RevOps Connect
Accounting & Finance

Xero + HubSpot Integration

Xero is cloud accounting software popular with small businesses and accountants. Our integration syncs contacts, invoices, and payments between Xero and HubSpot for streamlined quote-to-cash workflows.

Small BusinessProfessional ServicesAgenciesConsulting

Integration Details

API Type
REST API (OAuth 2.0)
Sync Direction
Bidirectional
Status
available
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Data Sync Objects

HubSpot ObjectXero ObjectDirection
ContactsContactsTwo-way
CompaniesContacts (Organization)Two-way
DealsInvoices/QuotesTwo-way
ProductsItemsTwo-way

Use Cases

Quote to Invoice

Convert HubSpot quotes to Xero invoices automatically.

HubSpot Quote Signed → Xero Invoice

Overdue Payment Alerts

Trigger follow-up sequences when invoices become overdue.

Xero Overdue Invoices → HubSpot Collection Workflows

Features

Contact sync
Invoice generation
Payment tracking
Multi-currency support
Quote conversion

Frequently Asked Questions

How does the Xero HubSpot integration work?

Xero is cloud accounting software popular with small businesses and accountants. Our integration syncs contacts, invoices, and payments between Xero and HubSpot for streamlined quote-to-cash workflows. The integration supports bidirectional sync via REST API (OAuth 2.0).

What data can I sync between Xero and HubSpot?

You can sync Contacts to Contacts, Contacts (Organization) to Companies, Invoices/Quotes to Deals, Items to Products.

What are the main use cases for Xero + HubSpot?

Quote to Invoice: Convert HubSpot quotes to Xero invoices automatically. Overdue Payment Alerts: Trigger follow-up sequences when invoices become overdue.

How long does it take to set up the Xero integration?

Setup time varies based on complexity, but most integrations are live within 2-4 weeks.

Do you provide ongoing support?

Yes, RevOps Connect provides fully managed integration support including monitoring, maintenance, error handling, and updates. Our team proactively resolves issues before they impact your business.

Ready to connect Xero to HubSpot?

Let's discuss your integration requirements and build a solution that works for your business.