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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
Credit Note ID
Required
Invoice ID
Required
Amount
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
From Account
Required
To Account
Required
Amount
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
Code
Required
Name
Required
Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Type
Required
Contact
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
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
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
Contact_account_number
Primary Person - First Name
Primary Person - Last Name
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
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact_tax_number
Bank Account Number
Contact Number
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Number
Reference
Sent_to_contact
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Discount %
Discount Amount
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
Contact
Required
Project Name
Required
Deadline for the project
Project Estimate
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
Repeated Invoice Schedule
Invoice Creation: Frequency Type
Required
Invoice Creation: Frequency (Period)
Required
Due Date Type: Payment Terms
Required
Set Due Dates (Days)
Required
Start Date:
Required
End Date
Status
Required
Currency
Branding_theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Purchase Order
Required
Contact
Update Method for Line Items
Date
Delivery_date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected_arrival_date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
Invoice_id
Required
Contact
Status
Date
Due_date
Expected_payment_date
Reference
Branding_theme
Url
Currency
Sent_to_contact
Attachments
Invoice_number
Line_amount_types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
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
Invoice ID
Required
Include PDF File
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Contact ID
Quote Number
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Include Online Invoice URL
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
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
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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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.
