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HubSpot CRM integration

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Reviews by verified Xero users.
3.8 out of 5 stars
45 Reviews

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AG
Andy Griffiths
Posted 8 Jan 2025
3 out of 5 stars

Good but not complete

Cannot export quotes generated in Hubspot back into Xero to turn into POs or Invoices, yet the products used are exported from Xero, its a one way link
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.
7 people found this review helpful.
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.
4 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.
HR
Heide Robson
Posted 9 Mar 2023
1 out of 5 stars

Software looks good but onboarding is terrible

First of all, please check dates of 5-star reviews below. They were all posted on the same day and all sound very similar. In other words, they look very much like fake reviews. I wouldn't have thought that Hubspot would do fake reviews. But there you are. Now to my actual review: You receive no support when you sign up and pay for a subscription. There is no onboarding team and no support person for the first month. Just a self serve help centre and a dubious chat support. You are on your own. Make sure you don't pay for an upgraded subscription before your product tour since otherwise, the salesperson loses all interest. Happened to me. I paid before my product tour so that I could prepare better and within an hour the sales agent called and cancelled my product tour. So all up, quite disappointed although I came to Hubspot with high hopes and it does look like a good software at first sight but so far really frustrated with my onboarding experience.
10 people found this review helpful.
LH
Liam Hughes
Posted 16 Feb 2023
1 out of 5 stars

Why wlould I want to sync FROM Xero?

Hubspot is a CRM...CUSTOMER relationship management. Xero is an invoicing tool. I don't want to manage my customers in my accounting tool...Thats what hub spot is for. This integration should be from Hubspot TO Xero not the other way around.
26 people found this review helpful.
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