Sales, finance, and customer success — operating as one.
Go beyond the native connector. Custom sync between Xero and HubSpot that aligns your post-sales process from closed deal to collected payment.
The native connector handles the basics. Your business isn’t basic.
HubSpot’s native Xero connector syncs contacts and invoices at a surface level. But when your post-sales process involves custom invoice logic, multi-entity billing structures, or specific field mappings that tie deal data to accounting records, the native connector falls short. You end up with partial data, manual reconciliation, and finance teams who don’t trust what’s in the CRM.
For growing businesses, the gap between CRM and accounting is where revenue leaks. Deals close in HubSpot but invoices are created manually in Xero. Payments land in Xero but aren’t reflected on the deal record. Customer success can’t see whether a client has paid, and finance can’t see the deal context behind an invoice.
When sales and finance run on different data, revenue falls through the gap.
Custom post-sales data flow — from deal close to payment collected.
We build a custom integration between Xero and HubSpot that goes beyond the native connector. Precise object and property mappings, bi-directional or one-way sync, and business logic that aligns your sales, customer success, and finance operations.
Deal-to-Invoice Automation
When a deal closes in HubSpot, invoice data flows to Xero with the right line items, amounts, and customer details — no manual re-entry. Your finance team gets clean invoices with full deal context.
Payment Status to CRM
Payment and invoice status from Xero flows back into HubSpot so your sales and success teams see whether a client has paid, is overdue, or has an outstanding balance — all on the deal and contact record.
Invoices generated automatically from closed deals.
Payment status visible on every deal and contact record.
Finance, sales, and success teams working from the same data.
From closed-won to collected payment — no manual steps.
Businesses that use Xero for accounting and need it connected to their CRM.
If your business runs Xero for accounting and HubSpot for sales and customer management, this integration aligns the post-sales process. Your finance team gets invoices with deal context. Your success team sees payment status. And your leadership team gets revenue reporting that spans from pipeline to collected cash.
Built for businesses that have outgrown the native connector and need their CRM and accounting system to operate as one commercial engine.
Ready to connect Xero to your revenue engine?
Book a discovery call. We’ll map where your current systems are costing you visibility, speed, or revenue — and show you how to fix it.