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HubSpot CRM integration

By Xero
3.84 out of 5 stars
Xero is collaborating with HubSpot, a CRM, online marketing, sales and customer service growth platform to deliver the best end-to-end customer journey possible.
Rated
3.8
out of 5
Reviewed by
44
Xero users
Listed for
4 years
August 2019
Key functions
CRM

Overview

Xero and HubSpot integrate together for end-to-end visibility into your customers journey, from stranger to paid customer invoice, all in one place. Using Xero and HubSpot helps nurture those leads your website attracts, so you can start building better relationships with your prospects and customers through personalised conversations. The Xero to HubSpot integration ensures your Xero contacts are available in HubSpot CRM for all your inbound sales processes, and keeps them up-to-date if anything changes in Xero.

Your contacts can be segmented in HubSpot using your Xero data. Filter customers that have an invoice 7 days overdue, 30 days outstanding, haven't purchased from you and customers that have purchased from you in the last 12 months.

HubSpot CRM integration + Xero

We use the email address as an identifier on your Xero Contact to create a new (or update an existing) contact within HubSpot. Once this initial integration has completed, any change to your contacts in Xero will be reflected in HubSpot CRM automatically, now including the primary contact phone number and if the contact is a customer or supplier. A set of default mappings ensure that the information contained within your Xero contacts is set to the correct place in HubSpot.

Reviews & ratings

3.8 out of 5 stars
44 Reviews

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Most recent reviews

GT
Georgie Torrens
Posted 18 Jan 2024
1 out of 5 stars

No invoicing capability for AUD

The app was modified when payments were added in 2023, changing AUD to be no longer a supported currency which means we can't invoice out of Hubspot. Waste of my time to find out after implementing.
JG
Julie Gilchrist
Posted 25 Oct 2023
2 out of 5 stars

Not all invoice connect to contacts

The invoices sync into HubSpot well but linking them to a HubSpot account is hit and miss. You can search for the synced invoice to add to a contact but you can only do so by the invoice number. You need to be able to do it by the Xero Contact Name or account number.
2 people found this review helpful.
BB
ben barker
Posted 15 Jun 2023
4 out of 5 stars

Useful but missing one thing

We use this plugin to allow our sales team to create invoice from Hubspot when they close a deal. It also means we can build dashboards in Hubspot that track whether all deals have got an invoice for the full amount created, sent and paid. The one thing we would really value is if it also wrote to Hubspot Standard invoice property "Payment Date" - we could then track payment dates on an invoice level.
3 people found this review helpful.

Additional info

Shared data

Xero
HubSpot CRM integration
Contactsshared from Xero to HubSpot CRM integration

Functions

CRM

Industries

Professional servicesAccounting

App details

By Xero
Added in 2019

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact support

Get started with HubSpot CRM integration

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.