HubSpot

Xero Integration

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.

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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

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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

Overview

Key Benefits

Features

FAQ

Pricing

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?

How much does it cost?