Works well together
HubSpot + Xero for packaging
Won deals in HubSpot become Xero customers after brand setup, so sales and accounts work from the same account details.
What Otopack automates
The work between HubSpot and Xero, done for you.
- 01
- When
- A packaging deal is marked won in HubSpot
- Otopack
- Otopack sends the brand the setup link and collects its details
- Result
- Setup starts the moment the deal closes
- 02
- When
- Setup and credit are approved
- Otopack
- Otopack creates the customer in Xero and updates the HubSpot company
- Result
- One set of account details in both
How we connect
Connected for your account, not off the shelf.
Otopack connects through HubSpot’s API (HubSpot developer documentation). We set up and look after the connection for your account as part of go-live.
Otopack connects through Xero’s API (Xero developer documentation). We set up and look after the connection for your account as part of go-live.
Questions
What packaging teams ask us.
Do we need both HubSpot and Xero?
This page is for businesses that run both. Otopack also works with either one on its own.
Does it work the same way for every business?
No. We set it up around your process, your systems and your approval rules. What you see here is a typical setup.
Bring one real order. Watch it run.
Pick a quote, a proof round or a call-off from this week. We will walk it through Otopack on top of your own systems, so you see exactly where the hours go.
HubSpot and its logo are trademarks of HubSpot, Inc.. Xero and its logo are trademarks of Xero Limited. Otopack is not affiliated with or endorsed by HubSpot, Inc. or Xero Limited.