SERVICES
HubSpot + Xero Integration
Seamlessly Connect Sales, Finance, and Customer Data
As HubSpot Elite Partners, we help growing businesses get more from their CRM by delivering secure, scalableHubSpot–Xero integrations that connect the entire customer journey — from first website visit, to lead, to deal, to invoice, and payment.
What is Xero?
Xero is world leading online accounting software built for small businesses. It gives you a clear, real time view of your finances and makes day to day accounting faster and less painful.
With Xero, you can:
- See your cash flow in real time, anytime, anywhere
- Log in from your Mac, PC, tablet, or phone
- Send invoices, reconcile transactions, and manage expenses on the go
- Reconcile bank transactions in seconds — just review and click OK
It’s accounting software that’s simple, smart, and occasionally magical.
What is Xero?
Xero is world leading online accounting software built for small businesses. It gives you a clear, real time view of your finances and makes day to day accounting faster and less painful.
With Xero, you can:
- See your cash flow in real time, anytime, anywhere
- Log in from your Mac, PC, tablet, or phone
- Send invoices, reconcile transactions, and manage expenses on the go
- Reconcile bank transactions in seconds — just review and click OK
It’s accounting software that’s simple, smart, and occasionally magical.
Why Integrate HubSpot with Xero?
HubSpot and Xero are powerful platforms on their own. Together, they eliminate manual processes, reduce errors, and give your teams real-time visibility into revenue and customer financial data.
Key Benefits
- Automated invoicing from HubSpot deals to Xero
- Real-time financial visibility inside HubSpot
- Reduced manual data entry and accounting errors
- Faster quote-to-cash cycles
- Improved reporting and forecasting
- Aligned sales and finance teams
Why Integrate HubSpot with Xero?
HubSpot and Xero are powerful platforms on their own. Together, they eliminate manual processes, reduce errors, and give your teams real-time visibility into revenue and customer financial data.
Key Benefits
- Automated invoicing from HubSpot deals to Xero
- Real-time financial visibility inside HubSpot
- Reduced manual data entry and accounting errors
- Faster quote-to-cash cycles
- Improved reporting and forecasting
- Aligned sales and finance teams
What Can Be Synced Between HubSpot and Xero?
We design integrations based on your business model, but common sync points include:
Customers & Contacts
HubSpot companies and contacts synced with Xero contacts
Automatic creation or update of Xero contacts from HubSpot
Deals & Invoices
Convert HubSpot deals into Xero invoices or draft invoices
Sync deal value, line items, taxes, discounts, and currencies
Products & Line Items
Map HubSpot products to Xero inventory or service items
Ensure consistent pricing and tax rules
Payments & Invoice Status
Sync invoice status (draft, sent, paid, overdue)
Surface payment data inside HubSpot for sales and CS teams
Custom Fields & Workflows
Sync custom properties
Trigger workflows based on invoice or payment events
A complete view of your customer journey
By integrating HubSpot and Xero, you can see the full customer lifecycle in one place which makes it easier to
- Nurture leads with personalised conversations
- Follow up at the right time
- Build stronger, long term customer relationships
A complete view of your customer journey
By integrating HubSpot and Xero, you can see the full customer lifecycle in one place which makes it easier to
- Nurture leads with personalised conversations
- Follow up at the right time
- Build stronger, long term customer relationships
How contact syncing works
Once the integration is set up:
- Your existing Xero contacts are sent to HubSpot
- A set of default field mappings ensures data lands in the right place
- Any future changes made in Xero are automatically reflected in HubSpot
If you’re using HubSpot’s marketing tools, subscription and consent management is handled inside HubSpot. It’s important to ensure the contacts stored in Xero are happy to receive digital communications.
How contact syncing works
Once the integration is set up:
- Your existing Xero contacts are sent to HubSpot
- A set of default field mappings ensures data lands in the right place
- Any future changes made in Xero are automatically reflected in HubSpot
If you’re using HubSpot’s marketing tools, subscription and consent management is handled inside HubSpot. It’s important to ensure the contacts stored in Xero are happy to receive digital communications.
Out of the box vs custom integration
For some businesses, a basic integration is enough. But many teams need more control, especially if you have:
- Multiple pipelines or entities
- Custom deal stages
- Complex invoicing or tax rules
- Advanced reporting needs
That’s where we come in.
Out of the box vs custom integration
For some businesses, a basic integration is enough. But many teams need more control, especially if you have:
- Multiple pipelines or entities
- Custom deal stages
- Complex invoicing or tax rules
- Advanced reporting needs
That’s where we come in.
Compatible with your HubSpot plan
The Xero integration works across HubSpot plans and can be extended depending on how your team uses Sales, Marketing, or Operations Hub. We’ll help you choose the right setup — and customise it if your business needs more than the standard connector.
Available Now on HubSpot Marketplace
Bring your CRM and finance systems together with a secure, scalable integration. Connect every stage of the customer journey, from first enquiry through to invoicing and payment.
Available Now on HubSpot Marketplace
Bring your CRM and finance systems together with a secure, scalable integration. Connect every stage of the customer journey, from first enquiry through to invoicing and payment.
