HubSpot
CRM
Boost efficiency with the HubSpot integration, seamlessly syncing invoicing, customer data, and product management with Xero for a smoother workflow.
Overview
Introducing Xero Integration by Cloudify, your ultimate solution for seamless synchronization between sales and accounting! With Xero Integration, every deal closed on HubSpot automatically generates an invoice in Xero. Plus, you can easily create Xero invoices/quotes with a single click directly from HubSpot.
This powerful app syncs companies, contacts, products, and invoices/quotes directly from HubSpot deals, providing real-time access to customer revenue and transaction logs. Features like replaying failed integrations and customizing sync settings allow your sales and accounting teams to work more efficiently, reducing the need for constant communication.
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 HubSpo.t
Features
FAQ
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HubSpot
Boost efficiency with the HubSpot integration, seamlessly syncing invoicing, customer data, and product management with Xero for a smoother workflow.
Pricing
Trial
Free trial with 15 free syncs
Create invoices/quotes and products from HubSpot to Xero
One-click invoice/quote generation
Product synchronization
HubSpot workflow actions for Xero
Custom rules for invoices and products
One-click replay to fix errors or update documents
Split invoice capability
Basic
$15
/monthly
Unlimited customer sync between HubSpot and Xero
Real-time financial data updates in HubSpot
Custom rules for customer creation in Xero
Full access to HubSpot UI extensions
Instant notifications for all sync actions
Premium
$30
/monthly
Create invoices/quotes and products from HubSpot to Xero ($0.15 per sync)
One-click invoice/quote generation
Product synchronization
HubSpot workflow actions for Xero
Custom rules for invoices and products
One-click replay to fix errors or update documents
Split invoice capability
Custom
Get a free quote
One-time setup fee as applicable
Monthly fee based on the transactions
Integration build as per your business flows and requirements
Dedicated support for implementation
Please contact us for an exact quote
