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HubSpot CRM integration

By Xero
3.95 out of 5 stars
Xero is collaborating with HubSpot, a CRM, online marketing, sales and customer service growth platform to deliver the best end-to-end customer journey possible.

Overview

Xero and HubSpot integrate together for end-to-end visibility into your customers journey, from stranger to paid customer invoice, all in one place. Using Xero and HubSpot helps nurture those leads your website attracts, so you can start building better relationships with your prospects and customers through personalised conversations. The Xero to HubSpot integration ensures your Xero contacts are available in HubSpot CRM for all your inbound sales processes, and keeps them up-to-date if anything changes in Xero.

Your contacts can be segmented in HubSpot using your Xero data. Filter customers that have an invoice 7 days overdue, 30 days outstanding, haven't purchased from you and customers that have purchased from you in the last 12 months.

HubSpot CRM integration + Xero

We use the email address as an identifier on your Xero Contact to create a new (or update an existing) contact within HubSpot. Once this initial integration has completed, any change to your contacts in Xero will be reflected in HubSpot CRM automatically, now including the primary contact phone number and if the contact is a customer or supplier. A set of default mappings ensure that the information contained within your Xero contacts is set to the correct place in HubSpot.

Reviews & ratings

4.0 out of 5 stars
42 Reviews
5 star(69%)
4 star(2%)
3 star(5%)
2 star(2%)
1 star(21%)

Most recent reviews

BB
ben barker
Posted 15 Jun 2023
4 out of 5 stars

Useful but missing one thing

We use this plugin to allow our sales team to create invoice from Hubspot when they close a deal. It also means we can build dashboards in Hubspot that track whether all deals have got an invoice for the full amount created, sent and paid. The one thing we would really value is if it also wrote to Hubspot Standard invoice property "Payment Date" - we could then track payment dates on an invoice level.
One person found this review helpful.
HR
Heide Robson
Posted 9 Mar 2023
1 out of 5 stars

Software looks good but onboarding is terrible

First of all, please check dates of 5-star reviews below. They were all posted on the same day and all sound very similar. In other words, they look very much like fake reviews. I wouldn't have thought that Hubspot would do fake reviews. But there you are. Now to my actual review: You receive no support when you sign up and pay for a subscription. There is no onboarding team and no support person for the first month. Just a self serve help centre and a dubious chat support. You are on your own. Make sure you don't pay for an upgraded subscription before your product tour since otherwise, the salesperson loses all interest. Happened to me. I paid before my product tour so that I could prepare better and within an hour the sales agent called and cancelled my product tour. So all up, quite disappointed although I came to Hubspot with high hopes and it does look like a good software at first sight but so far really frustrated with my onboarding experience.
7 people found this review helpful.
LH
Liam Hughes
Posted 16 Feb 2023
1 out of 5 stars

Why wlould I want to sync FROM Xero?

Hubspot is a CRM...CUSTOMER relationship management. Xero is an invoicing tool. I don't want to manage my customers in my accounting tool...Thats what hub spot is for. This integration should be from Hubspot TO Xero not the other way around.
21 people found this review helpful.

Additional info

Shared data

Xero
HubSpot CRM integration
Contactsshared from Xero to HubSpot CRM integration

App details

By Xero
Added in 2019

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact support
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