This automation scenario allows you to connect HubSpot and Xero
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and Xero can also be integrated using automation tools other than zapier:
When this trigger fires in HubSpot
Triggers when new contact is available.
Then this action happens in Xero
Creates a new contact or updates a contact if a contact already exists.
This guide contains information on how to set up an automatic workflow that allows to Add new HubSpot contacts to Xero.
Part I
First, we need to connect HubSpot and Xero to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect Xero to Zapier.
Give Zapier access to your Xero account, using Xero credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for HubSpot
Choose the following trigger: New Contact (Triggers when new contact is available.).
Then set up an Action for Xero
Choose this action: Create/Update Contact (Creates a new contact or updates a contact if a contact already exists.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Xero.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new HubSpot contacts to Xero!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new bill (Accounts Payable).
Applies a payment to an invoice.
Send Sales Invoice by Email
Creates a new contact.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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