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Integrate Xero and HubSpot

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App

Integrate Xero and HubSpot

Automatically create Xero invoices from HubSpot deals, copy contacts +

Installs
100+ installs
Rating

5

(1)

Sign in to installRequires Integrate Xero and HubSpot subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
Integrate Xero and HubSpot Subscription
Basic or Customised integration plans

Overview

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.

Features

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.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Xero Contacts

Companies

Contacts

Companies

Contacts

Xero Invoices

Deals

Deals

More info about shared data

Deal data is also synced to Xero to create invoices and Invoice data is sent back HubSpot to be viewed in the deal record.

Reviews

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5/5
    Nov 7, 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.

What problem are you trying to solve?

Quotes to invoices from HubSpot.

What do you like?

Automation and hosting quotes and invoices from HubSpot.

  • Strack, L.

  • Marketing Services
  • 2 to 5 employees

This app requires one of the following Integrate Xero and HubSpot subscription plans.

Basic

$33

/month

For 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

Note that subscription prices are in AUD not USD

Basic

$33

/month

For 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

Note that subscription prices are in AUD not USD

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 08/09/2025

More info

Built by
Inbound Addons
Installs
100+ installs
Categories
Languages this app is available in
English

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