Search

Search

Installation

One-click Invoices/Quotes

One-click Invoices/Quotes

HubSpot Xero app now facilitates one-click creation of invoices/quotes directly from HubSpot deals irrespective of the deal stage.

  1. If you would like to set up the rules to automate your deal-to-invoice/quote creation, please click on "Yes" below

    One-click Invoices/Quotes
  2. You can skip this option and always come back to update these settings. Click on "I'll do it later" to skip the automated invoice/quote creation.

One-click Invoices/Quotes

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

On this page