HubSpot Connector for Xero

Connect Xero accounting tool to HubSpot CRM and workflows

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About the Integration

Streamline your accounting management and customer relationship processes with our HubSpot for Xero connector. This powerful integration brings together your CRM and accounting software, allowing for an automated flow of financial data between HubSpot and Xero. Enhance efficiency by syncing customer details, estimates, product’s library, invoices, and much more directly within HubSpot, ensuring sales and accounting teams have all the information they need at their fingertips.

Designed for easy installation and user-friendly navigation, our HubSpot for Xero connector is the ideal connector for businesses looking to save time, reduce errors, and improve customer satisfaction by keeping their critical business systems in sync.

With our HubSpot for Xero connector, you will be able to:

  • Customize your field mappings to match your business requirements.
  • Automatically sync HubSpot custom fields to Xero, and sync Xero custom fields to HubSpot.
  • Automatically sync HubSpot Contacts to Xero Contacts (bi-directional).
  • Automatically sync HubSpot Companies to Xero Organizations (bi-directional).
  • Automatically sync HubSpot Deals to Xero Purchase orders, or Quotes, or Invoices, or Payments (bi-directional).
  • Automatically sync HubSpot Products to Xero Items (bi-directional).
  • Import Invoices, Quotes, and Payment history into HubSpot Deals as notes.
See On the HubSpot Marketplace Try It for 14 Days

FAQ

All Plans.

All Plans.

It costs $25/month for one HubSpot account/Xero account. It can be installed by a HubSpot administrator or any user granted the appropriate permissions.

A few seconds to a few minutes (specially for the initial sync where you have a huge number of records to sync).

You can fil the form below to open a ticket or contact us on xero_support@connectindigital.com

We do not offer refunds. You can cancel anytime.
The billing cycle is monthly, so when you cancel, you won’t be charged going forward.

You will not be able to sync data between HubSpot and QuickBooks.

We do not offer refunds. You can cancel anytime.
The billing cycle is monthly, so when you cancel, you won’t be charged going forward.

You need to check the asana template permissions here or contact us on asana_support@connectindigital.com

Book A FREE consultation session with one of our consultants.