Integrate HubSpot
with Xero
Data Solutions
Connect HubSpot with Xero to bridge CRM and accounting workflows, enabling better visibility between sales and finance. Using KingswaySoft’s ETL-based integration, you can exchange structured data between systems to support billing, contact syncing, and account updates.
Sample Integration Use Case
Send HubSpot Contact Data to Xero for Invoicing
Your sales team uses HubSpot to manage deals and contacts, while your finance team handles billing in Xero. When a deal is closed in HubSpot, ETL workflows extract relevant contact and company data and send it to Xero to create or update customer records.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
Bridge Sales and Finance Operations with CRM and Accounting Sync
Moving HubSpot data into Xero enables faster billing and improved visibility across departments.
Reduce Manual Data Entry and Improve Data Consistency
Automated ETL workflows ensure accurate record transfer between platforms without rekeying or duplicate entries.
Aligned Data and Improved Workflows
Sync contact and deal records between HubSpot and Xero to support billing, reporting, and account alignment.
| Scenario | Data Movement | Business Outcomes |
|---|---|---|
| Create a new customer in Xero from HubSpot | HubSpot → Xero | Start invoicing quickly after deals are closed |
| Update billing contact details in Xero | HubSpot → Xero | Ensure Xero has the most current customer data |
| Deliver deal value for invoice creation | HubSpot → Xero | Auto-populate invoice amount from CRM |
| Track invoice status in HubSpot | Xero → HubSpot | Keep sales informed on customer payment progress |
| Schedule daily CRM-to-accounting syncs | HubSpot ↔ Xero | Maintain alignment across both teams |
System Compatibility
Integration Tools Built for Each System
HubSpot
Access contacts, deals, and company records with support for field mapping and data sync.
Learn More
Xero
Work with contact, invoice, and transaction data to support CRM and finance alignment.
Learn MoreAccess the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.
Comprehensive Integration Solution
Using Our SSIS Ultimate Edition
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