HubSpot + Xero

Create or update HubSpot contacts when new or updated contacts appear in Xero

Stay on top of your contact management with this workflow linking Xero and HubSpot. When you add or update a contact in Xero, this automation process ensures the same changes are reflected in HubSpot. This keeps your records consistent across your financial and marketing platforms, saving you time from duplicative data entry and reducing the potential for errors.

Stay on top of your contact management with this workflow linking Xero and HubSpot. When you add or update a contact in Xero, this automation process ensures the same changes are reflected in HubSpot. This keeps your records consistent across your financial and marketing platforms, saving you time from duplicative data entry and reducing the potential for errors.

  1. When this happens...
    XeroXero
    New or Updated Contact

    Triggers when a contact is created or updated.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Create or Update Contact

    Creates a new contact or updates an existing contact based on email address.

    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
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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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