HubSpot

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Xero Integration

Convert deals into Xero invoices/quotes and see customer revenue in HubSpot

Convert deals into Xero invoices/quotes and see customer revenue in HubSpot

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.

Starting from 99 DKK

Free 15 credits available

Integrations

ERP

Accounting

Company records

Contact management

Deals

Subscription includes

Free updates

Free customer support (Danish and English)

Support

Documentation

Get Support

Requirements

  • This integration requires one of the HubSpot plans Starter, Professional, or Enterprise.

  • The Visma e-conomic app requires access to the following permissions on your HubSpot account

  • Cloudify Subscription

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

What is Xero Integration and how does it work?

What is Xero Integration and how does it work?

What is Xero Integration and how does it work?

How much does it cost?

How much does it cost?

How much does it cost?

Can you make it fit my business needs?

Can you make it fit my business needs?

Can you make it fit my business needs?

Why is CRM important for accounting integration?

Why is CRM important for accounting integration?

Why is CRM important for accounting integration?

Testimonials

Daniël

I've built pretty handy sites powered by Craft or WordPress in the past, but seeing @framer tackle CMS stuff so effortlessly is mind-boggling

Daniël

I've built pretty handy sites powered by Craft or WordPress in the past, but seeing @framer tackle CMS stuff so effortlessly is mind-boggling

Daniël

I've built pretty handy sites powered by Craft or WordPress in the past, but seeing @framer tackle CMS stuff so effortlessly is mind-boggling

Daniël

I've built pretty handy sites powered by Craft or WordPress in the past, but seeing @framer tackle CMS stuff so effortlessly is mind-boggling

Daniël

I've built pretty handy sites powered by Craft or WordPress in the past, but seeing @framer tackle CMS stuff so effortlessly is mind-boggling

Daniël

I've built pretty handy sites powered by Craft or WordPress in the past, but seeing @framer tackle CMS stuff so effortlessly is mind-boggling

Daniël

I've built pretty handy sites powered by Craft or WordPress in the past, but seeing @framer tackle CMS stuff so effortlessly is mind-boggling

Daniël

I've built pretty handy sites powered by Craft or WordPress in the past, but seeing @framer tackle CMS stuff so effortlessly is mind-boggling

Daniël

I've built pretty handy sites powered by Craft or WordPress in the past, but seeing @framer tackle CMS stuff so effortlessly is mind-boggling

Total installs

200+

GREAT FOR

Contact management

Company records

Deals

Workflows

Custom reporting

Pricing

Free trial with 15 free syncs, Basic starts at $15. Premium and Custom plan is also available. More pricing information here.

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

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

Cloudify

Modern and intelligent business process automation and integration platform to connect your enterprise.

Cloudify

Modern and intelligent business process automation and integration platform to connect your enterprise.

Cloudify

Modern and intelligent business process automation and integration platform to connect your enterprise.