23.12.2020

HubSpot Implementations

Can HubSpot integrate with Xero?

3 min read

Taryn

In this blog post, Senior HubSpot Specialist, Babette Beyers, discusses HubSpot’s Integration with Accounting Software, Xero, and the different ways you can integrate this with HubSpot.

A question I often hear when speaking with prospects is: Can HubSpot actually integrate with Xero?

The very short and sweet answer is: Yes, HubSpot can integrate with Xero. However, there are multiple different avenues that you can take when integrating HubSpot with Xero, which I'll run through below. 

Xero Basic Integration

Xero created their own integration, which you can find here in the HubSpot app marketplace.

This integration helps ensure your contacts are kept in sync and is quite a simple integration, which only syncs data between the actual contact object.

This means, once this initial integration has completed, any change to your contacts in Xero will be reflected in HubSpot CRM automatically.

Advanced Integration

You also have multiple different platforms that will allow for you to sync information between both HubSpot and Xero.

The two main players are PieSync and Zapier and there's also quite a few others which will allow for you to build an integration.

Before assessing which platform you want to use in order to integrate the two, we always recommend to ask yourself:

  • What are your goals?

  • What are you trying to achieve?

These questions should break down exactly what type of integration you need.

Xero Custom Integration

At Huble Digital, we've previously built custom integrations between Xero and HubSpot which aligned to exactly what the client needed.

An example of this is a custom integration we created for a client which synced to Xero whenever a deal moved to a specific deal pipeline, such as invoice required. It would create the invoice and once that invoice was created, it then synced back into HubSpot.

This example is more of a powerful integration which allowed for us to actually provide a lot of value in automation for the client and can be interchanged depending on a clients needs.

To check out our Integration services, you can see our dedicated page here.

To summarise…

In summary, not everybody needs a custom integration, so you do always have the solution of being able to use the Xero integration that they built themselves (which again, you can find in the HubSpot app marketplace).

However, if you are after a more advanced integration, we recommend you investigate both PieSync and Zapier, depending on what your answers are to the above questions. 

We hope this blog was helpful and for any further advice on how to integrate Xero with HubSpot, or for guidance on the best solution for your specific needs, Huble Digital are always on hand to help. You can book a meeting with one of our team here.

Transform your front office with HubSpot & Huble.

Considering HubSpot? Discover how we help large businesses implement and optimize HubSpot across marketing, sales, and service to streamline operations, unify data, and drive innovation.

Latest Insights

HubSpot Implementations

12 min read

Is HubSpot Good Enough for Enterprise?

A candid evaluation of HubSpot at enterprise scale — where it fits, where it needs careful design, and how to de-risk the decision.

Read more

Service & CX

11 min read

Improving Customer Experience with HubSpot: What Enterprise Service Leaders Need To Ffix First

Enterprise CX programmes stall on ownership and data, not tooling. What service leaders should fix first in HubSpot — and in what order.

Read more

Sales & Revenue

8 min read

What Revenue Leaders Should Demand from Their HubSpot Pipeline

Your HubSpot forecast is wrong and your CRM is clean. Five things revenue leaders should demand from their pipeline — and what a "no" tells you.

Read more

HubSpot Implementations

7 min read

Huble Earns HubSpot’s Quote-to-Cash Capability Badge

Huble has earned HubSpot's Quote-to-Cash Capability Badge — verified expertise in connecting CPQ, billing and payments into one revenue system on HubSpot

Read more

12 min read

What Goes Wrong in CRM Migrations (And How to Stop It from Happening to Yours)

CRM migrations rarely fail because of technology. The five failure points enterprise teams should plan for — and the early warning signs of each one

Read more

11 min read

How To Get Team Buy-In for a new CRM

Winning team buy-in for a new CRM means securing executives and frontline users at once, in different ways. A guide for leaders on getting both before launch.

Read more

9 min read

How to Improve CRM Adoption in Enterprise

Enterprise CRM adoption is driven by leadership: sponsorship, clear ownership and process fit matter more than extra training. A guide for leaders.

Read more

5 min read

Huble Earns HubSpot’s Healthcare Industry Badge

Huble has earned HubSpot’s Healthcare Industry Badge — recognising validated expertise in helping healthcare and life sciences organisations implement HubSpot securely and at scale.

Read more

HubSpot Implementations

13 min read

Dynamics 365 to HubSpot Migration: What Enterprise Teams Need to Know

Thinking about migrating from Dynamics 365 to HubSpot? Here’s what enterprise teams with 200+ employees should know about the process, costs, and common pitfalls.

Read more

17 min read

Migrating from Salesforce to HubSpot: An Enterprise Guide

A practical guide for enterprise teams moving from Salesforce to HubSpot: why companies leave, what changes, real costs, and Huble's phased migration methodology.

Read more