IntegrationsEffortless 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.
AutomationUnlimited Xero + HubSpot automation
The Tray Platform empowers you to orchestrate seamless, multi-step workflows between any combination of tools, reacting to any trigger. Looking for Xero + HubSpot connectors to streamline your finance and account management? You can use our platform to rapidly connect any tool in your tech stack, including your e-commerce software, marketing automation platform, office suite, data warehouse, business intelligence platform, ERP, e-signature software, project management platform, internal chat tool, and more.
Any business user in finance, sales, marketing, revenue operations, and any other team across the organization can build custom Xero + HubSpot automation. Now, you can freely flow data for invoices, payments, leads, opportunities, and accounts across any application. You can visualize your financial data by generating real-time updates on your cash flow. Or, you can automatically create Xero invoices within HubSpot after you complete a transaction.
We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows exactly as you need. There are limitless possibilities with the Tray Platform.
Use casesAccelerate payments and drive revenue
The Tray Platform empowers business users to build Xero + HubSpot integrations rapidly. Technical users also rely on our platform to run heavy-duty data jobs that process billions of records every day. And regardless of how your data priorities change, our elastic, serverless architecture ensures your workflows scale automatically.
Get the absolute most out of your accounting software, CRM, and the rest of your tech stack with robust Xero + HubSpot automation. Need to drive productivity by automatically creating expense claims and alerting stakeholders for approval? Need to streamline reconciliation by auto-syncing bank statements and intelligently categorizing them? Need to streamline quote-to-cash by instantly generating invoices after you close a deal? The Tray Platform can automate any use case since we also connect popular tools such as Shopify, Magento, Salesforce, Jira, Zendesk, Power BI, ZoomInfo, DocuSign, NetSuite, Asana, and many others.
IT teams at leading firms trust our enterprise-grade security. We are SOC 2 Type 2-certified and compliant with data privacy regulations, such as CCPA, GDPR, and HIPAA.
