INTEGRATION OF
HubSpot CRM + Xero
Are you looking to streamline your business's sales and finance? Integrating HubSpot CRM and Xero with Cloudify enables you to organise and manage your accounts, contacts easily, and leads, automate invoicing, and much more.
Add customer to campaign list
The automation between Hubspot and xero allows you to automatically add the customer to a campaign list in HubSpot, when there is a new invoice created in Xero.
Automated Quotation
Automatically create a new quote in xero, when a new deal is won in HubSpot.
Automatic Deal Update
Automatically update a deal in HubSpot, when a new invoice is created in Xero.
Automated Invoicing
Automatically create a draft or booked invoice in xero, when a new deal is won in HubSpot.
Automatic Draft Order
Automatically create a new draft order in xero, when a new deal is won in HubSpot.
HubSpot with Xero
Integrating Hubspot with Xero lets you streamline the process between sales and financial management by managing and organising your accounts and automating invoices. It streamlines your CRM with your invoicing system or any other accounting requirement.
Sync Your Important Data
The Xero integration lets you sync important data from Xero to the company in HubSpot CRM. Thus, the sales team can access all customer information in one place.
Benefits of Integrating HubSpot and Xero
Linking finance & sales
Whether a small, medium, or large enterprise, managing the accounts is an important task that this integration performs.
Contact management
When a deal is created in HubSpot, the customer info is directly added to Xero.
Automated workflows
Create deals automatically from HubSpot and update the details in the Xero app.
Data management
Maintain accurate data of your customers and update it automatically with no information lost.
Simple and affordable pricing plans for you
Monthly
Annually
Save 20% by buying the annual plan
Starter
Plan for individual
DKK 169 /mo
Buy NowStarting from DKK 1490
250 transactions per month
DKK 1 per extra transaction
2 apps allowed
24 hrs email response time
30 days Historical data
Detailed log history
5 min Synchronization
Support via email
Support via chat
Connect multiple apps
Import of previous orders can be purchased
Business
Plan for marketing team
DKK 249 /mo
Buy NowStarting from DKK 1490
500 transactions per month
DKK 1 per extra transaction
3 apps allowed
24 hrs email response time
180 days Historical data
Detailed log history
1 min Synchronization
Support via email
Support via chat
Connect multiple apps
Import of previous orders can be purchased
MOST POPULAR
Business Premium
Plan for whole team
DKK 399 /mo
Buy NowStarting from DKK 1490
1000 transactions per month
DKK 1 per extra transaction
4 apps allowed
8 hrs email response time
1 year Historical data
Detailed Log history
1 min Synchronization
Support via email
Support via chat
Connect multiple apps
Import of previous orders can be purchased
Enterprise
Managed automation for your whole team and enterprise grade features
Contact UsStarting from DKK 1490
4000 transactions per month
DKK 1 per extra transaction
5 apps allowed
Priority email response
1 year of Historical data
Detailed Log history
1 min Synchronization
Support via email
Support via chat
Connect multiple apps
Import of previous orders can be purchased
Drop us a message here
Start the conversation about how Cloudify can help your business. Got a particular question or want to schedule a call?
