Instantly turn HubSpot deals into Xero invoices or quotes with smart automation
Transform your billing process with seamless HubSpot to Xero conversion. As deals progress, invoices and quotes are created automatically using flexible triggers across pipelines. Everything stays in sync, and you can easily track Xero invoice and quote statuses directly within your HubSpot deals.
View Xero Financial Data in HubSpot with Real-Time Insights
Access detailed Xero financial data directly in HubSpot through native UI extensions, letting you track critical KPIs like overdue invoices, booked totals, and year-to-date performance in real-time. Stay updated with accurate insights to make better decisions and have more impactful client conversations without switching platforms.
Automate Business Processes with HubSpot Workflows for Faster Operations
Use HubSpot’s workflow engine to seamlessly connect with Xero. Automatically create customers, generate invoices or quotes from Deals, and keep financial data up to date across both platforms. Customize processes with tailored workflows and define rules for different customer segments to streamline operations.
One-Click Invoicing from HubSpot Deals with Full Control and Flexibility
Easily generate Xero invoices and quotes from HubSpot Deals, with full control over taxes, amounts, discounts, and products. Split invoices by percentage for complex billing, review drafts before syncing, and stay flexible for special cases while cutting down manual work.
