Integrate Xero and HubSpot
Automatically create Xero invoices from HubSpot deals, copy contacts +
Desarrollado por - Inbound Addons
Instalaciones - Más de 100 instalaciones
Clasificación - 5(1)
Requisitos
Plan de HubSpot Permisos de cuenta de HubSpot - Ver los permisos de cuenta requeridos
Suscripción: Integrate Xero and HubSpot - Suscripciones: Basic o Customised integration
Vista general
1/5
No data re-entry! This app automatically 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 automatically 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.
Características
Automatically create invoice with products when a deal stage changes
In the basic version when a deal stage is changed to closed won an invoice will be created automatically. If you are using the Sales Pro version of HubSpot and attaching products to the deal then the products will be listed as separate line items on the invoice.
Fully customisable options
With our fully customisable subscription you can create multiple invoice stages (eg deposit and instalments), recurring invoices, invoice updates to deals and companies, tracking codes, multiple Xero instances and more. We'll work with you to create a seamless integration for a fraction of the cost.
Funcionalidad de la aplicación
Datos compartidos
Xero Contacts | ||
Xero Invoices |
Valoraciones
- 7 de nov. de 2023
Fantastic
We are getting huge value from the automation of Quotes to invoices in HubSpot. We are also seeing better revenue tracking in deals and reporting.
Quotes to invoices from HubSpot.
Automation and hosting quotes and invoices from HubSpot.
Strack, L.
Servicios de marketing - De 2 a 5 empleados
Basic
33 US$
/mesFor simple invoices from default HubSpot deal stage closed won
Copy contacts and companies from HubSpot to Xero when an invoice is created
Create an invoice when a deal stage is changed to closed won in the default pipeline
Add products in the deal to line items where applicable
If not using products, the deal name is the line item on the invoice
SKU/Item matching and tracking
Basic
33 US$
/mesFor simple invoices from default HubSpot deal stage closed won
Copy contacts and companies from HubSpot to Xero when an invoice is created
Create an invoice when a deal stage is changed to closed won in the default pipeline
Add products in the deal to line items where applicable
If not using products, the deal name is the line item on the invoice
SKU/Item matching and tracking
* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 09/02/2022
Más información
Desarrollado por - Inbound Addons
Instalaciones - Más de 100 instalaciones
Categorías Idiomas en los que está disponible esta aplicación Inglés
Nuevas llegadas
Worldpay Payments
Acepte sin problemas pagos de comercio electrónico, terminales…
SuperFunnel
El puente automatizado entre tus embudos y tu pipeline de HubSpot.
