HubSpot + Xero
Sync HubSpot contact tags with Xero categories
Keep your customer segmentation aligned by updating Xero contact categories based on changes to HubSpot contact tags. This ensures that your customer data is consistently categorized across both platforms, aiding in targeted communication and reporting.
Contact Tag Updated
Triggers when a contact tag changes in HubSpot.
Update Contact Category
Updates the corresponding contact category in Xero.
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How DryMerge works
DryMerge lets you automate work between apps with plain English. Here's how it works.
Sync HubSpot contact tags with Xero categories
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Sync HubSpot contact tags with Xero categories"
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
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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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.
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