Getting Started
Installation
Configuration
Get the Most Out of the App
HubSpot Workflows
Log in to your HubSpot account and search for the ‘Xero Integration’ app in HubSpot Marketplace.
Click "Install app":
Select the account you want to use to install the Xero app and click "Choose Account".
Select the checkbox and click on "Connect app".
Click on "Quick Install".
Click on “Select” to connect your Xero account.
Input your Xero registered email address and password, and click on "Log In":
Select the Organisation if prompted and click on "Allow access"
You will receive a successful message. Click anywhere on the screen to move to the next step.
Click on "Continue". The Xero account is now successfully connected to your HubSpot.
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.
Need help?
Our support team is ready to assist. Reach us through the following channels:
support@cloudify.biz
Schedule a call