Integrate Xero and HubSpot
Automatically create Xero invoices from HubSpot deals, copy contacts +
Criado por - Inbound Addons
Instalações - mais de 100 instalações
Avaliação 5
(1)
Requisitos
Plano da HubSpot Permissões da conta da HubSpot - Ver permissões de conta necessárias
Tipo de acesso Shared Assinatura Integrate Xero and HubSpot - Basic ou Customised integration planos
Visão geral
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.
Recursos
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.
Funcionalidade do aplicativo
Dados compartilhados
Xero Contacts | ||
Xero Invoices |
Avaliações
- 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.
Serviços de marketing - 2 a 5 funcionários
Basic
US$ 33
/mêsFor 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
US$ 33
/mêsFor 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
* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 09/08/2025
Mais informações
Criado por - Inbound Addons
Instalações - mais de 100 instalações
Categorias Idiomas nos quais este aplicativo está disponível Inglês
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