Xero is a cloud-based accounting software that allows businesses of all sizes to manage their finances and efficiently. Whether you're a small business just starting out or a larger enterprise looking to take your accounting and financial management to the next level, Xero has you covered.
With Xero, you can easily track your profits and losses, keep tabs on your cash flow, and more. Its intuitive interface and automatic tracking and reporting features make it a great choice for businesses of all sizes.
HubSpot offers native integration between Xero and HubSpot. You can send contact details from Xero to HubSpot. Our client wanted to sync more than just contacts, for which we had to take the custom integration route.
Our client was using Xero as their accounting software. They wanted to use the data to refine their marketing campaigns. Syncing contacts was not enough for their marketing team. They wanted to sync invoices and companies' data from Xero to HubSpot as deals and companies, respectively.
They loved how HubSpot processes the data and helps in lead nurturing and delighting the customers.
Computan developers fetched the invoice data from Xero using the APIs provided by Xero. Then they created deals in HubSpot associated with invoices from Xero. The invoices further had detailed data fields that needed to be mapped correctly with the data fields in deals in HubSpot.
After a few successful test runs, we successfully integrated Xero with HubSpot. Now our client can see invoices' data as deals in HubSpot. Their marketing team was able to market their products better since they could segment the data on many variables and customize their approach to delight their current customers and upsell to them. This was not possible before.
