For your CRM, it would be amazing to have Xero integrated similar to how other CRM's do it e.g. https://capsulecrm.com/addons/xero/
Hi @mschnitt, when do you think you'd be able to give an update on this out of the box integration? For triggering creation of invoices would you recommend us to develop something ourselves? Thank you !
XERO is just so popular in Australia - it would be really helpful to be able to send sales about to close into ero and sync deal values back in
Please hurry up and add this
We have built an integration between HubSpot and Xero and have a number of customers on it now. You can create an invoice in Xero automatically when a Deal is Closed/Won. If the contact or company doesn't already exist in Xero it will also create it for you. You can also view invoices (including amount, due date and how much has been paid) in HubSpot so your sales team don't need to log into Xero. You can find out more information about it and a video that shows the funcitonality here. If you need additional functionality, just let us know and we'll build it in.
Thanks, Sam - might be just the ticket!
No worries at all @Lionheart-Paul.
Feel free to contact me at email@example.com if you have any questions or need other things added to it to make it more useful for your business.
This would be so valuable to us! There needs to be a lot of time invested in helping web traffic convert to payment. This will become a key part of Hubspot website and a Xero integration is a no-brainer, particularly for businesses that use the Xero and GoCardless integration to buy subscription products/service by direct debit!
just a quick update on our HubSpot integration with Xero. We now have the ability to create the invoice line items from the HubSpot Deals Product line items (for those of you who are using Sales Pro and the Products/Quotes features). This includes the product name in the Xero line item description, quantity and price as well as auto calculation of tax etc.
In addition to this, we also now have the ability to automatically send the Xero invoice by email.
This means that you can now create a Deal, add Products, create a Quote, then when the deal is accepted change it to Close Won and your invoice is automatically created and if you want, sent. You can also see the invoices and their payments in HubSpot, as well as link between the two if you have a Xero login.
Thanks to all of you who have provided input to make this integration better. I know those of you who are using it are saving tonnes of time from the feedback we have received.
If you would like to know more about the integration, head over here.
This would be a great addition. As a minimum understanding any outstanding invoices by customer so the CS team can understand the position would be so useful.
this functionality is availalbe currently with the add-on. When you go into the company record (if the invoice was to a company, or contact record if the invoice was to an individual) the invoices for that company are displayed with any payments against them, so the CS team can see what remains outstanding right away without the need to have a Xero login. Is that what you mean?
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.