Trusted by the best
Installs
Sync Reliability
User rating
Onboarding Call Included
Your entire billing workflow, inside HubSpot.
Cloudify brings your accounting workflow directly inside HubSpot — no tab switching, no manual effort. Create or update invoices and quotes, track deals, and monitor sync status all from one place.
Instantly view deal details, amounts, and sync history in a single screen
Identify errors or failed syncs and resolve them with one click
Create, review, or re-run invoice syncs directly from the dashboard
Filter and search deals to quickly find what you need
Book a free consultation directly from within the app
Advanced Configuration
Designed for Sales, Finance, and Operations Teams
Cloudify's HubSpot–Xero integration cuts manual billing work, improves data accuracy, and gives you real-time financial visibility all inside HubSpot.
For Finance & Operations
Stop chasing sales teams for invoice details. Get clean, accurate data flowing into Xero automatically.
Match customers by name, email, or custom field
Set default currency per customer
Assign default sales account
Set tax treatment: inclusive, exclusive, or no tax
For Sales Teams
Close deals faster with instant visibility into customer financial data and automated invoice creation.
Match products by SKU, title, or direct link
Auto-create new products in Xero if not found
Or use a default product for unmatched items
Include or exclude Shopify tax on invoices
Case Study
Excellent syncing solution with outstanding support - highly recommended for seamless workflow
Integration works well and I highly recommend this application for synching HubSpot to Xero and vice versa.
What do you like?
Good integration that simplifies the flow from HubSpot to XERO. Very happy with the setup. Support service is great too. Best integration app for XERO and HubSpot.
Works pretty well for us - simple quote creation and seamless HubSpot integration!
Works pretty well for us! Let's you simply push a deal to auto create a Xero quote. We create quotes in HubSpot first which creates a draft copy of the same quote in Xero for our accounting purposes.
What do you like?
Simple to use. i can manually edit the quote from HubSpot deals
Works pretty well for us - simple quote creation and seamless HubSpot integration!
Works pretty well for us! Let's you simply push a deal to auto create a Xero quote. We create quotes in HubSpot first which creates a draft copy of the same quote in Xero for our accounting purposes.
What do you like?
Simple to use. i can manually edit the quote from HubSpot deals
Try Free
Start immediately. No card required.
$0
/month
Free 15 Syncs to test
Included features
All basic and premium features
Unlimited customer sync between HubSpot and Xero
Real-time financial data updates in HubSpot
Free onboarding call
Settings carry over on upgrade
Basic
Perfect for Customer Data Synchronization and Financial Data Updates
$15
/month
Unlimited Seats & Users Include:
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
Most popular
Premium
Complete HubSpot-Xero Integration
$30
/month
Everything in Basic, plus:
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
One-click replay to fix errors or update documents
Split invoice capability
Custom
Tailored HubSpot-Xero Integration for Complex Business Requirements
Contact us
Included features
Everything in Pay As You Go
Integration built to your exact business flows
Specialized automation and workflow requirements
Monthly fee based on transaction volume
Dedicated onboarding & implementation
Direct line to your implementation team
What exactly does this integration do?
This integration helps you:
Turn your HubSpot deals into Xero invoices or quotes
Keep your HubSpot and Xero product and customer data in sync
View financial information directly in HubSpot
Customize invoice/quote details like taxes and discounts
Track sync status in your deal notes
What happens when my 15 free invoices run out?
You'll be prompted to move to Pay As You Go. Your settings, field mappings, and rules stay exactly as they are — nothing resets.
Can I cancel any time?
Yes. No annual commitment, no cancellation fee. Cancel directly from HubSpot settings.
Is the onboarding call really free?
Yes. Every new account gets a free setup call with our team to configure your customer matching, product rules, invoice triggers, and account mapping.
I have installed the app, but how do I create the invoice/quote now?
You have the following options:
Use automatic creation: Set up triggers for specific deal stages in Customer Sync Settings
Use manual creation: Click the “Create Invoice/Quote” button in your deal
Add the Cloudify app to your HubSpot workflow actions.
Don’t forget to check the deal notes after the integration runs
Eliminate manual entry, improve cash flow management, and keep your teams aligned with a single source of truth.
