How to Integrate HubSpot With Xero
Here’s a step-by-step tutorial on how to integrate HubSpot with Xero:
- Head over to App Marketplace on the top right. (store icon)
- Search for "Xero" in the search bar and select it.
- Hit the Install app button to start the installation.
- You will see a connect your Xero account pop-up. Hit the Next button.
- Then, you click on the Connect to Xero button.
- Grant the required access by hitting Allow.
- Choose to sync Contacts between HubSpot and Xero.
- Ensure corresponding data fields between HubSpot and Xero are mapped correctly
- (e.g., HubSpot's "Email" field should map to Xero's "Customer Email" field).
- Map your field well. HubSpot offers pre-built mappings, but you can customize them to suit your needs.
Once your integration is successful, you will be able to send your contacts from Xero to HubSpot directly.