I’ve recently stumbled upon the HubSpot Xero integration and had to shout about it. Many major platforms offer cookie-cutter integrations that only partially sync data or provide half-baked connectivity—but this one is different.
As a HubSpot Partner NZ, I can confidently say this integration delivers real value. Firstly, it’s free for customers on a starter package and above, which is a fantastic starting point. The sync works in real-time, updating the payment status of all your Xero invoices immediately, creating a fully connected data structure between your accounting software and CRM. The sync covers:
- Contacts
- Invoices
- Products
Looking for help setting this up? See how Zippily implements the HubSpot Xero integration for NZ businesses.
Xero Invoice Card - HubSpot Contact Record
Some of the benefits include:
Contact sync benefits:
- Sync contacts from Xero to HubSpot
- See which contacts are 7 days overdue in HubSpot
- Find contacts that are 30 days outstanding in HubSpot
- Target contacts that have or haven't purchased from you
Invoicing sync benefits:
- Generate draft invoices in your Xero base currency within HubSpot
- Add contacts from HubSpot in to Xero
- Pulls products available in Xero in to HubSpot
- Invoice status synced back to HubSpot
Xero Invoice Paid Status
Benefits of the Integration
Contact Sync:
- Sync contacts from Xero to HubSpot
- Track contacts that are 7 days overdue directly in HubSpot
- Identify contacts with invoices 30 days outstanding
- Target contacts that have—or haven’t—purchased from you
Invoicing Sync:
- Generate draft invoices in your Xero base currency within HubSpot
- Add contacts from HubSpot directly into Xero
- Pull products available in Xero into HubSpot
- Invoice status is synced back to HubSpot
How I’ve Used This Integration
As a HubSpot Implementation Partner, we’ve used this integration to:
- Create aged debtor reports directly within HubSpot, including associated contacts and companies
- Send reminders internally or externally when invoices are approaching or past due
- Generate reports on average payment times per company or client
- Display actual financial data alongside projected revenue by deals
HubSpot Commerce Reporting
The best part is that this integration will take literally minutes to syncing across all key objects. If you’re looking for a seamless way to connect your CRM with accounting software, this integration is a game-changer—especially if you’re working with a trusted HubSpot Partner NZ to optimise your processes.
Want to see how the HubSpot Xero integration can transform your business workflows? As a trusted HubSpot Platinum Partner based here in Auckland, I can help you connect your CRM and accounting seamlessly.
Book a time below and we can discuss how you can start realising value today. Need this set up properly for your business? See how Zippily configures the HubSpot Xero integration
Written by
Sean Towson
Managing Director / Senior HubSpot Specialist
