Hubspot crm
Sync with HubSpot Contacts is only one way From Xero
To me this does not follow the flow of contact, address and product data from Lead to Opportunity to Deal - which is upstream of Xero which tracks revenue. I am expected to add contacts in two places HubSpot which owns and manages all contacts for the company in their various roles for Client Relationship Management, but I have to then switch to Xero to add a Billing Contact and Address (very old school and poor UX data entry process BTW) and sync that back to Hubspot where all onboarding is handled and where I raise the invoice and send that back to Xero. . . .
The integration needs to be better designed - flowing from upstream (CRM) to downstream (Accounting) vs a hybrid where to have to be used
Mary Willmot
shared this idea
Hi Mary, we have a Developer community where it's best to share requests around Xero's integrations. There we have experts that can best review and keep you looped in on any progress for ideas of this nature. I'd recommend raising this through our ideas portal there. 🙂
