Are you a business owner struggling to keep track of your finances while simultaneously managing your leads? Well, worry no more!

The HubSpot Xero Integration makes it easy to keep your data in sync while handling leads in HubSpot. HubSpot is a top-notch tool that marketers and businesses rely on to streamline their marketing efforts.

Xero, on the other hand, is an accounting software designed to help businesses manage their invoices and finances. Now, let's dive into what this HubSpot CRM integration can do, its perks, any drawbacks, and other options you might consider.

Understanding HubSpot Xero Integration 

Integrating HubSpot CRM with Xero allows data to flow seamlessly between the two systems.

For instance, when you create a new customer on one platform, it automatically appears on the other. This saves you time and reduces errors since you don't have to manually enter the same information twice.

Moreover, HubSpot Xero Integration allows for better tracking of sales and financial data. For example, when a deal is closed in HubSpot, the invoice can be automatically generated in Xero. This ensures that your financial records stay up-to-date. 

This makes it easier to keep track of your revenue and expenses without having to switch between different systems.

Getting started with HubSpot Xero Integration

Now that you're well acquainted with the overview of HubSpot Xero Integration let's explore the steps to utilize this integration. 

Setting up HubSpot Xero Integration

Are you ready to set up and leverage the benefits of HubSpot Xero Integration?

Before setting up this HubSpot integration, ensure that you have subscribed to any one of Xero subscription plans from Starter, Standard or Premium. For pricing details, refer to the subsequent sections of this article. 

Please note: The integration is free of cost, but to integrate Xero with HubSpot, any one of the Xero app subscriptions is required. 

Once you're subscribed to Xero, follow the steps below to set up HubSpot Xero integration:

  •  Log in to your HubSpot Account and navigate to HubSpot App Marketplace. 
  • Search for the Xero App and click Install. 
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  • Once your app is installed, you need to connect the App. Click next to connect.
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  • Now, login to your Xero account and grant permissions allowing HubSpot to access Xero data.
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  • Finally, you're connected with Xero App.

Now, let's take you through the steps to sync data between HubSpot and Xero and simplify the tasks for your sales team. 

Syncing Data

Follow the steps below to establish data transfer between HubSpot and Xero.

  • Once connected and logged in to the Xero app, click Set up Sync to start data syncing.
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  • Next, select the data you wish to sync, either Contacts or Invoices. Contacts can be synced bidirectionally (from HubSpot to Xero or vice versa).
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  • On the other hand, Invoices can be synced unidirectionally using HubSpot Xero Integration. 
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  • A window will appear with four sections: Configure, Limit, Organise Review.
  • Under the configure section, you select the properties you want to map. Some of the properties are mapped by default. However, you can also add custom fields to the map. 
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  • In the limit section, you can select the checkbox to sync contacts with an email address to ensure duplicate reduction. You can also set filters to choose the criteria to limit which ones will sync. 
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  • Now, review and click save. 
  • Finally, you've synced your data successfully.

If you want to explore data sync in more depth, consider reading this article on HubSpot Data Sync. 

Creating & Syncing Invoices 

Follow the steps below to create and sync the invoices in HubSpot:

  • Navigate to Sales and then click Deals.
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  • Select the deal, and check for invoices in the right panel.
  • Click Add to explore options like Convert deal to invoice, Create blank invoice or Add existing invoice.
  • Click Create blank Invoice and select the product to add from Xero.
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  • Select payment terms, invoice creation date, invoice due date and other relevant details. Click Review and Next to generate the invoice and sync to Xero,

By following these steps, you can effortlessly create invoices within HubSpot, ensuring accuracy and efficiency in managing finances.

Key Features of HubSpot Xero Integration 

Let's explore the core features of HubSpot Xero Integration: 

  • Sync Contacts: This means that if you have a customer's information in HubSpot (name, email, and phone number), it'll also show up in Xero without being entered twice. So, if you update a customer's details in one place, it automatically updates in the other. 
  • Track Payments: With the integration, when a customer pays the invoice, you'll see it right in HubSpot. It's like having a little notification that tells you the payment status. 
  • Automate Tasks: You can set up rules so that when something happens in one system (like a new customer being added in HubSpot), it triggers an action in the other system (like sending them a welcome email). This saves you time and effort.
  • Streamline Communication: This feature ensures that everyone involved in your business stays on the same page. For example, if you email a customer through HubSpot, a record of that email will also appear in Xero. 

Benefits of HubSpot Xero Integration

Now, let's dive into the benefits of HubSpot Xero Integration:

  • Efficiency: It saves time and effort by automatically syncing contact information between HubSpot and Xero. You don't have to manually update both systems so that you can focus on other tasks.
  • Accuracy: With data syncing in real-time, you reduce the risk of errors and inconsistencies. Customer details stay up-to-date across both platforms, ensuring accuracy in your records.
  • Improved Financial Management: You can track payments, invoices, and financial transactions directly within HubSpot. This streamlines your financial processes and gives you better insights into your business's cash flow.
  • Enhanced Communication: Syncing communication between HubSpot and Xero ensures that everyone involved in customer interactions can access the latest information. This promotes collaboration and improves customer service.

Limitations of HubSpot Integration with Xero

Certainly, here are some limitations of HubSpot Xero Integration:

  • Cost: This integration comes with additional costs, especially if you need advanced features or higher usage limits. Make sure to check pricing and subscription details to understand any potential expenses.
  • Learning Curve: Though setting up this integration is easy, however, you need to be well-acquainted with Xero and HubSpot CRM. It could take some time to configure everything correctly.
  • Limited Functionality: While this integration can streamline processes, it does not cover every feature of the platform. You might find that the integration does not fully support some tasks or functionalities.

Despite these limitations, HubSpot Xero Integration can still prove beneficial for data syncing and creating invoices, but it's essential to be aware of these potential challenges and plan accordingly.

Now, let's explore the pricing plans of HubSpot Xero Integration.

Pricing Plans for the Xero App

The Xero app offers various subscription plans that meet your business needs. It offers three types of subscriptions: 

Xero Pricing Plan

  • Starter: $29/mo

    Send 20 quotes and invoices, enter 5 bills, capture bills & receipts with Hubdoc, track short term cashflows and reconcile bank transactions. 

  • Standard: $46/mo

    All benefits of the starter plan with unlimited quotes and invoice creation + reconcile transactions in bulk

  • Premium: $62/mo

    All benefits of the premium plan + allow the use of multiple currencies. 

Alternatives for HubSpot and Xero Integration

Though HubSpot Xero Integration is a great choice for businesses, considering the cost and feature limitations, you can consider exploring the alternatives below.

HubSpot QuickBooks Integration 

HubSpot QuickBooks Integration is a way to connect your HubSpot CRM with QuickBooks, an accounting software that helps manage invoices, expenses and taxes. 

If you are a business owner using HubSpot to manage customer relationships and QuickBooks to manage your finances, this integration is a perfect choice.

Instead of manually transferring data between the two platforms, which can be prone to errors, the integration allows you to automatically sync data.

Key Features of HubSpot integration with QuickBooks: 

Here are the key features of HubSpot QuickBooks integration. 

  • Bi-directional Data Sync: Easily sync contacts between QuickBooks and HubSpot in both directions. This means that contacts can be updated or created in either system and synced to the other automatically. However, it only supports uni-directional sync for invoices. 
  • Controlled Sync Settings: You have the power to decide how your data syncs. You can configure and set up rules and preferences for syncing contacts.
  • Insight and Error Resolution: Get a clear view of what's being synced and quickly resolve any errors that occur during the syncing process. 
  • Automated Accounting Processes: Save time and effort by automating accounting tasks. With QuickBooks workflow actions, you can automatically create estimates, invoices, and sales receipts directly from HubSpot. 

Pros

  • Designed for a wide range of businesses
  • Supports two-way contacts sync and one-way invoice sync between HubSpot & Quickbooks
  • Saves time and effort by eliminating the need to switch between multiple platforms 
  • Enables more comprehensive reporting and analysis

Cons

  • Only default objects can be linked
  • Two-way sync for invoices with objects (deals, contacts) is not available

If you want to explore the complete guide to leverage this integration, refer to this article on HubSpot QuickBooks Integration. 

HubSpot FreshBooks Integration 

HubSpot and FreshBooks Integration is a great choice for freelancers and start-up businesses. It automatically syncs contacts that have reached the Customer or Evangelist stage with FreshBooks. Also, any activity related to invoices and payments in FreshBooks is displayed in HubSpot. 

Key features of the HubSpot FreshBooks Integration:

  • Sync Customers and Leads: This integration syncs up your customer and lead information, ensuring you have all the necessary details at your fingertips.
  • View Invoices and Payments: You can easily view invoices and payment details directly within HubSpot. It provides you with a comprehensive view of your financial transactions.

Pros

  • Cost-effective integration as compared to other accounting tools
  • Great choice for freelancers or start-ups
  • User-friendly and quick to set up interface
  • Enables automatic sync of customer and financial data 

Cons

  • Limited functionalities and syncing options
  • Not suitable for large businesses
  • Supports only one-way data sync

Before we conclude, hope you can make an informed decision to streamline your efforts. 

Decision O'Clock: Are you ready to leverage the Integration?

HubSpot Xero integration offers a great solution for businesses looking to streamline their sales and accounting processes. It offers significant benefits in terms of time-saving, accuracy, workflow efficiency, and decision-making support.

Now, we'd love to hear from you: Do you find this integration easy and beneficial for your business? Share your thoughts in the comments below!

If you still have queries regarding the integration or are interested in exploring other HubSpot services, feel free to contact us. 

Frequently Asked Questions

Yes, Xero can integrate with HubSpot through the HubSpot Xero Integration. This integration allows for seamless syncing of data between the two platforms, making it easier for businesses to manage their finances and customer relationships simultaneously. HubSpot Xero Integration allows you to sync contacts bidrectionally and invoices unidirectionally.

HubSpot integrates with a wide range of CRMs, including popular options like Salesforce, Microsoft Dynamics 365, Zoho CRM, and more. These integrations allow businesses to streamline their sales and marketing efforts by syncing customer data, leads, and activities between HubSpot and their CRM of choice.

Yes, HubSpot can integrate with QuickBooks through the HubSpot QuickBooks Integration. This integration enables businesses to sync their financial data between HubSpot and QuickBooks, facilitating better tracking of sales, invoices, and payments. It helps businesses maintain accurate financial records while managing their marketing and customer relationships in HubSpot.

HubSpot offers both free and paid integrations, depending on the specific integration and the features you require. Some integrations are included in HubSpot's free CRM platform, while others may require a subscription to HubSpot's premium plans or incur additional costs. It's important to check the pricing and features of each integration to determine if there are any associated fees.

Akansha Patidar is an expert in content creation, copywriting, blogging, social media content, and content strategy. She writes clear and engaging content that helps brands connect with their audience. Akansha's passion for writing ensures her work is both creative and effective.