HubSpot Diamond Solutions Partner
HubSpot & Xero Integration: Unify Revenue and Finance Data
Connect HubSpot CRM with Xero's accounting platform to automate your quote-to-cash process, eliminate data silos, and give your go-to-market teams complete customer financial visibility.
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Empower Your Finance Team with Real-Time GTM Data
Bridge the gap between your front and back offices. By connecting Xero with HubSpot, you provide your finance team with the sales context they need to manage accounts receivable efficiently. Eliminate manual invoice creation and gain a clearer, more accurate forecast of incoming revenue based on real-time sales pipeline data.
Automated Invoice Creation: Automatically generate Xero invoices and sales orders from closed-won deals in HubSpot, eliminating manual data entry.
Improved Revenue Forecasting: Gain clear visibility into the sales pipeline and its impact on cash flow for more accurate financial planning.
Reduced Reconciliation Errors: Ensure data consistency between sales and accounting, reducing the time spent on manual reconciliation and correcting errors.
Bridge the gap between your front and back offices. By connecting Xero with HubSpot, you provide your finance team with the sales context they need to manage accounts receivable efficiently. Eliminate manual invoice creation and gain a clearer, more accurate forecast of incoming revenue based on real-time sales pipeline data.
Unlock a 360-Degree Customer View in HubSpot
Enrich your HubSpot CRM with critical financial data from Xero. This integration empowers your sales, marketing, and service teams with a complete picture of every customer's financial health and history, allowing them to make smarter decisions, personalize outreach, and identify new revenue opportunities directly within HubSpot.
Full Financial Visibility: Give sales and service teams access to customer invoice status and payment history on the HubSpot contact and company record.
Smarter Marketing Automation: Create targeted segments and workflows based on customer lifetime value, specific products purchased, or payment status from Xero data.
Trigger Timely Follow-ups: Automate renewal reminders or overdue payment notifications from HubSpot based on real-time payment events in Xero.
Enrich your HubSpot CRM with critical financial data from Xero. This integration empowers your sales, marketing, and service teams with a complete picture of every customer's financial health and history, allowing them to make smarter decisions, personalize outreach, and identify new revenue opportunities directly within HubSpot.
A Flexible Sync Architecture That Molds to Your Business
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard, out-of-the-box connectors force you into a rigid, one-size-fits-all data model. Our custom integration is built differently. We map the data flow to your specific quote-to-cash workflow and business logic, ensuring the integration supports your process, not the other way around.
- Bi-Directional & Uni-Directional Sync: Control the flow of data precisely between HubSpot and Xero to maintain a single source of truth.
- Real-time & Scheduled Syncs: Trigger data transfers instantly based on actions or run batch updates on a schedule that suits your operational needs.
- Custom Sync Logic & Triggers: Define the exact conditions under which data syncs, such as when a deal reaches a specific stage or a custom property is updated.
- High-Volume Data Handling: Our architecture is built to reliably manage large-scale data transfers without compromising performance.
Comprehensive Object & Field Mapping
We ensure seamless data translation between HubSpot and Xero by mapping standard and custom objects and fields.
HubSpot
Xero
- Users
- Contacts
- Lists
- Deals
- Companies
- Custom Properties
- Users
- Contacts
- Lists
- Invoices / Sales Orders
- Accounts
- Tags
- Users Users
- Contacts Contacts
- Lists Lists
- Deals Invoices / Sales Orders
- Companies Accounts
- Custom Properties Tags
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and "messy data" that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That's how we maintain a 98.5% customer retention rate.
The Expert You Call
We're a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.
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Frequently Asked Questions
Native connectors typically offer basic, pre-set field mappings. Our custom solution is designed to handle complex business logic, custom objects, and conditional triggers. This ensures the sync aligns perfectly with your unique revenue operations, such as creating invoices only for specific product lines or deal types.
Yes. Our integration provides bi-directional sync, allowing you to automatically update HubSpot deal stages or custom properties when an invoice is marked as paid in Xero. This gives your sales and success teams real-time visibility into a customer's payment status without leaving the CRM.
Absolutely. We can perform a one-time historical data sync to populate HubSpot records with past invoice and payment data from Xero. This provides immediate value by giving your teams a complete financial history for every customer.
Yes. We build custom sync logic based on your specific business rules. The integration can be configured to fire based on any criteria in HubSpot such as deal properties, line items, or stage ensuring invoices are only created when your precise conditions are met.
