Xero Integration
Convert deals to invoices, sync customers and products in real time, eliminating manual work and ensuring accuracy.
HubSpot Certified App
Integration Overview
Convert deals to invoices, sync customers and products in real time, eliminating manual work and ensuring accuracy
Features:
✓ Automatic deal-to-invoice conversion in Xero
✓ Powerful HubSpot workflow actions for Xero
✓ Real-time financial data in HubSpot UI
✓ Instant notifications with one-click replay functionality
Perfect for:
Finance Managers streamlining billing processes
Sales Teams needing real-time financial insights
Operations Teams automating business workflows
Key Business Benefits
Eliminate Manual Work
No more double data entry between systems
Automated customer, product and invoice/quote creation
Real-time financial data syncing
Maintain Control & Flexibility
Create custom workflows for different business processes
Handle complex billing scenarios
Update and re-sync documents with one click
Stay Informed and In Control
Get instant notifications for all sync actions.
Quickly fix and replay failed syncs
Update deals and re-sync to reflect changes instantly
Start Strong with Free Expert Onboarding
Personalized free 30-minute setup session
Custom guidance for your business needs
Start using all features from day one
Integration Features
Automatic Deal-to-Invoice/Quote Creation: Save Time & Money
Transform your billing process with instant HubSpot to Xero conversion.
Create invoices and quotes automatically as deals progress, with flexible triggers for multiple pipelines.
Watch your documents sync automatically and check Xero invoice/quote status in your deals
HubSpot Workflow Actions: Automate Your Business Processes
Leverage HubSpot's workflow engine to automate your entire Xero integration.
Create and update customers, generate invoices/quotes from Deals, and keep financial data current across both systems.
Design custom workflows for different business processes and create specialized rules for different customer segments.
One-click Invoice: Flexibility Meets Automation
Create and customize Xero invoices/quotes directly from HubSpot Deals with complete control over taxes, amounts, discounts, and products.
Split invoices by percentage ratio for complex billing scenarios, review drafts before syncing, and maintain flexibility for special requirements while saving time on manual entry
Financial Data Integration: Real-Time Business Insights
Access comprehensive Xero financial data directly in HubSpot through native UI extensions.
Monitor critical KPIs including overdue invoices, booked invoice totals, and year-to-date performance in real-time.
Make informed decisions and have better client conversations with up-to-date financial data without platform switching
Instant Notifications: Never Miss a Critical Update or Sync
Stay on top of every sync action with automatic notification notes in HubSpot.
Receive detailed success messages with Xero information, clear error explanations, and use one-click replay to fix issues or update existing invoice/quotes.
Perfect for maintaining accuracy and making quick updates as your deals evolve.
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