Xero
Accounting
Introducing Cloudify’s HubSpot & Xero Integration seamlessly syncs invoices, customers, and payments in real time, eliminating manual work and ensuring accuracy.
Overview
Tired of disconnected sales and accounting workflows? Cloudify’s Xero Integration syncs HubSpot and Xero seamlessly, auto-generating invoices for closed deals. Create invoices or quotes in one click, track transactions in real time, and customize sync settings. With integration replays and flexible automation, your sales and accounting teams stay effortlessly aligned.
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 HubSpot
Features
FAQ
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Pricing
Trial
Free trial with 15 free syncs
Everything in Basic, plus:
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
/month
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
/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
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
