Connect HubSpot CRM and Xero integrations

Connect HubSpot CRM and Xero with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like HubSpot CRM and Xero to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Trigger
Select a trigger...
HubSpot CRM

Triggers when a new company is created.

HubSpot CRM

Triggers when a new contact is created.

HubSpot CRM

Triggers when a new contact is added to a list (only for users with the paid Marketing account).

HubSpot CRM

Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].

HubSpot CRM

Triggers when a new deal is created.

HubSpot CRM

Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

HubSpot CRM

Triggers when a new file is stored in file manager.

HubSpot CRM

Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID, and Client Secret are filled in advanced parameters. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.

HubSpot CRM

Triggers when data is submitted from a given form.

HubSpot CRM

Triggers when a new email timeline subscription added for the portal.

HubSpot CRM

Triggers when a new ticket is created.

HubSpot CRM
Xero
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Action
Select an action...
Xero

Adds a contact to a specified contact group.

Xero

Archives a contact with a given ID.

Xero

Creates a new bank transaction.

Xero

Transfers a specified amount from one account to another.

Xero

Creates a new batch payment.

Xero

Creates a new contact.

Xero

Creates a contact group.

Xero

Creates a new credit note.

Xero

Creates a new folder.

Xero

Adds a note to a record.

Xero

Creates a manual journal.

Xero

Creates a new account.

Xero

Creates a new asset type.

Xero

Creates a new employee.

Xero

Creates a new invoice.

Xero

Creates a new item.

Xero

Use this method to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Xero

Creates a new purchase order.

Xero

Creates a quote.

Xero

Creates a new timesheet.

Xero

Creates a new tracking category.

Xero

Deletes all contacts from a contact group.

Xero

Deletes an existing file.

Xero

Deletes an existing folder.

Xero

Deletes an existing purchase order.

Xero

Deletes an existing timesheet.

Xero

Deletes an existing tracking category.

Xero

Downloads an attachment.

Xero

Downloads an invoice.

Xero

Returns information about a transaction with a specified ID.

Xero

Retrieves contact information by ID.

Xero

Returns information about a contact group.

Xero

Returns information about a credit note with a specified ID.

Xero

Retrieves an existing file.

Xero

Retrieves an existing folder.

Xero

Returns information about a manual journal.

Xero

Returns information about an account with a specified ID.

Xero

Retrieves an existing asset.

Xero

Retrieves an existing asset type.

Xero

Returns information about an invoice with a given ID.

Xero

Retrieves Xero online invoice URL.

Xero

Searches for an item by item ID or item code.

Xero

Retrieves information about a payment with a specified ID.

Xero

Returns information about a purchase order with a specified ID.

Xero

Retrieves a sales invoice PDF.

Xero

Retrieves a setting object.

Xero

Retrieves an existing timesheet.

Xero

Retrieves an existing tracking category.

Xero

Performs an arbitrary authorized API call.

Xero

Removes a contact from a contact group.

Xero

The email will be sent to the primary email address of the contact on the invoice. The invoice must be of Type ACCREC and a valid Status for sending (SUMBITTED,AUTHORISED or PAID).

Xero

Updates a contact by ID.

Xero

Updates an existing file.

Xero

Updates an existing folder.

Xero

Updates a new account.

Xero

Updates an existing asset.

Xero

Updates an existing asset type.

Xero

Updates an employee by ID.

Xero

Updates an invoice by ID.

Xero

Updates an item by ID.

Xero

Updates an existing purchase order.

Xero

Updates an existing tracking category.

Xero

Uploads a file to a selected object.

Xero

Uploads a file using Files API.

Xero

Сreates a new asset.

Xero

Returns bank statements for a selected bank account.

Xero

Returns the balances and cash movements for each bank account.

Xero

Retrieves the changes made to a given object.

Xero

Lists all existing asset types.

Xero

Retrieves a list of attachments.

Xero

Lists all existing files.

Xero

Lists all existing folders.

Xero

Lists all existing tenants.

Xero

Searches for assets or lists them all.

Xero

Finds an account by ID, name, or code.

Xero

Searches for a contact group.

Xero

Searches for a contact by name or email.

Xero

Searches for an invoice.

Xero

Returns a list of items.

Xero

Searches for a manual journals.

Xero

Finds a tax rate by name.

Xero

Searches for payments or lists them all.

Xero

Searches for timesheets or lists them all.

Xero

Searches for tracking categories or lists them all.

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Build your HubSpot CRM and Xero integrations.

Create custom HubSpot CRM and Xero workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

HubSpot CRM
Add Contacts to a List

Adds contact records that have already been created in the system to a contact list.

Action
Xero
Add a Contact to a Contact Group

Adds a contact to a specified contact group.

Action
HubSpot CRM
Add a Contact to a Workflow

Adds a contact to a specific workflow.

Action
Xero
Archive a Contact

Archives a contact with a given ID.

Action
Xero
Create a Bank Transaction

Creates a new bank transaction.

Action
Xero
Create a Bank Transfer

Transfers a specified amount from one account to another.

Action
Xero
Create a Batch Payment

Creates a new batch payment.

Action
HubSpot CRM
Create a Call

Creates a call with the given properties and returns a copy of the object, including the ID.

Action
HubSpot CRM
Create a Communication

Creates a communication with the given properties and returns a copy of the object, including the ID.

Action

Popular HubSpot CRM and Xero workflows.

Looking to get more out of HubSpot CRM and Xero? With Make you can visually integrate HubSpot CRM and Xero into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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