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Zapier makes it easy to integrate HubSpot with Xero - no code necessary. See how you can get setup in minutes.
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HubSpot
HubSpot
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
HubSpot
Choose a trigger event
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.
Create a new record or update an existing record in your app.
Organization
Required
Item Code
Required
Name
Required
Description
Is Sold
Required
Sales Unit Price
Sales Account
Sales Tax Type
Is Purchased
Required
Purchase Description
Purchase Unit Price
Purchase Account
Purchase Tax Type
Is Tracked
Required
Inventory Asset Account
Cost of Goods Sold Account
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Transaction_type
Required
Contact
Required
Bank Account
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact Name
Required
Account_number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address__type_of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax_number
Bank Account Number
Groups
Contact_number
Company_number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Warning_message
Credit Note ID
Required
Allocation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
First Name
Required
Middle Names
Last Name
Required
Date of Birth
Required
Title
Email
Required
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
CopyEmployment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
CopyTaxDeclaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
CopyBankAccount
Statement Text
Account Name
BSB Number
Account Number
Remainder
CopyAddress
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact_name
Required
Email_address
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Reference
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Account
Tax Rate
Tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Document Type
Document ID or Number
Required
Paid To
Required
Date
Currency_rate
Amount
Required
Reference
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact (supplier)
Required
Date
Delivery_date
Order Number
Reference
Theme
Currency
Tax_type
Delivery_address
Attention
Telephone
Delivery_instructions
Attachments
Purchase Order Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
Employee
Required
First Name
Required
Middle Names
Last Name
Required
Date of Birth
Required
Title
Email
Required
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
CopyEmployment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
CopyTaxDeclaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
CopyBankAccount
Statement Text
Account Name
BSB Number
Account Number
Remainder
CopyAddress
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Quote ID
Required
Quote Number
Status
Contact
Required
Date
Expiry
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Resource type
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search By
Required
Order ID or Number
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Contact Name
Required
Account_number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address__type_of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax_number
Bank Account Number
Groups
Contact_number
Company_number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use HubSpot and Xero with AI agents and code
Beyond Zap workflows. Call HubSpot and Xero actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose HubSpot and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Add Items to Existing Sales Invoice
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
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.
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.
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.
Level up your HubSpot to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
