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HubSpot + Xero

HubSpot + Xero

HubSpot + Xero integrations

Create new HubSpot engagements for every new Xero sales invoice

Whenever you finalize a sales invoice in Xero, let this workflow streamline your processes by creating a new engagement in HubSpot. This way, you can efficiently keep track of all customer activities in HubSpot without having to manually transfer each invoice. This automation enhances productivity, leaving you more time to focus on critical tasks.

  1. When this happens...
    New Sales Invoice
    New Sales Invoice
    New Sales InvoiceTriggers when a new Sales Invoice (Accounts Receivable) is created.
  2. automatically do this!
    Create Engagement
    Create Engagement
    Create EngagementCreates a new Engagement for a contact, in HubSpot.
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More things you can do with Xero and HubSpot

Discover other triggers and actions you can use with Xero and HubSpot

    • Organization
      Required
    Trigger
    Polling
    Try It
    • Organization
      Required
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Days_overdue
      Required
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Status
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Status
    • Type
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Report Type
      Required
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Payment_type
    Trigger
    Polling
    Try It
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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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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.
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