You’re on the New Zealand site

HubSpot CRM integration

By Xero
4.18 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.

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.

Explore all features of HubSpot CRM integration
HubSpot CRM integration
Play Video
, opens in a dialog

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

4.2 out of 5 stars
38 Reviews
5 star(76%)
4 star(0%)
3 star(5%)
2 star(3%)
1 star(16%)
RT
Robbie Taylor
Posted
2 out of 5 stars

Dodgy reviews

How come all the five star reviews are around 19 Oct 2019? Was this contrived or genuine? Later reviews are not so good at all. I don't trust this.
4 people found this review helpful.
DJ
Dennis Jones
Posted
1 out of 5 stars

Connect Xero Contacts

I asked for all the customers with a transaction in the past 12 months. I got everybody who has ever transacted with us. We have changed our business model and only do B2B now so 3000+ B2C took me blinking ages to delete them all - aaargh
KL
Kate Leckie
Posted
1 out of 5 stars

No value

Our presentation/functional currency is GBP, however we bill in USD. After significant time investment on our part, the two parties finally confirmed that the integration won't work for us.
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

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
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.