Can I filter which new contacts are added to Xero?

Yes, you can set filters based on criteria like tags, lifecycle stage, or lead status to ensure only certain contacts are added to Xero.

Can I customize which contact details are added to Xero?

Yes, you can specify which fields from the HubSpot contact should be included in Xero, such as email address, phone number, and company name.

Are there any prerequisites for adding contacts to Xero?

Ensure that your Xero account is set up to accept new contact information and that you have the necessary permissions to add contacts.

Who benefits from this automation and how?

Finance and sales operations teams benefit by maintaining accurate and synchronized records across HubSpot and Xero, reducing the need for double data entry.

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HubSpot + Xero

Add new HubSpot contacts to Xero

Keep your customer records consistent by automatically adding new contacts from HubSpot to Xero. This ensures that your financial records are always up to date with your latest customer information.

New HubSpot Contact

Detects when a new contact is added to your HubSpot CRM.

Create Xero Contact

Automatically creates a new contact in Xero based on the details from HubSpot, keeping your financial records synced effortlessly.

See more HubSpot to Xero integrations or use AI to customize your automation.

or pick a common variation below

Update HubSpot contacts with Xero invoice details

HubSpot + Xero

Details

Tag HubSpot Contacts for Every Billing Cycle in Xero

HubSpot + Xero

Details

Loved by people at 1000+ companies

How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Add new HubSpot contacts to Xero

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add new HubSpot contacts to Xero"

Sure! Connecting

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Supported triggers and actions

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

About HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

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About HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

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Salesforce

Sales CRM

Pipedrive

Sales CRM

Linear

Issue Tracking

About Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.

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About Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.

Similar apps

Get Started with DryMerge

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