HubSpot Xero Integration

HubSpot Xero Integration

Connect Xero with HubSpot

Fully Secure Integration

Scalable & Fast

Support Included
HubSpot Gold Solutions Partner

Integrations Built by HubSpot Experts

  • 10 years of experience building HubSpot integrations and custom apps
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  • Security-first integrations
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Effortless Accounting Sync

Integrate HubSpot with Xero to streamline accounting processes, allowing seamless synchronization of financial data between your CRM and accounting software.

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Automated Invoicing and Payments

Automate the process of invoicing and payments by syncing data between HubSpot and Xero, ensuring accurate and timely billing for your products and services.

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Real-Time Financial Insights

Gain real-time insights into your financial performance by accessing Xero's accounting data directly within HubSpot, empowering informed decision-making and strategic planning.

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Examples of Integration Workflow Triggers and Actions

New Contact in List

Trigger invoice creation in Xero based on new contacts added to specific lists in HubSpot, facilitating automated billing for new customers.

New Deal Property Change

Generate invoices automatically in Xero when deal properties change within HubSpot, ensuring accurate billing based on sales activities.

Product Created or Updated

Sync product data between HubSpot and Xero to automate invoicing and inventory management processes, reducing manual data entry and errors.

New Email Event

Send automated payment reminders or follow-up emails based on payment status updates in Xero, improving cash flow management and customer communication.

Add Contact to HubSpot List

Segment contacts for targeted invoicing and payment reminders by adding them to specific lists in HubSpot, ensuring personalized communication and engagement.

Create a Company in HubSpot

Sync company details between HubSpot and Xero to streamline billing and financial reporting processes, ensuring consistency and accuracy of data across platforms.

Find Company

Search for existing companies in Xero and sync their financial data with HubSpot, providing a comprehensive view of customer financials for sales and marketing teams.

Find or Create Line item

Generate invoices or purchase orders in Xero based on line item data from HubSpot, facilitating accurate billing and order fulfillment processes.

Find or Create Invoice

Sync invoice data between HubSpot and Xero to track payment status and customer balances, improving financial visibility and reporting capabilities.

Find or Create Payment

Record payments in Xero automatically when payment events occur in HubSpot, ensuring accurate accounting and reconciliation processes.

LOAD MORE TRIGGERS & ACTIONS

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Frequently Asked Questions

The integration streamlines accounting processes by allowing seamless synchronization of financial data between HubSpot and Xero, eliminating the need for manual data entry and ensuring accuracy in financial reporting.
Yes, you can automate the process of invoicing and payments by syncing data between HubSpot and Xero, ensuring accurate and timely billing for your products and services.
By accessing Xero's accounting data within HubSpot, you can gain real-time insights into your financial performance, including revenue, expenses, cash flow, and profitability, empowering informed decision-making and strategic planning.
By automating payment reminders and follow-up emails based on payment status updates in Xero, the integration improves cash flow management and customer communication, ensuring timely payments and reducing overdue invoices.
Absolutely, you can segment invoicing and payment reminders based on customer data such as contact properties, deal information, and company details stored in HubSpot, ensuring personalized communication and engagement.
Yes, businesses can realize significant ROI by using Xero integration for streamlined accounting processes, automated invoicing and payments, real-time financial insights, improved cash flow management, and ultimately, better financial decision-making and profitability.
By centralizing financial data within HubSpot, the integration fosters collaboration between sales, finance, and operations teams, ensuring a cohesive and coordinated approach to customer billing and financial management.
Yes, you can track payment status and customer balances in real-time by syncing invoice and payment data between HubSpot and Xero, providing visibility into customer financials and improving financial reporting capabilities.
By configuring triggers and actions within the integration settings, you can ensure seamless communication and data synchronization between HubSpot and Xero, facilitating smooth integration across accounting and CRM systems.
The key benefits include streamlined accounting processes, automated invoicing and payments, real-time financial insights, improved cash flow management, cross-departmental collaboration, and ultimately, better financial decision-making and profitability.