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Discover the new features designed to automate billing and streamline your HubSpot to Xero integration.
Instantly turn HubSpot deals into Xero invoices or quotes with smart automation
Transform your billing process with seamless HubSpot to Xero conversion. As deals progress, invoices and quotes are created automatically using flexible triggers across pipelines. Everything stays in sync, and you can easily track Xero invoice and quote statuses directly within your HubSpot deals.
Instantly turn HubSpot deals into Xero invoices or quotes with smart automation
Transform your billing process with seamless HubSpot to Xero conversion. As deals progress, invoices and quotes are created automatically using flexible triggers across pipelines. Everything stays in sync, and you can easily track Xero invoice and quote statuses directly within your HubSpot deals.
Instantly turn HubSpot deals into Xero invoices or quotes with smart automation
Transform your billing process with seamless HubSpot to Xero conversion. As deals progress, invoices and quotes are created automatically using flexible triggers across pipelines. Everything stays in sync, and you can easily track Xero invoice and quote statuses directly within your HubSpot deals.
View Xero Financial Data in HubSpot with Real-Time Insights
Access detailed Xero financial data directly in HubSpot through native UI extensions, letting you track critical KPIs like overdue invoices, booked totals, and year-to-date performance in real-time. Stay updated with accurate insights to make better decisions and have more impactful client conversations without switching platforms.
View Xero Financial Data in HubSpot with Real-Time Insights
Access detailed Xero financial data directly in HubSpot through native UI extensions, letting you track critical KPIs like overdue invoices, booked totals, and year-to-date performance in real-time. Stay updated with accurate insights to make better decisions and have more impactful client conversations without switching platforms.
View Xero Financial Data in HubSpot with Real-Time Insights
Access detailed Xero financial data directly in HubSpot through native UI extensions, letting you track critical KPIs like overdue invoices, booked totals, and year-to-date performance in real-time. Stay updated with accurate insights to make better decisions and have more impactful client conversations without switching platforms.
Automate Business Processes with HubSpot Workflows for Faster Operations
Use HubSpot’s workflow engine to seamlessly connect with Xero. Automatically create customers, generate invoices or quotes from Deals, and keep financial data up to date across both platforms. Customize processes with tailored workflows and define rules for different customer segments to streamline operations.
Automate Business Processes with HubSpot Workflows for Faster Operations
Use HubSpot’s workflow engine to seamlessly connect with Xero. Automatically create customers, generate invoices or quotes from Deals, and keep financial data up to date across both platforms. Customize processes with tailored workflows and define rules for different customer segments to streamline operations.
Automate Business Processes with HubSpot Workflows for Faster Operations
Use HubSpot’s workflow engine to seamlessly connect with Xero. Automatically create customers, generate invoices or quotes from Deals, and keep financial data up to date across both platforms. Customize processes with tailored workflows and define rules for different customer segments to streamline operations.
One-Click Invoicing from HubSpot Deals with Full Control and Flexibility
Easily generate Xero invoices and quotes from HubSpot Deals, with full control over taxes, amounts, discounts, and products. Split invoices by percentage for complex billing, review drafts before syncing, and stay flexible for special cases while cutting down manual work.
One-Click Invoicing from HubSpot Deals with Full Control and Flexibility
Easily generate Xero invoices and quotes from HubSpot Deals, with full control over taxes, amounts, discounts, and products. Split invoices by percentage for complex billing, review drafts before syncing, and stay flexible for special cases while cutting down manual work.
One-Click Invoicing from HubSpot Deals with Full Control and Flexibility
Easily generate Xero invoices and quotes from HubSpot Deals, with full control over taxes, amounts, discounts, and products. Split invoices by percentage for complex billing, review drafts before syncing, and stay flexible for special cases while cutting down manual work.
Instant HubSpot Notifications to Track Every Sync and Update
Stay on top of every sync action with automatic notification notes in HubSpot. Get detailed success messages with Xero information, clear error explanations, and quickly resolve issues or update existing invoices and quotes with one-click replay. This makes it easy to maintain accuracy and keep your deals up to date as they evolve.
Instant HubSpot Notifications to Track Every Sync and Update
Stay on top of every sync action with automatic notification notes in HubSpot. Get detailed success messages with Xero information, clear error explanations, and quickly resolve issues or update existing invoices and quotes with one-click replay. This makes it easy to maintain accuracy and keep your deals up to date as they evolve.
Instant HubSpot Notifications to Track Every Sync and Update
Stay on top of every sync action with automatic notification notes in HubSpot. Get detailed success messages with Xero information, clear error explanations, and quickly resolve issues or update existing invoices and quotes with one-click replay. This makes it easy to maintain accuracy and keep your deals up to date as they evolve.
Xero Invoice Statuses Auto-Synced to HubSpot
We've added Xero's invoice stages directly to HubSpot, including "Awaiting Approval", "Awaiting Payment", and "Paid" statuses. Now, you don't have to mark or update these stages in Xero manually; the integration handles it all automatically, keeping both systems in sync.
Xero Invoice Statuses Auto-Synced to HubSpot
We've added Xero's invoice stages directly to HubSpot, including "Awaiting Approval", "Awaiting Payment", and "Paid" statuses. Now, you don't have to mark or update these stages in Xero manually; the integration handles it all automatically, keeping both systems in sync.
Xero Invoice Statuses Auto-Synced to HubSpot
We've added Xero's invoice stages directly to HubSpot, including "Awaiting Approval", "Awaiting Payment", and "Paid" statuses. Now, you don't have to mark or update these stages in Xero manually; the integration handles it all automatically, keeping both systems in sync.
Automate Paid Invoice Emails from HubSpot Deals with Easy One-Time Setup
Streamline your invoicing process with automatic email delivery of paid invoices to companies or contacts linked to your HubSpot deal. A simple one-time configuration through company-field-mappings ensures all future invoice communications to your clients are handled seamlessly without manual intervention.
Automate Paid Invoice Emails from HubSpot Deals with Easy One-Time Setup
Streamline your invoicing process with automatic email delivery of paid invoices to companies or contacts linked to your HubSpot deal. A simple one-time configuration through company-field-mappings ensures all future invoice communications to your clients are handled seamlessly without manual intervention.
Automate Paid Invoice Emails from HubSpot Deals with Easy One-Time Setup
Streamline your invoicing process with automatic email delivery of paid invoices to companies or contacts linked to your HubSpot deal. A simple one-time configuration through company-field-mappings ensures all future invoice communications to your clients are handled seamlessly without manual intervention.
Add Shareable Xero PDF Links to Any HubSpot Property and Save Time
You can now add publicly shareable PDF links of Xero invoices/quotes to any HubSpot property you choose. Select a custom property from Deal, Company, or Contact to save the PDF link, eliminating repeated manual steps and saving valuable time.
Add Shareable Xero PDF Links to Any HubSpot Property and Save Time
You can now add publicly shareable PDF links of Xero invoices/quotes to any HubSpot property you choose. Select a custom property from Deal, Company, or Contact to save the PDF link, eliminating repeated manual steps and saving valuable time.
Add Shareable Xero PDF Links to Any HubSpot Property and Save Time
You can now add publicly shareable PDF links of Xero invoices/quotes to any HubSpot property you choose. Select a custom property from Deal, Company, or Contact to save the PDF link, eliminating repeated manual steps and saving valuable time.
Switch Seamlessly from Xero to Linked HubSpot Deals with One Click
Enhance switching between systems” with “Switch from the Xero screen to your HubSpot deal easily. Within Xero, you don't have to search for which HubSpot deal created a particular invoice/quote - just click the Cloudify Connector button to access the linked HubSpot deal directly.
Switch Seamlessly from Xero to Linked HubSpot Deals with One Click
Enhance switching between systems” with “Switch from the Xero screen to your HubSpot deal easily. Within Xero, you don't have to search for which HubSpot deal created a particular invoice/quote - just click the Cloudify Connector button to access the linked HubSpot deal directly.
Switch Seamlessly from Xero to Linked HubSpot Deals with One Click
Enhance switching between systems” with “Switch from the Xero screen to your HubSpot deal easily. Within Xero, you don't have to search for which HubSpot deal created a particular invoice/quote - just click the Cloudify Connector button to access the linked HubSpot deal directly.