topic Re: Hubspot CRM / Deal to Xero Invoicing in Sales Integrations

Hubspot CRM / Deal to Xero Invoicing

Martin07 — Thu, 02 Dec 2021 10:49:24 GMT

Hi.

We have 3 companies within Xero for £/$ and € and see these as a single Xero instance with 3 option / companies to choose from depending on the region. I have successfully integrated Xero to HubSpot for the Head Office (£ sterling) and this works perfectly for our usage. I now want to "create invoice" from HS but be able to pick which company in Xero has the client/invoice details. Can this be done and if so how?

Re: Hubspot CRM / Deal to Xero Invoicing

natsumimori — Fri, 03 Dec 2021 06:07:37 GMT

Hi @Martin07 , thank you for your post.

@karstenkoehler and @Josh > do you have experience with Xero integration? I didn't find a similar post in the past and am wondering if you guys could weigh in here🤔

Re: Hubspot CRM / Deal to Xero Invoicing

HBevan — Mon, 06 Dec 2021 12:55:58 GMT

Hi Martin,

We have a HubSpot-certified app in the marketplace, Invoice Scheduler for Xero - that supports multiple Xero instances (only on our enterprise plan though).

You can book a free demo and we also offer onboarding and hands-on support.

Hope that helps

Harry

Re: Hubspot CRM / Deal to Xero Invoicing

Martin07 — Mon, 06 Dec 2021 13:00:47 GMT

Thanks Harry.

I’ll get back to you shortly re a demo. Thanks !