Can I filter which invoices create new deals?

Yes, you can filter invoices by criteria such as amount, date, or customer to generate deals only for specific invoices.

Can I customize the details in HubSpot deals?

Yes, you can specify which invoice details to include in the new HubSpot deals, such as invoice amount, date, and customer information.

What should I know about creating deals from Xero invoices?

Make sure the customer information is consistent in both Xero and HubSpot for seamless deal creation. OAuth connection is required.

Who uses this automation and why?

Sales and finance teams use this to maintain a coherent pipeline and ensure that all invoiced opportunities are tracked and followed up on, improving sales processes and financial oversight.

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HubSpot + Xero

Create HubSpot deals from new Xero invoices

Facilitate better sales tracking and customer follow-up by creating HubSpot deals for every new invoice generated in Xero. This helps sales teams stay on top of new revenue opportunities and maintain a comprehensive view of customer interactions.

New Invoice Created

Triggers when a new invoice is generated in Xero.

Create HubSpot Deal

Creates a new deal in HubSpot with the invoice details.

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

or pick a common variation below

Sync HubSpot lead status updates with Xero contacts

HubSpot + Xero

Notify HubSpot contacts about their Xero overdue invoices

HubSpot + Xero

Record Xero payments as HubSpot activities

HubSpot + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create HubSpot deals from new Xero invoices"

Create HubSpot deals from new Xero invoices

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.