Data sync by HubSpot can help your business
Manage operations
- Manage customer or client relationships
- Maintain client contact details
Reporting
- Internal reporting (not for compliance purposes)
Marketing
- Outbound marketing comms
Tasks for Accountants and Bookkeepers
- Keep records up to date
Overview
The HubSpot CRM platform is a leading customer relationship management (CRM) platform that provides software and support to help companies grow better. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, more than 100,000 customers across more than 120 countries use HubSpot’s powerful and easy-to-use tools and integrations to attract, engage, and delight customers.
Data sync by HubSpot + Xero
Sync data between Xero and HubSpot without manual data entry or messy, time-consuming imports.
Here’s what you get with Data Sync by HubSpot:
- Two-way sync: Data is shared between Public name and HubSpot in real time
- Default field mappings: Set-up is quick with out-of-the-box field mappings already created for you
- Historical syncing: Your existing data will sync right away, and updates will sync as they happen
This syncs Xero Contacts
Getting started
Follow the instructions below.
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You must be a HubSpot Super Admin or have HubSpot App Marketplace permissions in your HubSpot account.
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Get started by navigating to the HubSpot Marketplace listing, Install integration.
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You will be prompted to enter your Xero credentials if you haven’t logged in.
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Follow the instructions on the screen to setup your sync between Xero and HubSpot.
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Select what data you would like to sync, review the sync settings and start syncing.
