Integrate HubSpot CRM with Xero

Send information between HubSpot CRM and Xero automatically, without writing any code, using Zoho Flow.

Build your own integrations between HubSpot CRM and Xero

Connect HubSpot CRM and Xero with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate HubSpot CRM and Xero using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created or updated

Triggers when a new company is created or details of an existing company is updated

Contact created

Triggers when a new contact is created

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

Deal created or updated

Triggers when a new deal is created or details of an existing deal is updated

Contact created or updated

Triggers when a new contact is created or details of an existing contact is updated

Deal created

Triggers when a new deal is created

Email created

Triggers when a new email is created

Meeting created

Triggers when a new meeting is created

Credit note created

Triggers when a new credit note is created

Invoice created

Triggers when a new invoice is created

Quote created or updated

Triggers when a new quote is created or details of an existing quote are updated

Invoice created or updated

Triggers when a new sales invoice or purchase bill is created or details of an existing one are updated

Payment created or updated

Triggers when a new payment is created or details of an existing payment are updated

Purchase order created

Triggers when a new purchase order is created

Contact created or updated

Triggers when a new contact is created or details of an existing contact are updated

Bank transaction created or updated

Triggers when a new transaction is created or details of an existing transaction are updated

Purchase order created or updated

Triggers when a new purchase order is created or details of an existing purchase order are updated

Payment created

Triggers when a new payment is created

Product created or updated

Triggers when a new product is created or an existing one is updated

Bank transaction created

Triggers when a new bank transaction is created

Credit note created or updated

Triggers when a new credit note is created or details of an existing credit note are updated

Product created

Triggers when a new product is created

Contact created

Triggers when a new contact is created

Quote created

Triggers when a new quote is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create company

Creates a new company

Create deal

Creates a new deal

Create ticket

Creates a new ticket

Create task

Creates a new task

Create email

Creates a new email

Create meeting

Creates a new meeting

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update contact - By email

Updates the details of an existing contact associated with the specified email

Associate CRM entities

Associates two existing CRM entities

Update deal

Updates the details of an existing deal using its ID

Update company

Updates the details of an existing company by ID

Create or update contact

Creates a new contact or updates the details of an existing contact

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch ticket pipeline - By name

Fetches the details of the existing pipeline of the ticket by name

Fetch ticket pipeline stage - By name

Fetches the details of the existing stages in the pipeline of the ticket by name

Create or update invoice

Create a new invoice or update an existing one using the invoice number

Create bank transaction

Creates a new bank transaction

Create or update quote

Create a new quote or update an existing one using the quote number

Create project

Creates a new project

Create or update contact

Creates a new contact or updates the details of an existing account

Email invoice

Triggers when you send an approved Xero invoice to your customer via email

Create or update purchase order

Create a new purchase order or update an existing one using the purchase order number

Create or update credit note

Creates a new credit note or update an existing credit note using credit note number

Allocate credit note to invoice

Applies a credit note to an invoice to reduce its outstanding balance

Create or update product

Creates a new product or update an existing one using the product item code

Update invoice

Updates the details of an invoice

Update quote

Updates the details of a quote

Update product

Updates the details of an existing product

Update purchase order

Updates the details of a purchase order

Update contact

Updates the details of an existing contact

Fetch quote

Fetches the details of an existing quote

Fetch bank transaction

Fetches the details of a bank transaction

Fetch purchase order

Fetches the details of an existing purchase order

Fetch account

Fetches the details of an existing account

Fetch project

Fetches the details of an existing project

Fetch contact

Fetches the details of an existing contact

Fetch bank account

Fetches the details of an existing bank account

Fetch invoice

Fetches the details of an existing invoice

Fetch product

Fetches the details of an existing product

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

CRM

What is Xero?

Xero is a cloud-native accounting application built to support the financial operations of small and medium-sized enterprises (SMEs). It offers a centralized platform for managing real-time financial data, automating accounting processes, and integrating seamlessly with third-party business tools.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

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