Xero integration for Contacts, Records and Invoice History

mschnitt

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/

85 Replies
TheTower
Member

Pls inegrate with Xero

wilgrace
Member

Intgegrating with Xero and passing the Project details of each Deal would be ideal

mr
Participant

Xero integration asap ..pretty please.

DanAt3DV
Contributor

Do we have an ETA on this as yet Hubspot? 

Cocoonfxmedia
Participant

Xero is becoming a market leader. To integrate Hubspot and Xero without a 3rd party application. It would save a lot of hassel and speed up productivity 

Spotty
Member

This request has fallen onto deaf ears at Hubspot. I've spoken with people in the sales team and they haven't got a clue as to whether this will ever be available. It seems they're happy to push people down the third party route.

 

As a developer with a really good understanding of Xero and the Xero API, it's not that difficult to do. Hubspot just hasn't placed any priority on this unfortunately.

 

We've actually stopped using Hubspot, as without Xero integration it's just doesn't provide the business intelligence we need - and I'm sure most other businesses need to!

AmyParkes
Member

Xero integration is imperative for our business to continue using HubSpot. Please can we have some feedback on if and when this will ever be done Hubspot?

richyrich
Participant

This is so key for modern web-based businesses.

 

Please do this HS.

RossDoorsey
Member

Think zapier offers a few  options to get around this, might help as a temporary solution until hubspot do the decent thing 🙂

https://zapier.com/apps/integrations

anjajones
Member

We'd absolutely love to have a Xero integration with the HubSpot CRM. We're just evaluating the CRM right now, and the ability to integrate with Xero is an absolute deal breaker. Would be great to get an update if this is actually on the road map for HubSpot.

ODICCI_Jacques
Participant

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 !

Lionheart-Paul
Participant

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

Thomas_Vanguard
Participant | Platinum Partner

 Please hurry up and add this 😄

Sam_Alford
Member | Diamond Partner

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. 

 

Cheers,

Samantha

Lionheart-Paul
Participant

Thanks, Sam - might be just the ticket!

Sam_Alford
Member | Diamond Partner

No worries at all @Lionheart-Paul.

 

Feel free to contact me at support@inboundaddons.com if you have any questions or need other things added to it to make it more useful for your business.

 

samuelzawadzki
Member

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! 

Sam_Alford
Member | Diamond Partner

Hi all,

 

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.

 

Cheers,

Sam

patricko
Participant

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. 

Sam_Alford
Member | Diamond Partner

Hey @patricko,

 

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?

 

Cheers,

Sam