HubSpot
Xero
zapier

An automated workflow using zapier

Connects HubSpot + Xero

Add new HubSpot contacts to Xero

About this workflow template

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.

HubSpot and Xero can also be integrated using automation tools other than zapier:

Diagram

Add new HubSpot contacts to Xero
Workflow diagram: HubSpot + Xero integration

How it works?

When this trigger fires in HubSpot

HubSpot

New Contact in HubSpot

Triggers when new contact is available.

Then this action happens in Xero

Xero

Create/Update Contact in Xero

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

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new HubSpot contacts to Xero.

Part I

Configure Applications

First, we need to connect HubSpot and Xero to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot credentials.

  • Connect Xero to Zapier.

    Connect Xero to Zapier.

    Give Zapier access to your Xero account, using Xero credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for HubSpot

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between HubSpot and Xero.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapier
    triggerbyzapier
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapier
    triggerbyzapier
  • HubSpot

    New contact property change

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

    zapier
    triggerbyzapier
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • Xero

    Create sales invoice

    Creates a new sales invoice (Accounts Receivable).

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create/update contact

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

    zapier
    actionbyzapier
  • Xero

    Create bill

    Creates a new bill (Accounts Payable).

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create payment

    Applies a payment to an invoice.

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Send sales invoice by email

    Send Sales Invoice by Email

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create a contact

    Creates a new contact.

    integromatpabbly-connect
    actionbyintegromatpabbly-connect

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Xero

Xero

Accounting

Online accounting software for expenses tracking, invoices, and bookkeeping

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.