Can I filter which contacts get tagged?

Yes, you can specify criteria such as customer type, billing amount, or cycle frequency to determine which contacts receive tags.

Can I customize the tags applied to contacts?

Yes, you can choose specific tags or labels to apply to HubSpot contacts based on their billing cycle information from Xero.

Who benefits from this automation and how?

Sales and customer support teams use this to keep track of billing cycles, enhancing their ability to manage renewals and customer interactions effectively.

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HubSpot + Xero

Tag HubSpot Contacts for Every Billing Cycle in Xero

Improve your billing and customer management processes by tagging HubSpot contacts each time a new billing cycle begins in Xero. This can help sales and support teams keep track of billing periods and follow up on renewals or payments.

New Billing Cycle

Triggers when a new billing cycle starts in Xero.

Tag HubSpot Contacts

Tags related contacts in HubSpot for the new billing cycle.

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

or pick a common variation below

Add new HubSpot contacts to Xero

HubSpot + Xero

Update HubSpot contacts with Xero invoice details

HubSpot + Xero

Notify HubSpot contacts about their Xero overdue invoices

HubSpot + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Tag HubSpot contacts for every billing cycle in Xero"

Tag HubSpot contacts for every billing cycle in Xero

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.