HubSpot + Xero

Create HubSpot engagements for new Xero sales invoices

Effortlessly streamline your sales and marketing process with this workflow. When a new sales invoice is created in Xero, this automation will instantly generate a new engagement in HubSpot, keeping your team informed of the latest transactions. Stay organized and boost productivity with this seamless connection between Xero and HubSpot.

Effortlessly streamline your sales and marketing process with this workflow. When a new sales invoice is created in Xero, this automation will instantly generate a new engagement in HubSpot, keeping your team informed of the latest transactions. Stay organized and boost productivity with this seamless connection between Xero and HubSpot.

  1. When this happens...
    XeroXero
    New Sales Invoice

    Triggers when a new Sales Invoice (Accounts Receivable) is created.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Engagement

    Creates a new Engagement for a contact, in HubSpot.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Project State

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn more

Related categories

  • Accounting

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