Sales Integrations

Martin07
Member

Hubspot CRM / Deal to Xero Invoicing

SOLVE

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?

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1 Accepted solution
HBevan
Solution
Participant

Hubspot CRM / Deal to Xero Invoicing

SOLVE

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

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HBevan
Solution
Participant

Hubspot CRM / Deal to Xero Invoicing

SOLVE

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

Martin07
Member

Hubspot CRM / Deal to Xero Invoicing

SOLVE
Thanks Harry.

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

Hubspot CRM / Deal to Xero Invoicing

SOLVE

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🤔

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