Smoothx’s HubSpot to Xero Integration

Smoothx’s HubSpot to Xero integration allows businesses to seamlessly connect their CRM with their accounting system. Sync data bi-directionally, automate workflows, and ensure that your financial and customer records stay accurate and consistent.

5 stars

1,600+ installs ➝

Seamlessly connect your CRM and accounts with HubSpot-Xero.

Automate finances to save time and reduce manual effort.

Enjoy 24/7 support. Access premium support anytime, day or night.

✔ Compatible with all HubSpot plans.

Bi-Directional Company Syncing

Keep your customer and company records synchronized across HubSpot and Xero. Updates made in one platform will automatically reflect in the other, ensuring consistent data across systems.

✔ Compatible with all HubSpot plans.

Bi-Directional Deal Syncing

Effortlessly sync deals between HubSpot and Xero in real-time. Any updates to deal stages are instantly reflected, enabling accurate financial records and streamlined workflows.

✔ Compatible with all HubSpot plans.

Real-Time Xero Financial Data in HubSpot

Access live financial data from Xero within HubSpot. View key metrics, invoice statuses, and payment information to gain real-time insights into your business’s financial health—all without leaving HubSpot.

Shared Data

Xero

HubSpot

Contacts

Companies

Products/ Services

Quotes/ Invoices

Invoices

Quotes/ Invoices/Payments

Products

Deals

Invoices

CRM Cards

Benefits at a Glance

Feature

Benefit

Automated Data Syncing

Reduces manual work and errors

Real-Time Financial Insights

Streamlined Workflows

Customizable Mapping

Improves decision-making by integrating live financial data

Aligns sales and accounting teams for improved collaboration

Fits your unique business needs and processes

Why Smoothx?

Smoothx provides a secure, reliable, and user-friendly solution to connect HubSpot and Xero. Businesses choose us because:

Quick & Easy Setup

Get set up with our one time quick & easy configuration.

Customisable

Customise your integration to suit your business needs.

Data Unification

Unify your data seamlessly across Procore and Xero.

Get Started Today

Ready to transform the way your sales and accounting teams collaborate?

Contact us to schedule a demo

Learn more about our HubSpot to Xero integration!