Integrations · 2026
HubSpot, ClickUp, and Xero in one dashboard.
Yes, this exists. LoomDeck connects HubSpot, ClickUp, and Xero by OAuth (one click per tool, no middleware, no Zapier chains) and reads all three into one operating screen. Pipeline from HubSpot, delivery and time logs from ClickUp, and invoices from Xero are joined per client, which is the view where profit leaks actually become visible.
What each tool contributes
| Tool | Records read | What it answers |
|---|---|---|
| HubSpot | Deals, stages, pipeline value | Which clients are worth what, and what is coming |
| ClickUp | Projects, tasks, time logs, budgets | What delivery actually costs, in hours |
| Xero | Invoices, payment status, receivables | What got billed, what got paid, what is overdue |
The same deck also reads Slack, Google Workspace, Meta Business Suite, Google Ads, and GA4, eight threads in total, each cuttable independently.
Why the three-way join matters
Pairwise integrations answer pairwise questions. HubSpot to Xero tells you whether a won deal got invoiced. ClickUp to HubSpot tells you whether a deal turned into a project. Only the three-way join answers the question agency owners actually ask: is this client profitable once you count the hours it really consumed and the invoices it really paid? LoomDeck's margin autopsy runs exactly that reconciliation and prices what it finds.
See it working on seeded data in the free live demo, or join the waitlist to connect your own stack.
Frequently asked
Can you see HubSpot, ClickUp, and Xero data in one dashboard?
Yes. LoomDeck connects to all three by OAuth and reads them into one operating screen: HubSpot supplies pipeline and deal value, ClickUp supplies projects, tasks, and time logs, and Xero supplies invoices and payment status. Records are joined per client, so one client card shows its deals, its delivery, and its invoices together.
Do I need Zapier or middleware to connect these tools?
Not for visibility. Middleware like Zapier moves data between two tools at a time and usually requires building and maintaining each automation. LoomDeck is read-only by design: it connects once per tool and reads the three systems side by side. If a connection is cut, its records leave the screen immediately.
What can you learn by joining pipeline, delivery, and invoice data?
The joins are where agencies leak money. Time logged in ClickUp that never reached a Xero invoice is unbilled work. A ClickUp project over its budgeted hours on a fixed retainer is scope creep. A won HubSpot deal with an overdue Xero invoice is revenue on paper but not in the bank. LoomDeck's margin autopsy prices each of these per client.
Which other tools can join the same view?
Eight connectors ship in the current release: HubSpot, ClickUp, Slack, Xero, Google Workspace, Meta Business Suite, Google Ads, and GA4. Slack adds client-channel activity (the quiet-client churn signal), Google Workspace adds meeting load, and the ad platforms add spend and return per client.
Published July 2026 by LoomDeck, the agency operating system by NexBDM (Pty) Ltd. HubSpot, ClickUp, and Xero are trademarks of their respective owners; LoomDeck is an independent product that connects to their public APIs.