HubSpot Integration with Xero | ERP APPS

erpappsau 10 views 6 slides May 02, 2025
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About This Presentation

Integrate HubSpot CRM with Xero to streamline sales and accounting. Automate data sync, invoice creation, payment tracking, and workflows.


Slide Content

HUBSPOT
INTEGRATION
WITH XERO
www.erpapps.com

HUBSPOT-XERO INTEGRATION
Automatic Data Sync
Ensure your data is always up-to-date and consistent across platforms. With
automatic synchronization, customer information, invoices, and payments
are seamlessly shared between HubSpot and Xero.

Invoice Creation from HubSpot
Save time and improve efficiency by generating Xero invoices directly within
HubSpot. There's no need to switch between platforms, your sales team can
create and send invoices without disrupting their workflow.

Real-Time Updates
Keep your business running smoothly with instant updates to customer
records and financial data across HubSpot and Xero. Whether you update
contact details, log a payment, or modify invoice information, changes are
immediately reflected in both systems.

Payment Tracking
Gain complete visibility into the payment status of your deals. Payments are
automatically tracked against invoices in Xero, providing clear insights into which
invoices have been paid and which are still outstanding.

THANK YOU
CONATACT US:
+61 0478 910 084
[email protected]
www.erpapps.com