Woodcraft Windows

HubSpot Zapier Integration: Xero, Mailmunch and Dropbox

2 Week Project

The Brief

Woodcraft windows objective was to synchronise data from other systems in their business to help improve efficiency.   The requirements were to synchronise Hubspot with their accountancy package Xero,  pass form data from mailmunch into Hubspot, aswell as synchronising project image files from Dropbbox to Hubspot.

The Solution

Hubspot > Xero Solution using Zapier

Although Xero does have a Hubspot market place application, it doesn’t synchronise data from Hubspot into Xero.   The client was using Hubspot deals and once the deal was converted and ‘WON’, an invoice required raising automatically in Xero.   We opted for Zapier and created a ‘Zap’  to push deal data from Hubspot into Xero.

Mailmunch  >  Hubspot Integration using Zapier

As the existing pop up forms were required on the website, it was decided to push data form collection from Mailmunch to Hubspot contacts entity. A Zap was created and tested successfully.