Can I filter which deals get tax rates assigned?

Yes, you can filter deals by criteria such as deal value, region, or specific tags to ensure only eligible deals get relevant tax rates.

Can I customize which tax rates are assigned?

Yes, you can specify which criteria in HubSpot deals determine the applicable tax rate in Xero.

Who uses this automation and why?

Finance and sales teams use this to ensure accurate and consistent tax assignments, reducing manual entry and potential errors while maintaining compliance.

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HubSpot + Xero

Assign Xero Tax Rates to HubSpot Deals

Ensure accurate tax calculations by automatically assigning Xero tax rates to your HubSpot deals. By integrating these platforms, you can maintain consistent and precise tax data across your sales and finance records, enhancing your tax management process.

New HubSpot Deal

Triggers when a new deal is registered in HubSpot.

Assign Xero Tax Rate

Assigns applicable tax rates in Xero based on deal information.

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

or pick a common variation below

Record Xero payments as HubSpot activities

HubSpot + Xero

Create Custom Financial Reports from HubSpot Data in Xero

HubSpot + Xero

Create Xero invoices for new HubSpot deals

HubSpot + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Assign Xero tax rates to HubSpot deals"

Assign Xero tax rates to HubSpot deals

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.

Sure! Connecting

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

Our Capabilities

See what DryMerge can do with HubSpot + Xero.

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

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

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

Xero

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