When you are growing a business, you often want a fuller picture of your sales, marketing and finances, but gathering all this data in one place can be challenging, even for the biggest businesses.
Our latest App highlight, HubSpot, attempts to do just this and is integrated with Xero, so that all your key numbers are in one place.
What is HubSpot?
Powered by AI and automation, HubSpot is a customer platform that combines your marketing, sales and operations in one place – it can even host and manage entire websites.
This widely used platform gives you and your team a space to track interactions with clients and customers, allowing you to respond faster to new opportunities and spot areas of weakness.
By using HubSpot, you can automate follow-ups to orders or enquiries, gain a clearer view of your sales pipeline and report on performance to support better decision-making.
How does it work with Xero?
Combining these two platforms brings a number of benefits, such as workflow automation, streamlined sales and improved accounting processes.
Pulling data from HubSpot into Xero provides a single point of truth on customers and their spending habits, which can be fed into your wider strategy.
Many businesses choose this integration as it improves efficiency by reducing manual data entry, enables real-time data syncing and allows for easier invoicing.
We have years of experience using Xero-integrated apps, so if you would like to learn more about our technology and innovation services, please get in touch.
