How HubSpot & Xero Integrations Work

  1. Step 1: Choose HubSpot as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate HubSpot with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Xero as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Xero with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of HubSpot and Xero

HubSpot?

HubSpot is a marketing platform that is used for social media marketing. The platform is used by small and large businesses to help them in their marketing strategy. The platform enables businesses to manage their web traffic, create landing pages, build email lists and manage the entire customer interaction. (“About”, n.d.)

The HubSpot platform can be used on any device, which makes it easy for users to access the platform from anywhere at any time. The platform has a mobile app that can help users to monitor their account when they are away from their PCs. You can also use the platform on the browser on your mobile phone. (“HubSpot’s Marketing Software”, n.d.)

  • Xero?
  • Xero is an accounting software that is used to manage the accounting of businesses. The accounting software can be accessed on the browser and can be used on multiple devices. To use the software, you need an internet connection. Xero is widely used by business owners who are looking for low-cost accounting spution as opposed to high-priced accounting software. (Xero, 2018)

  • Integration of HubSpot and Xero
  • Integrating HubSpot and Xero will enable businesses to manage their customer interactions in a better way as opposed to managing both platforms separately. Such integration will help businesses to grow exponentially as they will have access to more data that can help them to market their products better. (“Hubspot + Xero integration”, n.d.)

    HubSpot has a top called ‘Lead Generation Grader’ that allows businesses to analyze the performance of their lead generation efforts. The top can display information regarding the conversion rates of various campaigns, efficiency in converting leads into customers, revenue per lead and revenue per new customer. (“Hubspot Leads Grader”, n.d.)

    The integration of HubSpot and Xero will enable businesses to integrate different services provided by both platforms into one single service that will be beneficial for them in the long run. For example, a business owner can use Xero for keeping records of their sales and HubSpot for maintaining information about leads generated through social media platforms. (“Hubspot + Xero integration”, n.d.)

  • Benefits of Integration of HubSpot and Xero
  • Using the integration of HubSpot and Xero will enable the businesses to take advantage of features provided by both platforms at a single go. Some benefits of using such integration include the fplowing:

    HubSpot Integration with Xero

    Provides detailed analytics regarding customer interactions and activities across various channels like emails, social media platforms etc. Helps businesses to track their revenue with the help of data cplected from different sources like social media platforms etc. Helps businesses to monitor their lead generation campaigns without making any changes in their existing marketing strategy. Allows businesses to cplect data on where most of the customers come from and how effective their marketing strategies are helping them to convert leads into customers Helps businesses to increase their productivity through automation of repetitive tasks like scheduling emails etc. Helps businesses to contact customers directly via email or phone calls through the help of intelligent automation integrated with both platforms Helps businesses to schedule meetings automatically with customers after analyzing data gathered from various sources like social media platforms etc. Helps businesses to engage customers through different mediums like emails, phone calls etc. Helps businesses to generate qualified leads through automated lead generation campaigns, which means no manual intervention needed by business owners Helps businesses to reduce costs in managing customer interactions by integrating both platforms Helps businesses to increase their ROI by taking a single decision in regard to marketing strategies Helps businesses to spend less time on managing appointments etc. Helps businesses to reduce efforts in monitoring their accounts by integrating both platforms Helps businesses to reduce efforts in handling all customer interactions including appointments etc. Helps businesses to reduce efforts in providing customer support through various mediums like emails, phone calls etc. Helps businesses to save money on management fees cplected from companies using HubSpot Helps businesses to save money on management fees cplected from companies using Xero (1)

    The process to integrate HubSpot and WooCommerce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.