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HS Deal to Xero Quote Draft
“Anytime a new deal is created in HubSpot, find or create contact in Xero and create new quote draft in Xero.”
created by
James Baird
How Zapier works (57 sec)
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FREE for 14 days
Trusted at companies large and small
This Zap works in 3 steps …
Step 1 - Trigger
Anytime a new deal is created in HubSpot
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Step 2 - Action
Find or create contact in Your App
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Step 3 - Action
Create new quote draft in Your App
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1.5 minutes to set up
Get back 1.2 hrs /week
2 people use this zap
This Zap uses the following 2 apps
HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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.
HubSpot + Xero
Check out all the other ways you can connect HubSpot and Xero.
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