1. Home
  2. CRM

HubSpot CRM integration

By Xero
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. 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.

Explore all features of HubSpot CRM integration

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

4.2
37 Reviews
5 star
(78%)
4 star
(0%)
3 star
(5%)
2 star
(0%)
1 star
(16%)
DJ
Dennis Jones
Posted

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

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.
BR
Ben Rosswick
Posted

Of modest value

Would be nice if you could see invoices sent from Xero from within Hubspot. Shame they didn't think of this as that's the most important thing a salesperson needs to know!
Additional info

Shared data

Xero
HubSpot CRM integration
Contacts

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.