Xero
Accounting
Introducing Cloudify’s HubSpot & Xero Integration seamlessly syncs invoices, customers, and payments in real time, eliminating manual work and ensuring accuracy.
Overview
Tired of disconnected sales and accounting workflows? Cloudify’s Xero Integration syncs HubSpot and Xero seamlessly, auto-generating invoices for closed deals. Create invoices or quotes in one click, track transactions in real time, and customize sync settings. With integration replays and flexible automation, your sales and accounting teams stay effortlessly aligned.
What's New?
One-Click Invoice/Quote Sync
Create and sync Xero invoices/quotes directly from HubSpot deals with custom-defined parameters
Advanced Invoice Controls
Control taxes, amounts, discounts, and products with options to duplicate invoices or split them into two by percentage ratio
Real-Time Financial Sync
Display up-to-date Xero Sales Data under your Contacts, Companies and Deals in HubSpot
Features
FAQ
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