Software and systems
HubSpot and Xero integration, from deal to invoice.
Sales work in HubSpot, invoices go out from Xero, and someone copies details between them. We join the two so a won deal becomes an invoice.
Get a quoteSee all Xero connections
A fixed price in writing, by the next working day. Asking is free.
Where HubSpot and Xero drift apart
- A deal is won, then retyped as an invoice in Xero, sometimes with a mistake.
- Sales cannot see whether a customer has paid without asking accounts.
- The same company has a different name and address in each system.
- A ready-made connection covers part of it, and the rest is still done by hand.
- Duplicates appear whenever someone adds a contact in one place and not the other.
What you get
Deal to invoice
A won deal creates an invoice in Xero, draft or approved, with its line items, prices and tax.
Paid status back
When the invoice is paid in Xero, the deal and the company in HubSpot show it.
One customer, both places
Contacts and companies matched, with a rule for which system wins when they differ.
Told when it fails
An invoice that cannot be created is logged and flagged, with the reason.
How it works
A short paid review
We look at your deal stages, products and Xero setup, and any connection you already use, and tell you whether an app will do.
A fixed price for the build
You get the scope and a fixed price in writing. If you go ahead, what you paid for the review counts towards it.
Built in stages, tested first
We test against Xero's demo company and a copy of your deals, then switch it on for real.
Support afterwards
We host it, watch it and update it when HubSpot or Xero change, with an agreed amount of small changes each month.
Closest work we have built
We have not published a HubSpot connector yet. The closest real work: customer records and jobs in systems we built, and one system driving another on its own.
An app, or a connector built for you?
Start with what exists. HubSpot and Xero both list ready-made connections between the two, and if you only need contacts kept in step, or a simple invoice from a deal, one of those may be enough. A built connector is the better choice when:
- Your deals carry products, discounts or tracking that need your own rules.
- HubSpot and Xero are two of several systems that need to agree.
- The ready-made connection does not handle your case, such as several Xero organisations or currencies.
- You need it watched, and someone told when an invoice is not created.
If an app will do the job, the review says so, and you are not asked to buy a build.
Questions
Does HubSpot integrate with Xero?
Yes. Ready-made connections are listed in both HubSpot's and Xero's app stores, and they suit simple cases. A built connector suits your own rules or more systems.
What syncs between HubSpot and Xero?
Usually contacts and companies, invoices created from deals, and whether each invoice has been paid. Anything else depends on your process, and the review writes it down.
Which system holds the true customer record?
We agree it with you. Often HubSpot holds the contact details and Xero holds the invoices and balances, and the connector follows that.
Will it create duplicate contacts?
Matching is part of the build. Contacts are matched by email or company before anything new is created, and any it cannot match are listed for someone to check.
How much does a HubSpot Xero integration cost?
It depends on what moves between them, the volume and your rules. We quote a fixed price in writing after a short review.
Retyping deals into Xero?
Tell us what you need. We reply by the next working day with a fixed price in writing.