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.
Automatic Deal-to-Invoice/Quote Creation
Effortlessly convert HubSpot deals into Xero invoices/Quotes, with real-time updates for transparent accounting.
One-Click Invoice/Quote Sync
Effortlessly manage and synchronize invoices/quotes between HubSpot and Xero with full customization control.
Access up-to-date Xero financial data directly in HubSpot. View comprehensive financial information within your Contacts, Companies, and Deals sections for better decision-making.
Financial Data Update Using CRM Card
Testimonials
HubSpot
Total installs
140+
Pricing
Cloudify subscriptions:
Pricing
Trial
15 free syncs to try the integration
Trial
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
Unlimited Customer Sync and Financial Data Updates
$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
Comprehensive Customer, Products and Invoice Sync with Finanical Data Update
$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
Custom plan tailored to suit your business needs
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
