HubSpot
HubSpot
HubSpot
Boost efficiency with the HubSpot integration, seamlessly syncing invoicing, customer data, and product management with Xero for a smoother workflow.
Boost efficiency with the HubSpot integration, seamlessly syncing invoicing, customer data, and product management with Xero for a smoother workflow.
Perfect for:
Perfect for:
Finance Managers streamlining billing processes
Finance Managers streamlining billing processes
Integration features
Integration features
Automatic Deal-to-Invoice/Quote Creation
Effortlessly convert HubSpot deals into Xero invoices/Quotes, with real-time updates for transparent accounting.
Effortlessly convert HubSpot deals into Xero invoices/Quotes, with real-time updates for transparent accounting.
Effortlessly convert HubSpot deals into Xero invoices/Quotes, with real-time updates for transparent accounting.
Watch your deal convert into an invoice/quote automatically and view the document directly within your deal.
Watch your deal convert into an invoice/quote automatically and view the document directly within your deal.
Watch your deal convert into an invoice/quote automatically and view the document directly within your deal.
One-Click Invoice/Quote Sync
Effortlessly manage and synchronize invoices/quotes between HubSpot and Xero with full customization control.
Effortlessly manage and synchronize invoices/quotes between HubSpot and Xero with full customization control.
Effortlessly manage and synchronize invoices/quotes between HubSpot and Xero with full customization control.
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 Update Using CRM Card
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.
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.
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.
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
Pricing
Pricing
Pricing
Simple Pricing, Powerful Features
Simple Pricing, Powerful Features
Trial
Free trial with 15 free syncs
0$
/month
Create invoices/quotes and products from HubSpot to Xero
One-click invoice/quote generation
One-click invoice/quote generation
Custom rules for invoices and products
Basic
$15
/month
Unlimited customer sync between HubSpot and Xero
Unlimited customer sync between HubSpot and Xero
Custom rules for customer creation in Xero
Custom rules for customer creation in Xero
Premium
$30
/month
Create invoices/quotes and products from HubSpot to Xero ($0.15 per sync) One-click invoice/quote generation Product synchronization HubSpot workflow actions for Xero Custom rules for invoices and products One-click replay to fix errors or update documents Split invoice capability
One-click invoice/quote generation
Product synchronization
HubSpot workflow actions for Xero
Custom
Get a free quote
One-time setup fee as applicable
Monthly fee based on the transactions
Integration build as per your business flows and requirements
Dedicated support for implementation
Trial
Free trial with 15 free syncs
0$
/month
Create invoices/quotes and products from HubSpot to Xero
One-click invoice/quote generation
One-click invoice/quote generation
Custom rules for invoices and products
Basic
$15
/month
Unlimited customer sync between HubSpot and Xero
Unlimited customer sync between HubSpot and Xero
Custom rules for customer creation in Xero
Custom rules for customer creation in Xero
Premium
$30
/month
Create invoices/quotes and products from HubSpot to Xero ($0.15 per sync) One-click invoice/quote generation Product synchronization HubSpot workflow actions for Xero Custom rules for invoices and products One-click replay to fix errors or update documents Split invoice capability
One-click invoice/quote generation
Product synchronization
HubSpot workflow actions for Xero
Custom
Get a free quote
One-time setup fee as applicable
Monthly fee based on the transactions
Integration build as per your business flows and requirements
Dedicated support for implementation
Trial
Free trial with 15 free syncs
0$
/month
Create invoices/quotes and products from HubSpot to Xero
One-click invoice/quote generation
One-click invoice/quote generation
Custom rules for invoices and products
Basic
$15
/month
Unlimited customer sync between HubSpot and Xero
Unlimited customer sync between HubSpot and Xero
Custom rules for customer creation in Xero
Custom rules for customer creation in Xero
Premium
$30
/month
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
One-click invoice/quote generation
Product synchronization
HubSpot workflow actions for Xero
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
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.
What is Xero Integration and how does it work?
Xero Integration connects your HubSpot and Xero accounts to work together smoothly. It automatically creates invoices from your HubSpot deals and keeps all your customer details, products, and contacts up to date in both systems. If anything goes wrong, the system can quickly fix it and get back on track.
What is Xero Integration and how does it work?
Xero Integration connects your HubSpot and Xero accounts to work together smoothly. It automatically creates invoices from your HubSpot deals and keeps all your customer details, products, and contacts up to date in both systems. If anything goes wrong, the system can quickly fix it and get back on track.
What is Xero Integration and how does it work?
Xero Integration connects your HubSpot and Xero accounts to work together smoothly. It automatically creates invoices from your HubSpot deals and keeps all your customer details, products, and contacts up to date in both systems. If anything goes wrong, the system can quickly fix it and get back on track.
How much does it cost?
You can start with a free trial of 15 free syncs to test everything out. After that, we offer:
Basic Plan: $15/month
Unlimited manual company sync
Unlimited company financial data updates from Xero
Custom rules and mapping for creating customers in Xero
Premium Package:
$30/month with upgraded features to enhance your business operations
How much does it cost?
You can start with a free trial of 15 free syncs to test everything out. After that, we offer:
Basic Plan: $15/month
Unlimited manual company sync
Unlimited company financial data updates from Xero
Custom rules and mapping for creating customers in Xero
Premium Package:
$30/month with upgraded features to enhance your business operations
How much does it cost?
You can start with a free trial of 15 free syncs to test everything out. After that, we offer:
Basic Plan: $15/month
Unlimited manual company sync
Unlimited company financial data updates from Xero
Custom rules and mapping for creating customers in Xero
Premium Package:
$30/month with upgraded features to enhance your business operations
Can you make it fit my business needs?
Yes! We can build a custom plan just for your business. You'll pay a one-time setup fee and a monthly fee based on how much you use it. Plus, you'll get dedicated support to help you get started and keep things running smoothly.
Can you make it fit my business needs?
Yes! We can build a custom plan just for your business. You'll pay a one-time setup fee and a monthly fee based on how much you use it. Plus, you'll get dedicated support to help you get started and keep things running smoothly.
Can you make it fit my business needs?
Yes! We can build a custom plan just for your business. You'll pay a one-time setup fee and a monthly fee based on how much you use it. Plus, you'll get dedicated support to help you get started and keep things running smoothly.
Why is CRM important for accounting integration?
Integration ensures seamless transfer of customer and financial data between systems, eliminating manual data entry and reducing errors. This connection enables better collaboration between your sales and finance teams, while providing a complete view of your business operations in real-time.
Why is CRM important for accounting integration?
Integration ensures seamless transfer of customer and financial data between systems, eliminating manual data entry and reducing errors. This connection enables better collaboration between your sales and finance teams, while providing a complete view of your business operations in real-time.
Why is CRM important for accounting integration?
Integration ensures seamless transfer of customer and financial data between systems, eliminating manual data entry and reducing errors. This connection enables better collaboration between your sales and finance teams, while providing a complete view of your business operations in real-time.
Implementation
Implementation
Implementation