Xero + HubSpot
Connect Xero to HubSpot so your sales and finance data finally agree. Invoices and payments sync against the right contacts and deals, overdue invoices trigger follow-up automatically, and reporting reflects what has actually been billed and collected.
Success Story
Industry:
Education
Company Name:
Digital Learning Institute
Company Location:
Ireland
Company Size:
30 people
Xero connected to HubSpot
- Your Xero account connects to HubSpot, syncing invoices and payment data against the right contacts and deals
- Payment status from Xero updates HubSpot automatically so sales and account teams always know where things stand
- Overdue invoices trigger follow-up workflows in HubSpot, supporting collections without manual chasing
Xero connected to HubSpot
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Mapping your financial data and flows
- Invoice, payment, and credit note data from Xero are mapped to the HubSpot contact and deal timeline
- Product and service line items from Xero link to HubSpot deals and quotes
- Revenue and payment data syncs on a defined schedule, keeping both platforms accurate without manual exports
Mapping your financial data and flows
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Configuration complete
- Every invoice and payment record is visible on the right HubSpot contact and deal from day one
- Sales teams see invoice status and payment history before contacting a client, avoiding awkward conversations
- Revenue reporting reflects actual invoiced and collected amounts, not just pipeline projections
Configuration complete
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HubSpot Custom Integrations
Accredited
Technical digital projects require skill and experience to deliver on time & on budget. We have a track record of both.
Quality assured, by HubSpot and ISO
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