HubSpot and Xero integration + automation

HubSpot and Xero integrations couldn’t be easier with the Tray Platform’s robust HubSpot and Xero connectors, which can connect to any service without the need for separate integration tools.

Uses

Marketing, Sales

Category

Marketing Automation Platform (MAP)

Connector type

Tray Connector

Triggers

None

Operations

Archive property, Archive property group, Associate crm objects, Associate custom object, Cancel marketing event (beta), Create CRM contact, Create blog post, Create company, Create contact, Create contact listShow all

See documentation >

Uses

Finance and Accounting

Category

Finance and Accounting

Connector type

Tray Connector

Triggers

List tenancies DDL, WebhookShow all

Operations

Apply payments, Delete invoice, Delete payment, Email invoice, Get contact, Get invoice, Get invoice URL, List invoice numbers DDL, List invoices, List item codes DDLShow all

See documentation >
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HubSpot logoXero logo

HubSpot + Xero

Effortless Xero + HubSpot integrations

You don’t need extensive technical experience to stand up custom Xero + HubSpot integrations. The low-code Tray Platform makes it easy for anyone to connect their accounting software, CRM, and any other data source to build powerful, API-level integrations in minutes. 

Anyone can use our platform’s 100% visual interface to bi-directionally sync any of their go-to applications. You can easily drag and drop to connect any data source, including flat files (such as CSVs), spreadsheets, FTPs, webhooks, and any other cloud-based tool (even using data within custom fields). Now, you can flow your finance and account data anywhere and take full control of your bookkeeping processes.

Why stop with integrations? You can also use the Tray Platform to deploy custom Xero + HubSpot automation to scale your account and finance management. Using powerful, multi-step workflows, you can minimize manual work and improve process efficiency. Now, you can use our platform to streamline reconciliations, accelerate payments, and drive revenue. 

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