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HubSpot CRM integration

By Xero
3.84 out of 5 stars
Get this app
Pricing from
NZD 11.50 per month
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
Priced from
$11.50
NZD per month
Listed for
4 years
August 2019

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. There are two options available to help you make the most of having HubSpot and Xero.

Contact sync

The Xero to HubSpot contact sync is free to customers on a starter, standard or premium plan. It ensures your Xero contacts are available in your HubSpot CRM for all your inbound sales processes, and keeps them up-to-date if anything changes in Xero.

Contact sync benefits:

  • Sync contacts from Xero to HubSpot
  • See which contacts are 7 days overdue in HubSpot
  • Find contacts that are 30 days outstanding in HubSpot
  • Target contacts that have or haven't purchased from you

Invoicing

Reduce the back and forth between your sales and accounts teams. Your sales team can create a draft invoice directly in HubSpot so the accounts team can approve it and send it to your customer from within Xero.

Invoicing benefits: All the benefits from the contact sync, plus

  • Generate draft invoices in your Xero base currency within HubSpot
  • Add contacts from HubSpot in to Xero
  • Pulls products available in Xero in to HubSpot
  • Invoice status synced back to HubSpot

The HubSpot to Xero invoicing feature has a monthly fee of $10, which is in addition to your Xero subscription. This will be charged immediately when you sign up to the invoicing feature and then monthly thereafter.

We are a HubSpot affiliate and may receive a commission if you purchase HubSpot.

HubSpot CRM integration
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HubSpot CRM integration + Xero

For the contact sync 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. A set of default mappings ensure that the information contained within your Xero contacts is set to the correct place in HubSpot.

For invoicing, HubSpot will create a draft invoice in Xero for your accounts team to review, approve and send to your customer. Xero will send the invoice status back to HubSpot automatically so your sales team can see if it has been sent, paid or remains overdue.

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
Invoicesshared from HubSpot CRM integration to Xero

Functions

CRMInvoicing and jobs

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.