Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

Request a Quote
heading shape

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.
heading shape

New Deal Property Change

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

Product Created or Updated

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

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.
heading shape

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.
heading shape

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.
heading shape

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.
heading shape

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.
heading shape

Find or Create Invoice

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

Integrations built by experts

 

pre-heading icon one

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon two

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon three

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

Hubspot Platinum Solutions Badge

11 Years of HubSpot Expertise

Our team is committed to continuous learning, ensuring we deliver cutting-edge solutions and build client infrastructure that scale.

Certified Ethical Hacker badge
OWASP Certification badge
McAfee Insitute Certification Badge
Client Management badge
CMS Developers II badge
CMS Developers I badge
CMS Implementation badge
Inbound Certification badge
Academy SEO badge
Inbound Marketing badge
Salesforce Integration Certification Badge
Marketing Software Certification Badge
Sales Hub Software Certification Badge
Shopify Certified Partner badge
Top 1% Developers badge
Sales Software Certification Badge
Marketing Hub Software Certification Badge
Platform Consulting Badge
Objective Based Onbording Badge
HubSpot Reporting Certified Badge
Data Integrations Certification Badge
Implementation for Partners Certification Badge

Trusted by 100s of companies from startups to the Fortune 500

Five Star Rating

4.8 out of 5

Based on 91 reviews

Book call

120+

HubSpot Websites Built

Top 1%

on Upwork

500+

Custom Integrations Built

Twilio Shopify Webflow 100+ integrations

Other integrations built by us

Explore a range of custom integrations we've developed to streamline workflows and enhance productivity.

Frame 427321986

Categories

Search apps
CRM Integration Logo

transjt.io

Connect

Optimize logistics operations with the Transjt.io and HubSpot integration. Enhance workflow management and customer satisfaction seamlessly.

CRM Integration Logo

SyncPenguin

Connect

Automate data synchronization with SyncPenguin and HubSpot integration. Ensure data accuracy across platforms and streamline workflows effortlessly.

CRM Integration Logo

Zerys

Connect

Streamline content production with the Zerys and HubSpot integration. Optimize your content strategy effortlessly.

CRM Integration Logo

Troops

Connect

Improve sales productivity with the Troops and HubSpot integration. Automate alerts and updates for seamless operations.

CRM Integration Logo

Lead Ratings

Connect

Optimize lead management with the Lead Ratings and HubSpot integration. Prioritize leads and improve conversions.

CRM Integration Logo

B2Brain

Connect

Boost prospecting efficiency with the B2Brain and HubSpot integration. Gain actionable insights effortlessly.

CRM Integration Logo

Customer Portal

Connect

Streamline customer interactions with the Customer Portal and HubSpot integration. Enhance satisfaction and support.

CRM Integration Logo

Docspo eSign

Connect

Streamline document signing with the Docspo eSign and HubSpot integration. Boost efficiency with seamless workflows.

CRM Integration Logo

Bookeo

Connect

Simplify appointment management with the Bookeo and HubSpot integration. Improve scheduling and customer experiences.

Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Xero logo

Xero + HubSpot

bullet icon

Effortless Accounting Sync

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

bullet icon

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.

bullet icon

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.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Integrate Xero Integration streamline accounting processes?

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.

Can I automate the process of invoicing and payments using HubSpot integrated with Xero?

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.

What types of financial insights can I gain by accessing Xero's accounting data within HubSpot?

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.

How does the integration improve cash flow management and customer communication?

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.

Can I segment invoicing and payment reminders based on customer data stored in HubSpot?

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.

Are there specific use cases where Xero integration can drive significant ROI for businesses?

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.

How does the integration support cross-departmental collaboration within organizations?

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.

Can I track payment status and customer balances in real-time using HubSpot integrated with Xero?

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.

How can I ensure seamless integration between HubSpot and Xero's systems and processes?

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.

What are the key benefits of using HubSpot Integrate Xero integration for accounting and financial management?

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.
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.

Book a consultation call