HubSpot + Xero

Create HubSpot deals from new Xero quotes

Create a seamless workflow between Xero and HubSpot with this automation. Whenever a new quote is generated in Xero, a deal will be automatically created in HubSpot. This not only saves time but also reduces manual data entry errors, allowing you to focus on driving business growth and strengthening customer relationships.

Create a seamless workflow between Xero and HubSpot with this automation. Whenever a new quote is generated in Xero, a deal will be automatically created in HubSpot. This not only saves time but also reduces manual data entry errors, allowing you to focus on driving business growth and strengthening customer relationships.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal 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
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

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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