HubSpot Xero Integration
Turn HubSpot closed deals into Xero invoices in seconds. Contacts sync, invoices generate, and nothing gets re-typed.
The most-used recipe
HubSpot
CRM
DeskFerry agent
HubSpot deal → Xero invoice
Runs on its own
Xero
Business Management
Popular workflows
What you can automate between HubSpot and Xero
These are the most popular automations teams set up between HubSpot and Xero. Each one runs automatically once activated — no manual steps.
HubSpot deal → Xero invoice
Closed HubSpot deals become Xero invoices automatically — contact, line items, and amounts all mapped.
Sync contacts to Xero
HubSpot contacts push to Xero as contacts, keeping your accounting record clean without manual entry.
Payment received → HubSpot deal update
When Xero flips an invoice to paid, the related HubSpot deal gets a custom property update so sales knows money has landed.
How data flows
What syncs between HubSpot and Xero
When an event occurs in HubSpot, the relevant data is automatically sent to Xero. DeskFerry maps the fields between both apps so the data arrives in the right format — no manual formatting or exports required.
Data from HubSpot
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
Data from Xero
- Records
- Events
- Status updates
- Timestamps
- Custom fields
Step-by-step guide
How to connect HubSpot to Xero
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active HubSpot account with API access enabled
- An active Xero account
- A free DeskFerry account (sign up takes 30 seconds)
- Admin or API access in HubSpot to authorize the connection
- Step 01
Create your DeskFerry account
Sign up at deskferry.app — it takes 30 seconds and starts a 7-day free trial. You'll land on the dashboard where you can create your first workflow.
- Step 02
Authenticate HubSpot
Click "Add Connection" and select HubSpot from the app directory. You'll be redirected to HubSpot's authorization page. Grant DeskFerry read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
- Step 03
Authenticate Xero
Same process for Xero. Click "Add Connection," select Xero, and authorize access. Grant DeskFerry access to your Xero account. You control exactly which data the integration can read and write.
- Step 04
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: hubspot deal stage = closed won or new contact in hubspot. The trigger fires automatically whenever that event happens — no manual intervention.
- Step 05
Configure the action
Define what happens when the trigger fires. For example: create invoice in xero. Map the data fields between HubSpot and Xero so the right information lands in the right place.
- Step 06
Test and activate
Run a test to confirm data flows correctly between HubSpot and Xero. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — DeskFerry handles retries, error logging, and monitoring automatically.
Benefits
Why connect HubSpot and Xero?
Manually moving data between HubSpot and Xero is error-prone and eats into your team's productive hours. Connecting them through DeskFerry eliminates that overhead — events in one app trigger actions in the other automatically.
Tips
Tips for your HubSpot + Xero integration
Get more out of this integration with these best practices.
Use cases
Who uses the HubSpot + Xero integration?
Teams across industries connect HubSpot and Xero to streamline their workflows.
Teams using HubSpot and Xero together
Businesses automating crm workflows
Organizations streamlining business management processes
FAQ
Frequently asked questions
How do I connect HubSpot to Xero?
Sign up for a free DeskFerry account, then click "Add Connection" to authenticate both HubSpot and Xero via OAuth. Choose a workflow template — like syncing crm events to business management actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between HubSpot and Xero?
You can automate a wide range of workflows: sync new HubSpot events to Xero actions, trigger Xero updates when HubSpot data changes, create Xero records from HubSpot events, and build conditional workflows with filters and field mapping. Each workflow runs 24/7 with automatic retries.
Is the HubSpot and Xero integration free?
DeskFerry's 7-day free trial is enough to prove the workflow out. If your HubSpot-to-Xero workflows need more volume, paid plans start at $49/month with unlimited workflows and priority execution.
Is my HubSpot data secure when connected to Xero?
Yes. DeskFerry uses OAuth 2.0 for authentication — we never store your HubSpot or Xero passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your crm data is only accessed when a workflow runs, and you can revoke access at any time from your DeskFerry dashboard.
Can I sync data both ways between HubSpot and Xero?
Yes. You can set up workflows that trigger from either HubSpot or Xero. For example, create a workflow where HubSpot events update Xero, and a separate one where Xero changes sync back to HubSpot. Each direction is configured independently so you have full control.
Do I need technical skills to connect HubSpot and Xero?
No coding is required. DeskFerry's builder is prompt-based: you describe the trigger and what should happen in plain English, and the agent handles the field mapping. If you can use HubSpot and Xero, you can set up the integration. Most users are running their first workflow within 10 minutes.
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Automate HubSpot + Xero
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