When you connect your accounting software to your CRM, great things start to happen. You begin to fully understand who your best customers are, the lifetime revenue of a customer, and even the payment status of a customer.
You'll learn more about the exciting partnership between these two brands as we share the latest updates to the HubSpot + Xero integration. In a live demonstration we cover:
- Invoice creation straight out of HubSpot
- How Xero information is synced
- The contact record in HubSpot
- How this data can feed into activities like email, tasks, documents management, and deal creation