AUTOMATION
HUBSPOT TO XERO AUTOMATION
Purpose
The HubSpot to Xero integration provides end-to-end customer visibility by syncing crucial financial data from Xero into HubSpot. This allows sales and marketing teams to see the full customer journey, from lead generation to paid invoice, all within their CRM. Furthermore, it enables powerful workflow automation based on financial events, driving proactive and timely client engagement.
Impact
This integration eliminates data silos between sales/marketing and finance, ensuring a complete and unified view of each customer's financial status within HubSpot. This means no more switching between systems to understand payment statuses or invoice history. It significantly improves client engagement by allowing HubSpot workflows (e.g., renewal campaigns, overdue reminders) to be automatically triggered based on Xero invoice or payment events, ensuring timely and relevant communication with clients.
ROI: