HubSpot + Xero Integration, Done Right

Sync contacts, deals, invoices, and payment status between HubSpot and Xero automatically with a fully configured two-way integration. Give your sales team real-time visibility into billing while eliminating manual data entry for finance.

The Problem

Sales closes a deal in HubSpot, but finance still has to manually recreate customers and invoices in Xero. Once payments are received, finance knows—but sales often doesn’t. This leads to duplicate work, poor visibility, and disconnected reporting.

A properly configured HubSpot and Xero integration keeps both systems in sync, ensuring every team works from the same data.

What Syncs

HubSpot → Xero

• Contacts and companies
• Closed-won deals
• Products and line items
• Billing details and tax information

Xero → HubSpot

• Invoice numbers
• Invoice amounts and due dates
• Payment status
• Outstanding balances
• Credit notes

Every sync is configured around your business processes, field mappings, and invoicing rules.

Benefits

Faster Month-End

Automatically sync invoices and payments without exporting spreadsheets or reconciling data manually.

Sales Visibility

Sales teams can instantly see paid, unpaid, and overdue invoices directly inside HubSpot.

Eliminate Double Entry

Customer and order information is entered once and flows automatically into Xero.

Better Reporting

Track invoiced revenue and payment status alongside your sales pipeline for more accurate forecasting.

Our Integration Process

1. Discovery & Mapping

Identify which records, fields, and workflows need to sync.

2. Configuration

Build the integration using native connectors or custom automation tailored to your accounting requirements.

3. Testing

Validate every workflow in a safe environment before going live.

4. Deployment

Launch the integration, monitor performance, and provide documentation for your team.

Frequently Asked Questions

How do I integrate HubSpot with Xero?

We configure a secure integration that syncs contacts, companies, deals, invoices, and payment information automatically between HubSpot and Xero.

Is the integration two-way?

Yes. Customer and sales information flows from HubSpot to Xero, while invoices, payment status, and balances sync back into HubSpot.

Can invoices be created automatically?

Yes. When a deal reaches your chosen stage, the integration can automatically generate draft or approved invoices in Xero using deal information.

How much does it cost?

Pricing depends on your required sync direction, automation rules, and custom field mapping. Following a free CRM audit, we provide a fixed project quote.