Integrate HubSpot and Xero to create invoices automatically from HubSpot and view Xero invoice details in HubSpot and much more. Plus custom options.
    Overview

    This app is designed for users of HubSpot and Xero who want to streamline their Sales and Accounts processes. If your Sales Manager and Accounts Departments are always going back and forth trying to work out if a customer has been invoiced and what the correct details for the invoice are, this app is for you.

    If you don't want your Sales team to have Xero access but do want them to know when a customer has paid their invoices, this app will solve that problem. If you want to be able to send out communications to remind your customers it's time to purchase, this app will also help.

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    Inbound Accounts + Xero

    This app integrates HubSpot and Xero in many ways. Create Xero invoices from Hubspot deals when a deal stage changes, view Xero invoices in HubSpot records, create recurring invoices and much more. The integration allows you to create separate line items in Xero invoices for each product associated with a deal, including discounts and quantities.

    Customised options are also available including recurring invoices (such as for SaaS or retainer based businesses), multiple Xero instances connected to one HubSpot account, tracking codes, inventory tracking and more.

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    Additional info

    App details

    Added in 2020

    Countries

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

    Languages

    English

    Support

    Setup walkthroughIntegration walkthroughContact supportsupport@inboundaddons.com

    Contact

    +61488866226

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