HubSpot
/
Xero Integration
Transform your HubSpot deals into Xero invoices and quotes instantly. Keep customer data in sync and access financial insights directly in your CRM without switching platforms.
Xero Integration Overview
Features
Automatic deal-to-invoice conversion in Xero
Powerful HubSpot workflow actions for Xero
Real-time financial data in HubSpot UI
Instant notifications with one-click replay functionality
Perfect for:
Finance Managers streamlining billing processes
Sales Teams needing real-time financial insights
Operations Teams automating business workflows
Key Business Benefits
Eliminate Manual Work
Automated customer, product and invoice/quote creation
No more double data entry between systems
Automated customer, product and invoice/quote creation
Real-time financial data syncing
Maintain Control & Flexibility
Create custom workflows for different business processes
Handle complex billing scenarios
Update and re-sync documents with one click
Stay Informed and In Control
Get instant notifications for all sync actions. See Xero invoice status in your deals
Quickly fix and replay failed syncs
Update deals and re-sync to reflect changes instantly
Start Strong with Free Expert Onboarding
Personalized free 30-minute setup session
Custom guidance for your business needs
Start using all features from day one
Integration Features
Automatic Deal-to-Invoice/Quote Creation: Save Time & Money
Transform your billing process with instant HubSpot to Xero conversion.
Create invoices and quotes automatically as deals progress, with flexible triggers for multiple pipelines.
Watch your documents sync automatically and check Xero invoice/quote status in your deals.
HubSpot Workflow Actions: Automate Your Business Processes
Leverage HubSpot's workflow engine to automate your entire Xero integration.
Create and update customers, generate invoices/quotes from Deals, and keep financial data current across both systems.
Design custom workflows for different business processes and create specialized rules for different customer segments.
One-click Invoice: Flexibility Meets Automation
Create and customize Xero invoices/quotes directly from HubSpot Deals with complete control over taxes, amounts, discounts, and products.
Split invoices by percentage ratio for complex billing scenarios, review drafts before syncing, and maintain flexibility for special requirements while saving time on manual entry.
Financial Data Integration: Real-Time Business Insights
Access comprehensive Xero financial data directly in HubSpot through native UI extensions. Monitor critical KPIs including overdue invoices, booked invoice totals, and year-to-date performance in real-time.
Make informed decisions and have better client conversations with up-to-date financial data without platform switching.
FAQ
Testimonials
Related products
Pricing
Trial
Leverage our integration features at no cost with 15 free syncs
Free
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
Perfect for Customer Data Synchronization and Financial Data Updates
$15
per month
Everything in Free plus…
- 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
Complete HubSpot-Xero Integration
$30
per month
Everything in Premium plan…
- 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
- Custom rules for invoices and products
- One-click replay to fix errors or update documents
- Split invoice capability
Custom Integration
Tailored HubSpot-Xero Integration for Complex Business Requirements
Get a free quote
Everything in custom integration…
- Custom-built integration flows for your specific business processes
- Specialized automation and workflow requirements
- Integration with your existing systems
- Dedicated implementation support
- Benefits:
- Get exactly what your business needs
- Streamline complex business processes
- Scale the integration with your business
- Ensure the perfect fit with your operations
- Pricing Structure:
- One-time setup fee based on requirements
- Monthly fee based on transaction volume
Ready to Revolutionize Your Workflow?
Our expert team handles every aspect, ensuring a seamless transition to efficient, integrated systems that drive your
