Xero
Xero
Xero
Convert deals to invoices, sync customers and products in real time, eliminating manual work and ensuring accuracy.
Convert deals to invoices, sync customers and products in real time, eliminating manual work and ensuring accuracy.
Perfect for:
Perfect for:
Finance Managers streamlining billing processes
Finance Managers streamlining billing processes
Sales Teams needing real-time financial insights
Sales Teams needing real-time financial insights
Operations Teams automating business workflows
Operations Teams automating business workflows
Xero
Convert deals into Xero invoices and see customer revenue in HubSpot
Convert deals into Xero invoices and see customer revenue in HubSpot
HubSpot Certified App
HubSpot Certified App
Integration features
Integration features
Automatic Deal-to-Invoice/Quote Creation: Save Time & Money
Transform your billing process with instant HubSpot to Xero conversion.
Transform your billing process with instant HubSpot to Xero conversion.
Transform your billing process with instant HubSpot to Xero conversion.
Create invoices and quotes automatically as deals progress, with flexible triggers for multiple pipelines.
Create invoices and quotes automatically as deals progress, with flexible triggers for multiple pipelines.
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
Watch your documents sync automatically and check Xero invoice/quote status in your deals
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.
Leverage HubSpot's workflow engine to automate your entire Xero integration.
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.
Create and update customers, generate invoices/quotes from Deals, and keep financial data current across both systems.
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.
Design custom workflows for different business processes and create specialized rules for different customer segments.
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.
Create and customize Xero invoices/quotes directly from HubSpot Deals with complete control over taxes, amounts, discounts, and products.
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
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
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.
Access comprehensive Xero financial data directly in HubSpot through native UI extensions.
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.
Monitor critical KPIs including overdue invoices, booked invoice totals, and year-to-date performance in real-time.
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
Make informed decisions and have better client conversations with up-to-date financial data without platform switching
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.
Stay on top of every sync action with automatic notification notes in HubSpot.
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.
Receive detailed success messages with Xero information, clear error explanations, and use one-click replay to fix issues or update existing invoice/quotes.
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.
Perfect for maintaining accuracy and making quick updates as your deals evolve.
Perfect for maintaining accuracy and making quick updates as your deals evolve.
Pricing
Pricing
Pricing
Simple Pricing, Powerful Features
Simple Pricing, Powerful Features
Trial
Free trial with 15 free syncs
0$
/month
Everything in Basic, plus:
Sync and update customers’ financial data in HubSpot
Custom rules and mapping for creating customers and invoices in Xero
Create customers, products, and invoices/quotes from HubSpot to Xero
Basic
$15
/month
Unlimited manual company sync
Unlimited company financial data update from Xero
Custom rules and mapping for creating customers in Xero
Instant notifications for all sync actions
Premium
$30
/month
Unlimited manual company sync
Unlimited company financial data update from Xero
Create invoices/quotes and products from HubSpot to Xero @ $0.15/sync
Replay failed sync from HubSpot activity log
Custom
Get a free quote
One-time setup fee as applicable
Monthly fee based on the transactions
Integration built as per your business flows and requirements
Dedicated support for implementation
Trial
Free trial with 15 free syncs
0$
/month
Everything in Basic, plus:
Sync and update customers’ financial data in HubSpot
Custom rules and mapping for creating customers and invoices in Xero
Create customers, products, and invoices/quotes from HubSpot to Xero
Basic
$15
/month
Unlimited manual company sync
Unlimited company financial data update from Xero
Custom rules and mapping for creating customers in Xero
Instant notifications for all sync actions
Premium
$30
/month
Unlimited manual company sync
Unlimited company financial data update from Xero
Create invoices/quotes and products from HubSpot to Xero @ $0.15/sync
Replay failed sync from HubSpot activity log
Custom
Get a free quote
One-time setup fee as applicable
Monthly fee based on the transactions
Integration built as per your business flows and requirements
Dedicated support for implementation
Trial
Free trial with 15 free syncs
0$
/month
Everything in Basic, plus:
Sync and update customers’ financial data in HubSpot
Custom rules and mapping for creating customers and invoices in Xero
Create customers, products, and invoices/quotes from HubSpot to Xero
Basic
$15
/month
Unlimited manual company sync
Unlimited company financial data update from Xero
Custom rules and mapping for creating customers in Xero
Instant notifications for all sync actions
Premium
$30
/month
Unlimited manual company sync
Unlimited company financial data update from Xero
Create invoices/quotes and products from HubSpot to Xero @ $0.15/sync
Replay failed sync from HubSpot activity log
Custom
Get a free quote
One-time setup fee as applicable
Monthly fee based on the transactions
Integration built as per your business flows and requirements
Dedicated support for implementation
FAQ
FAQ
FAQ
Here are the answers to your questions
Here are the answers to your questions
After reading this section, if you still has questions,
feel free to contact us however you want.
After reading this section, if you still has questions,
feel free to contact us however you want.
Is there a free trial available?
Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.
Is there a free trial available?
Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.
Is there a free trial available?
Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.
Can I set up the integration myself?
Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.
Can I set up the integration myself?
Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.
Can I set up the integration myself?
Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.
Do I receive support if I run into any issues?
Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.
Do I receive support if I run into any issues?
Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.
Do I receive support if I run into any issues?
Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.
What happens when the integration fails?
Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.
What happens when the integration fails?
Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.
What happens when the integration fails?
Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.
Implementation
Implementation
Implementation