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HubSpot CRM integration

By Xero
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.

Explore all features of HubSpot CRM integration

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

4.4
35 Reviews
5 star
(83%)
4 star
(0%)
3 star
(6%)
2 star
(0%)
1 star
(11%)
BR
Ben Rosswick
Posted

Of modest value

Would be nice if you could see invoices sent from Xero from within Hubspot. Shame they didn't think of this as that's the most important thing a salesperson needs to know!
AC
Alanna Chapman
Posted
I really wanted to use Hubspot - but then when I went to go Sync the data, it told me I had to upgrade my Xero subscription to Premium. Which seems a bit crazy. Not sure why they wouldn't have the Standard option available. We don't want to pay $15 extra per month to be able to have multiply currencies - something we have no need for. Disappointing that the two companies made this decision.
AI
Anna Illemann
Posted
Agree with other comments, this integration only syncs one-way at the moment (from Xero to Hubspot). Not ideal for existing Hubspot users.
Additional info

Shared data

Xero
HubSpot CRM integration
Contacts

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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