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.
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.
The basic integration takes just minutes to sign up and connect HubSpot and Xero. This will allow you to create simple invoices when your deals are closed/won and/or view basic invoice details in HubSpot. View the demo video on this page: http://inboundaddons.com/inbound-accounts/
If your needs are more complex, contact firstname.lastname@example.org and we'll arrange a quick chat to discuss your needs for a custom integration. Typically custom integrations cost $99AUD per month and there may be a small setup fee of between $500AUD and $1,000AUD if your requirements are particularly unique.