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Set up your first integration
Quickly connect HubSpot to Xero with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with Xero - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects HubSpot and Xero, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use HubSpot and Xero
Sync HubSpot deals to Xero invoices
When a deal is closed in HubSpot, Zapier creates a corresponding invoice in Xero. This helps business owners keep financial records updated automatically and ensures no revenue is missed, saving time and effort.
Business OwnerTrack submissions from HubSpot forms in Xero
When a lead fills out a HubSpot form about a service needing invoicing, Zapier creates a draft invoice in Xero. This ensures leads interested in specific services are efficiently progressed in financial workflows, reducing manual intervention.
Marketing & Marketing OpsLog payments in Xero to HubSpot deals
Each time a payment is recorded in Xero for a deal, Zapier updates the associated deal record in HubSpot. This keeps sales teams aligned with payment status and reduces communication gaps between sales and accounting teams.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Learn how to automate Xero on the Zapier blog
Frequently Asked Questions about HubSpot + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Xero
What is required to set up the HubSpot and Xero integration?
To set up the HubSpot and Xero integration, ensure you have access to both accounts with the necessary permissions. We facilitate connecting these platforms through a user-friendly interface where you'll authorize each account. Once connected, you can start setting triggers in HubSpot, such as when a new contact is added, which can automatically create an invoice in Xero.
Can I sync existing data between HubSpot and Xero?
While our integration primarily focuses on automating future tasks through triggers and actions, syncing existing data would require a manual data transfer or utilizing additional data import tools. The integration automatically handles workflow-based syncs only.
What actions can be automated with this integration?
Many actions can be automated. For instance, when a deal is won in HubSpot, an invoice can be created in Xero. Similarly, if a payment is received in Xero, the deal status in HubSpot can be updated automatically.
Are there any limitations to the fields that are synced?
Yes, not all fields may be synchronized between HubSpot and Xero with our current setup. Essential fields like customer name, email address, deal amount for HubSpot, and invoice details for Xero are supported by default while custom fields may need additional configuration.
How often does data sync between HubSpot and Xero occur?
The data sync frequency depends on the trigger set up within our platform. Actions take place almost immediately after the trigger event occurs in either system. However, the initial authentication process may cause some delays at first setup.
Can I customize what triggers or actions occur between my systems?
Yes, we offer customizable workflows where you can choose specific triggers from HubSpot—like contact updates or form submissions—and define what action should happen in Xero—such as generating or updating invoices accordingly.
What happens if there’s an error during synchronization?
If an error occurs during synchronization between HubSpot and Xero using our platform, you will receive immediate notifications via email along with detailed logs of what went wrong so you can troubleshoot effectively.
