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HubSpot CRM
Xero

Connect HubSpot CRM and Xero integrations

Explore ready-made HubSpot CRM and Xero templates and start automating in minutes.

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Create a custom workflow

Integrate HubSpot CRM with Xero and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

HubSpot CRM
Trigger: Watch Companies
Xero
Action: Select an action
1. Select a trigger

  • Triggers when a new company is created.

  • Triggers when a contact is created, deleted, merged, restored, association changed, or deleted for privacy.

  • Triggers when a new contact is created.

  • Triggers when a new contact is added to a list (only for users with the paid Marketing account). This module will be deprecated on September 30th 2025.

  • Triggers when a CRM object is created/updated.

  • Triggers when a new deal is created.

  • 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.

  • Triggers when a new file is stored in file manager.

  • Triggers when a new member is added to selected list.

  • 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.

  • Triggers when data is submitted from a given form.

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

  • Triggers when a new ticket is created.

2. Select an action

  • Adds a contact to a specified contact group.

  • Archives a contact with a given ID.

  • Creates a new bank transaction.

  • Transfers a specified amount from one account to another.

  • Creates a new batch payment.

  • Creates a new contact.

  • Creates a contact group.

  • Creates a new credit note.

  • Creates a new folder.

  • Adds a note to a record.

  • Creates a manual journal.

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

  • Creates a new purchase order.

  • Creates a quote.

  • Creates a new timesheet.

  • Creates a new tracking category.

  • Creates a new account.

  • Creates a new asset type.

  • Creates a new employee.

  • Creates a new invoice.

  • Creates a new item.

  • Deletes all contacts from a contact group.

  • Deletes an existing file.

  • Deletes an existing folder.

  • Deletes an existing purchase order.

  • Deletes an existing timesheet.

  • Deletes an existing tracking category.

  • Downloads an attachment.

  • Downloads an invoice.

  • Returns information about a transaction with a specified ID.

  • Retrieves contact information by ID.

  • Returns information about a contact group.

  • Returns information about a credit note with a specified ID.

  • Retrieves an existing file.

  • Retrieves an existing folder.

  • Returns information about a manual journal.

  • Retrieves information about a payment with a specified ID.

  • Returns information about a purchase order with a specified ID.

  • Retrieves a sales invoice PDF.

  • Retrieves a setting object.

  • Retrieves an existing timesheet.

  • Retrieves an existing tracking category.

  • Returns information about an account with a specified ID.

  • Retrieves an existing asset.

  • Retrieves an existing asset type.

  • Returns information about an invoice with a given ID.

  • Retrieves Xero online invoice URL.

  • Searches for an item by item ID or item code.

  • Performs an arbitrary authorized API call.

  • Removes a contact from a contact group.

  • 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).

  • Updates a contact by ID.

  • Updates an existing file.

  • Updates an existing folder.

  • Updates an existing purchase order.

  • Updates an existing tracking category.

  • Updates a new account.

  • Updates an existing asset.

  • Updates an existing asset type.

  • Updates an employee by ID.

  • Updates an invoice by ID.

  • Updates an item by ID.

  • Uploads a file to a selected object.

  • Uploads a file using Files API.

  • Сreates a new asset.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between HubSpot CRM and Xero.

Add a Contact to a Contact Group
Adds a contact to a specified contact group.
Action
Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
Action
Add Contacts to a List (Deprecated)
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Action
Add Members to a List (Segment)
Adds records to selected list (segment).
Action
Archive a Contact
Archives a contact with a given ID.
Action
Create a Bank Transaction
Creates a new bank transaction.
Action
Create a Bank Transfer
Transfers a specified amount from one account to another.
Action
Create a Batch Payment
Creates a new batch payment.
Action
Create a Call
Creates a call with the given properties and returns a copy of the object, including the ID.
Action
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.