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Xero

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Xero

HubSpot 认证应用程序

Sync Xero and HubSpot data; Works with data studio in Data Hub
构建者
HubSpot
安装
6,100 次安装
评分

2.2

(40)

登录以进行安装需要 Xero 订阅

要求

HubSpot 计划
HubSpot 帐户权限
无需权限
访问类型
共享
Xero 订阅
Review Xero's Pricing Page 计划

概览

Connect Xero contacts without manual data entry or messy, time-consuming imports.


Please turn on 2FA in HubSpot before installing this integration (show me how).


Here’s what you get:


  • Works with data studio in Data Hub: Blend data in a familiar, spreadsheet-like interface with the help of AI.

  • Two-way sync: Data is shared between Xero and HubSpot in real time

  • Default field mappings: Set-up is quick with out-of-the-box field mappings already created for you

  • Historical syncing: Your existing data will sync right away, and updates will sync as they happen

Note: Please see below which objects sync under "Shared Data". You can also check out the integration built by Xero.

功能

Sync Xero and HubSpot data

Make manual data entry a thing of the past by syncing contacts between HubSpot and Xero. When records are created or updated in either app, that information will be automatically shared with the other one.

Custom field mappings

Custom field mappings are available with Operations Hub Starter or Professional plans. Custom mappings add the flexibility to create your own mappings or make changes to your default ones.

Works with data studio in Data Hub

Built for marketers, data studio in Data Hub lets anyone blend data in a familiar, spreadsheet-like interface with the help of AI. Create custom datasets that power advanced segmentation, automation, and reporting. You can also easily manage the flow of data between multiple external data sources, including Stripe, and the HubSpot CRM.

应用程序功能

共享数据

Each object has field mappings that connect matching information from each app. Default mappings are listed below. If you want to change these default mappings or create your own, custom field mappings are available with Operations Hub Starter and up.

The following will not sync: Quotes. As mentioned above, check out the integration built by Xero for additional integration capabilities

HubSpot 的数据同步功能
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Contacts

联系人

联系人

Invoices

发票

发票

Xero data

Data Studio

Data Studio

Items

产品

产品

平均评分

2.2

根据 40 个评分


总审查数

40

历来审查数


5
10% 完成
10%
4
10% 完成
10%
3
12% 完成
12%
2
28% 完成
28%
1
40% 完成
40%

平均评分

2.2

根据 40 个评分

总审查数

40

历来审查数

5
10% 完成
10%
4
10% 完成
10%
3
12% 完成
12%
2
28% 完成
28%
1
40% 完成
40%
使用 AI 进行汇总
AI

该集成主要以单向方式运行,即将发票从 Xero 导入 HubSpot,但不会将其与公司记录关联;不过,部分用户认为基础的联系人同步功能非常顺畅。虽然一些用户赞赏其简单的设置流程,但用户也指出,由于无法将发票从 HubSpot 推送到 Xero 或同步报价详情,因此需要手动进行变通处理。

上次更新时间:2026年4月17日

过滤评论:

排序:


3/5
    2026年6月24日

还行

创建发票时,它会直接进入“主发票”部分,而不是“草稿”部分。 在发送发票之前,需要进行审核和核对,而直接进入“主发票”部分的做法并不合理。

你喜欢什么?

最大一笔款项将直接汇入Xero。

你不喜欢什么?

它没有进入“草稿”部分

  • Greenwood, H.

已翻译 from English。查看original 文本

2/5
    2026年6月19日

xero 与 HubSpot 的集成

它并没有按照我期望的那样运行。

  • Edward, N.

已翻译 from English。查看original 文本

Review Xero's Pricing Page

US$0

Use the 'See all pricing options' link on the righthand side

  • Make sure to confirm the HubSpot subscription and the Xero subscription needed to install this integration

  • Note: "Free" is referring to the cost of the integration, not the app subscriptions

Review Xero's Pricing Page

US$0

Use the 'See all pricing options' link on the righthand side

  • Make sure to confirm the HubSpot subscription and the Xero subscription needed to install this integration

  • Note: "Free" is referring to the cost of the integration, not the app subscriptions

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/09/03

更多信息

构建者
HubSpot
安装
6,100 次安装
类别
应用程序可用的语言
英语
正在加载