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Integration Benefits

By integrating HubSpot with Xero, your organization can:
  • Automate invoice generation based on HubSpot deal stages
  • Ensure real-time synchronization of customer data across both platforms
  • Access up-to-date financial insights directly within HubSpot
  • Significantly reduce time spent on manual data entry and reconciliation
  • Enhance financial reporting with integrated sales and accounting data

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Data Flow between Xero and HubSpot

The table below shows what data is synced between HubSpot and Xero. The data flow is largely unidirectional from HubSpot to Xero except for the invoice/quote PDF copy imported back into HubSpot as well as updated booked-invoice data synced into HubSpot. Main dashboard interface