Technology
Our company
Our work
Learn
Connect
Services
HubSpot and Xero Integration Services
Still switching between HubSpot and Xero to track invoices, payment status, and customer information?
HubSpot and Xero Integration Services
Still switching between HubSpot and Xero to track invoices, payment status, and customer information?
100+
Google 5 star reviews
150+
HubSpot 5 star reviews
2024
Impact Award:Platform Excellence
2023
Impact Award:Migration Excellence
2022
Impact Award: PlatformIntegrations Innovation
100+
Google 5 star reviews
150+
HubSpot 5 star reviews
2024
Impact Award:Platform Excellence
2023
Impact Award:Migration Excellence
2022
Impact Award: PlatformIntegrations Innovation
HubSpot Elite Partner
Why Choose MO Agency for Xero + HubSpot Integration?
Still switching between HubSpot and Xero to track invoices, payment status, and customer information? There is a better way to manage your marketing and sales data, and it’s by integrating Xero with HubSpot.
Eliminate the double data entry, missed revenue insights, and slower sales cycles. With MO Agency, you can have a synced front and back offer with seamless Xero-HubSpot integration.
Have your sales, marketing, and finance teams always work on the same data and see the entire customer journey, from lead to paying customer.
Your Xero integration with HubSpot should serve more than a simple connection of two platforms. You need a compliant, dependable, and automated system that keeps your records accurate, processes clean, and customers happy. That’s exactly what MO Agency delivers.
Why choose MO Agency
Award‑Winning Expertise
MO Agency is an Elite HubSpot partner and an award-winning agency with a proven track record of HubSpot-Xero integration projects for financial, eCommerce, insurance, and other companies.
-
HubSpot Impact Awards for Integrations Innovation and Platform Excellence
-
Advanced Implementation Certification and Custom Integration Accreditation
-
500+ successful HubSpot projects, many involving finance and ops teams
Why choose MO Agency
Proven Results
MO Agency has helped numerous businesses remove friction between sales and finance by syncing CRM with ERP. If your teams miss insights, Xero and HubSpot integration can significantly minimise errors and improve data quality.
-
Significant time saved each year by eliminating manual invoice reconciliation through automation and integration
-
Sales teams gain real-time visibility into payment status and credit risk
- Automated workflows reduce invoice delay and manual chasing
Why choose MO Agency
Technical Excellence
Xero and HubSpot differ in how master data is defined, but with our extensive technical knowledge, we create a setup suitable for your processes.
-
Deep experience with HubSpot's native integration, Xero APIs, webhooks, and data formatting
-
Integration of key data points: invoices, payment status, contact records, and quotes
-
Middleware (Zapier, Make.com, custom scripts) or direct API implementation
Why choose MO Agency
Custom Integration Solutions for Xero
Xero to HubSpot integration isn’t available out of the box — MO Agency builds it to fit seamlessly into your workflows, becoming a reliable extension of your sales, marketing, and finance teams.
-
Sync HubSpot deals with Xero invoices and contacts
-
Trigger invoice generation directly from HubSpot deal stages
-
Update payment status and balance info inside HubSpot timelines
Why choose MO Agency
Automated Revenue Operations
Xero to HubSpot integration can improve the efficiency of your sales and financial operations by reducing the workload of entering data twice, providing a holistic view of all customers in one place, and enabling better decision-making through shared insights across both platforms.
-
Automatically send invoices when deals are marked "Closed-Won"
-
Notify account managers when payments are overdue
-
Use HubSpot workflows to trigger finance-related comms
Why choose MO Agency
Improved Reporting and Forecasting
With Xero and HubSpot integration, you will benefit from greater visibility and control over your data from a single source. MO Agency can tailor your setup to streamline your processes and eliminate the frustration of disconnected systems, manual updates, and missed financial insights.
-
Link invoices to deals for closed-loop reporting
-
Identify unpaid or high-risk clients earlier
-
Build dashboards combining sales and finance KPIs
1. Discovery & Consultation
What happens: We begin by evaluating your current sales and billing workflows to understand pain points, integration goals, and the role both platforms play across teams. Together, we shape an integration strategy aligned with your operational and reporting needs.
What you get: A tailored integration roadmap with timelines, key milestones, and identified risks.
2. Data Flow Mapping
What happens: We define which records and fields should sync between HubSpot and Xero—such as contacts, deals, invoices, and payment status—and determine the directionality (one-way or two-way).
What you get: A visualised data flow diagram and detailed sync logic documentation.
3. System Audit
What happens: We review your existing Xero setup, HubSpot configuration, and any connected tools to ensure compatibility, flag gaps, and prepare systems for integration.
What you get: A comprehensive audit report and a field mapping plan ready for implementation.
4. Integration Execution
What happens: We implement the integration using the method best suited to your environment—whether through native apps, custom APIs, or middleware. We configure deduplication, filters, and error handling to ensure data quality.
What you get: A fully configured and secure integration with backup processes and logging enabled.
5. Testing & Validation
What happens: We perform full QA testing of syncs, automation triggers, and financial data accuracy across both platforms. This ensures your workflows and reporting reflect the right information at every stage.
What you get: A signed-off test plan, validation report, and complete integration documentation.
6. Training Support
What happens: If you’ve never used HubSpot before, we train your sales, marketing, and finance teams on the integrated system and offer additional support post-launch.
What you get: Personalised training and support.
Industry experience
Industries We Serve
MO Agency has helped businesses streamline their billing and sales by connecting Xero and HubSpot. Be the next one to benefit from the integration without compromising accuracy or visibility.
Track records in
- Banking & finance
- Manufacturing
- Insurance
- Real estate
- IT & cyber security
- Professional services
- Recruitment
- SaaS
Our Clients
500+ successful HubSpot projects, 100+ different integrated platforms, and happy clients across every industry — from SaaS to professional services and beyond.
MO Agency
Client
Testimonials
Great onboarding process by Emma and Caleb. Such a pleasure to deal with, and highly recommend their services.
Krystle Stewien
Marketing Manager | Genasys
51-200 employees
Exceptional service from the very beginning when we engaged with Petrumarié all the way through our HubSpot onboarding with Ashleigh and Jacques. They have consistently shown a positive attitude and a genuine willingness to share their knowledge and go above and beyond 🚀
Megan Bekker
Digital Marketer | Hubtiger
11 to 25 employees
It has been a pleasure to work with MO Agency. They have provided an excellent and seamless onboarding process into HubSpot CRM and Marketing, which has fostered significant value to our company. The team is personable and professional!
Gur Geva
CEO | iiDENTIFii
11-50 employees
Really enjoyed working with the MO Onboarding team. An extremely knowledgeable and efficient team.
Maggie Gilbert
Marketing Manager | Elmdene International Limited
51-200 employees
Ready to get started
Ready to Integrate Xero with HubSpot?
Connect your sales and finance data to unlock smoother operations. We’ve delivered Xero and HubSpot integrations for growing businesses that need more than a plug-and-play solution.
