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HUBSPOT INTEGRATION

Connect HubSpot to Xero. Unite Sales and Finance.

Sync deals to invoices in real-time. Auto-generate invoices on Closed-Won. See payment status in your CRM. One source of truth for both teams.

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WHY INTEGRATE

Stop manual handoffs. Start automated workflows.

Your sales team closes deals in HubSpot. Your finance team works in Xero. Between them sits duplicate data entry, delays, and errors. We build the bridge. When a deal closes, the invoice generates automatically. Payment status flows back to HubSpot in real-time. Sales see which customers are overdue. Finance see the full customer context from your CRM. No more spreadsheets. No more guesswork.

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WHAT WE CONNECT

Seamless data flow between your critical systems.

We build integrations that work quietly in the background, keeping HubSpot and Xero perfectly synchronised without manual intervention.

Auto-Generate Invoices

When a deal moves to Closed-Won in HubSpot, we automatically create a corresponding invoice in Xero using deal data (amount, client, line items, dates).

Real-Time Contact Sync

Customer records stay consistent. New contacts added to HubSpot sync to Xero. Updates to addresses, email, or phone reflect in both systems within minutes.

Payment Status Visibility

Your sales team sees which invoices are paid, pending, or overdue without leaving HubSpot. No more hunting through Xero to answer client questions.

Custom Properties & Mapping

We map Xero data back to HubSpot custom properties. Credit limit, invoice total, payment terms, overdue balance—all visible on your deal and contact records.

Webhook-Triggered Workflows

Payments received in Xero trigger HubSpot tasks, emails, or deal updates. Failed invoices trigger alerts. Your process moves at system speed, not human speed.

Reconciliation & Audit Trail

Every sync is logged. We provide full visibility into what data moved, when it moved, and why. Financial reconciliation and compliance audits become straightforward.

Eliminate the gap between sales and accounting.

Closed-Won deals don’t disappear into a finance void. When a sale is confirmed in HubSpot, the corresponding invoice is already in Xero. Your finance team has context—they see the opportunity size, the sales rep, the contract terms, the customer history. Your sales team has visibility—they know payment status without disrupting your CFO. Both teams work with the same truth, in real-time.

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Turn accounting data into sales intelligence.

Payment status isn’t just a finance concern. When a customer has an overdue invoice, your sales team should know immediately. We sync payment data back to HubSpot as custom properties and deal records, triggering alerts, tasks, and workflows. Sales can see credit risk before extending a contract. They can flag payment issues before a relationship sours. This transforms Xero from a back-office system into a strategic sales tool. One integrated data model serves both teams.

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OUR FRAMEWORK

Six proven steps to integration success.

We don’t just connect systems. We audit processes, map data, test thoroughly, and train your team. Every integration follows this structured methodology to ensure lasting value.

Discovery & Requirements

We interview sales, finance, and operations teams to understand your current processes, pain points, data volumes, and success metrics. We audit your HubSpot instance and Xero configuration to identify compatibility and custom work needed.

Data Flow Mapping

We create detailed maps showing exactly which HubSpot fields sync to Xero fields, which Xero data flows back to HubSpot, and where custom properties or middleware are required. You approve before we build.

System Audit & Planning

We review existing workflows, scripts, third-party tools, and custom fields. We identify conflicts, optimise data structures, and plan the integration execution to minimise disruption to live operations.

Integration Execution, Testing & Training

We build, test, and deploy the integration in stages. We run full test cycles, troubleshoot edge cases, and train your team on the new workflows. We provide post-launch support and documentation.

TESTIMONIALS

Client Testimonials

We are very pleased with the service received. All automations were successfully created and working exactly as specified.

Thomas C.

Operations Director

Very friendly and knowledgeable team! They helped us enormously with our integration requests. Highly recommended.

Kulnitskaya A.

Product Manager | Technology

Great team to work with. They are very responsive and got us a working automation solution in less than 24 hours.

Levin B.

Director | Marketing Services

Reviews from the HubSpot Partner Directory. View them all.

CASE STUDY

How a mid-market B2B SaaS company reduced invoice-to-cash time by 40%.

A fast-growing software company was losing visibility between HubSpot and Xero. Sales reps closed deals but had no idea when invoices were sent or paid. Finance staff spent hours reconciling deal records with invoice data. We integrated the two systems using webhooks and custom properties. When a deal closed, the invoice auto-generated in Xero. When payment arrived, a notification triggered in HubSpot. Result: invoice-to-cash cycle reduced from 45 days to 27 days. Finance team saved 12+ hours per week on reconciliation.

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HubSpot–Xero Integration FAQ

How long does a HubSpot-Xero integration take?

Most integrations take 2–4 weeks from discovery to full deployment, depending on complexity, custom fields, and data volume. We schedule work in phases so your team can adopt changes incrementally.

Can we auto-generate invoices from HubSpot deals?

Yes. When a deal reaches Closed-Won, we can automatically create an invoice in Xero using deal line items, amount, customer data, and payment terms. You can also set conditional logic—for example, only auto-generate invoices above a certain amount or for specific deal types.

Will payment status in Xero sync back to HubSpot?

Yes. We sync payment status (paid, pending, overdue, draft) as a custom property on deals and contacts. You can build workflows and alerts around this data—for example, sending a task to the sales rep when an invoice is 15 days overdue.

Does Xero become the source of truth for accounting data?

Yes. Xero remains your authoritative accounting system. HubSpot receives a read-only copy of relevant payment and customer data. This separation ensures compliance, audit integrity, and proper segregation of duties between sales and finance.

What if we use a middleware tool like Zapier or Make.com?

We can build integrations using Zapier, Make.com, or custom APIs depending on your needs, data volume, and budget. We’ll assess which approach offers the best performance, cost, and scalability for your use case.

What support do we get after launch?

We provide 30 days of post-launch support, including monitoring, troubleshooting, and team training. We also document all workflows, custom properties, and mappings so your IT team can manage changes independently going forward.

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