Boost efficiency with the HubSpot integration, seamlessly syncing invoicing, customer data, and product management with Xero for a smoother workflow.
Integration Overview
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.
Key Business Benefits
Integration Features
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
FAQ
PRICING PLANS
