HubSpot + Xero

Update deals in HubSpot when new sales invoices arise in Xero

Enhance your sales tracking with this efficient setup. Whenever there's a new sales invoice in Xero, your corresponding HubSpot deal updates instantly. This streamlined process eases bookkeeping tasks, letting you focus more on sealing deals. It's an efficient way to keep your accounting and sales records perfectly coordinated.

Enhance your sales tracking with this efficient setup. Whenever there's a new sales invoice in Xero, your corresponding HubSpot deal updates instantly. This streamlined process eases bookkeeping tasks, letting you focus more on sealing deals. It's an efficient way to keep your accounting and sales records perfectly coordinated.

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

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

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Update Deal

    Update 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
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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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