Xero
Convert deals into Xero invoices and see customer revenue in HubSpot
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Xero Subscription - Free trial with 15 free syncs, Basic, Premium, or Custom Integration plans
Overview
1/9 - HubSpot Xero
Eliminate the hassle of syncing financial data between HubSpot and Xero
Automate invoice and quote creation from HubSpot deals using custom rules and triggers
Sync customer, product seamlessly between both platforms
Track financial performance and key metrics directly in HubSpot
Use one-click invoice generation, real-time updates, and automated syncing
Avoid double data entry, manual errors, or platform switching
👉 Visit cloudify.biz or Start your free trial with 15 credits today. Book a free 30-minute setup session and let our experts configure everything for you.
Cloudify’s HubSpot Xero integration is designed for sales, finance, and operations teams looking to streamline their billing process. Businesses reduce hours of manual work, improve data accuracy, and gain visibility into real-time financial data, all within HubSpot.
Our deep integration is powered by HubSpot’s native UI extensions and automation workflows, offering full flexibility and control across systems.
📊 Save hours of manual entry every week
🔁 Fix errors instantly with one-click sync replays
🚀 No setup fee, quick onboarding, and expert support
Features
Automatic Deal-to-Invoice/Quote Creation: Save Time & Money
🔹Create invoices and quotes automatically as deals progress, with flexible triggers for multiple pipelines. 🔹Watch your deal convert into an invoice/quote automatically and view the document directly within your deal.
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HubSpot Workflow Actions: Automate Your Business Processes
🔹Leverage HubSpot's workflow engine to automatically sync customers, products, and invoices 🔹Create custom automation rules for different business processes and customer segments
One-click Invoice: Flexibility Meets Automation
🔹Generate and customize Xero invoices/quotes directly from HubSpot deals with full control 🔹Split invoices by percentage ratio for complex billing scenarios, review drafts before syncing, and maintain flexibility for special requirements while saving time on manual entry
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Financial Data Integration: Real-Time Business Insights
🔹Access comprehensive Xero financial data directly in HubSpot through native UI extensions. Monitor critical KPIs and year-to-date performance in real-time. 🔹Make informed decisions and have better client conversations with up-to-date financial data without platform switching
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Instant Notifications: Never Miss a Critical Update or Sync
🔹Stay on top of every sync action with automatic notification notes in HubSpot 🔹Receive detailed success messages with Xero information, clear error explanations, and use one-click replay to fix issues or update existing invoice/quotes.
App Functionality
Shared Data
Customer Fields | ||
Customers | ||
Invoice Fields | ||
Invoices | ||
Invoices | ||
Invoices | ||
Line items | ||
Quote Fields | ||
Quotes | ||
Quotes | ||
Quotes |
Reviews
4.0
8
4.0
8
- Sep 26, 2025
Works pretty well for us - simple quote creation and seamless HubSpot integration!
Works pretty well for us! Let's you simply push a deal to auto create a Xero quote. We create quotes in HubSpot first which creates a draft copy of the same quote in Xero for our accounting purposes.
Simple to use. i can manually edit the quote from HubSpot deals
Nielsen, C.
- Sep 20, 2025
Setup could be improved but otherwise solid performance
I finally feel on top of my finances instead of constantly playing catch-up.
Saves a lot of time with automation and recurring tasks
The initial setup felt a bit time-consuming
Symonds, C.
Pricing
Free trial with 15 free syncs
$0
Leverage our integration features at no cost with 15 free syncs
Everything in Basic, plus:
Create invoices/quotes and products from HubSpot to Xero
One-click invoice/quote generation
Product synchronization
HubSpot workflow actions for Xero
Custom rules for invoices and products
One-click replay to fix errors or update documents
Split invoice capability
Free trial with 15 free syncs
$0
Leverage our integration features at no cost with 15 free syncs
Everything in Basic, plus:
Create invoices/quotes and products from HubSpot to Xero
One-click invoice/quote generation
Product synchronization
HubSpot workflow actions for Xero
Custom rules for invoices and products
One-click replay to fix errors or update documents
Split invoice capability
* 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: 11/06/2025
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