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HubSpot + Xero

With Xero as our partner, we're working towards removing the friction between sales and accounting by connecting the dots in the customer journey. From the first visit to your website, to closing a deal, and getting your invoices paid.
Xero-invoice-page
Scott Brinker

If CRM is the system of record for sales deals, it makes a ton of sense to connect it to the system of record for invoicing and payment -- the accounting system. That's what will give you a truly closed loop view of the buyer's journey.

Scott Brinker

VP, Platform Ecosystem

HubSpot

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Why Use Xero?

Xero is a cloud-based accounting solution that helps you maintain accurate financial records and monitor business health.
  1. Xero 1

    Get a real-time view of your cash flow

    Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. Quickly categorise your bank transactions as they flow in to Xero each day so you can track cash flow and have everything ready at tax time.

  2. Xero 2

    Get paid faster with online invoicing, and reconcile in seconds

    Send online invoices to your customers - and get updated when they’re opened. Xero imports and seamlessly categorises your latest banking, credit card and PayPal transactions.

Why Use HubSpot CRM and Xero Together?

Xero and HubSpot integrate for end-to-end visibility into your customers journey, from stranger to paid customer invoice, all in one place.
  1. sync-contacts-hubspot-xero

    Sync your contacts between HubSpot CRM and Xero

    Your contacts in Xero sync to your HubSpot CRM, so you can apply all your inbound marketing and sales processes, while also having invoice and payment data on the contact record for easy access.​

  2. crate-invoice

    Create invoices inside HubSpot CRM

    If you're in Australia, New Zealand or the United Kingdom, your sales team can stay in HubSpot CRM when creating an invoice, knowing that it will sync seamlessly into Xero to be approved by the accounting team.

  3. marketing-automation-4 (1)

    Trigger automation via HubSpot workflows based on invoice properties

    For example, if your customer hasn't paid their invoice yet, no need to chase them up yourself. Use HubSpot workflows to trigger an automated email reminder.

Xero Integrates with Your Favorite HubSpot CRM Features

Contact-Activity

Contact Activity

Company-records

Company Records

Insights

Contact & Company Insights

Tasks

Tasks

Learn How to Use Xero in HubSpot with HubSpot Academy

More Resources

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Exclusive HubSpot Pricing for Xero Partners

All Xero partners are eligible for a 30% discount on the HubSpot platform.

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View the Xero Integration Specifications

Get a more in-depth understanding of how Xero integrates with HubSpot.

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Learn How to Use the Xero Integration

Learn more about how to use the Xero integration in this article from Xero Support.