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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