Skip to content

Integrate Xero with HubSpot to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Xero with HubSpot - no code necessary. See how you can get setup in minutes.

Select a trigger from Xero

A trigger is an event that starts your Zap and runs the workflow. For example, with Xero, a trigger could be "New Bank Transaction."

A trigger is the event that kicks off your automated workflow.

Setup an action from HubSpot

An action is what takes place after the automation is triggered. For example, with HubSpot, the action could be "Add Contact to List."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Xero to HubSpot

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Xero to HubSpot with a Zapier template.

Our most popular template

Create Xero sales invoices for updated HubSpot deal stages
Premium
Details
Try it
HubSpot + Xero
Add new HubSpot contacts to Xero
Premium
Details
Try it
HubSpot + Xero
Create or update Xero contacts when new HubSpot contacts are added to a list
Premium
Details
Try it
HubSpot + Xero
Create HubSpot engagements for new Xero sales invoices
Premium
Details
Try it
Xero + HubSpot
Create sales invoices in Xero for new contacts in HubSpot lists
Premium
Details
Try it
HubSpot + Xero
Send sales invoices by email in Xero when deal stages are updated in HubSpot
Premium
Details
Try it
HubSpot + Xero

Create Xero sales invoices for updated HubSpot deal stages

Premium

HubSpot + Xero

Add new HubSpot contacts to Xero

Premium

HubSpot + Xero

Create or update Xero contacts when new HubSpot contacts are added to a list

Premium

HubSpot + Xero

Create HubSpot engagements for new Xero sales invoices

Premium

Xero + HubSpot

Create sales invoices in Xero for new contacts in HubSpot lists

Premium

HubSpot + Xero

Send sales invoices by email in Xero when deal stages are updated in HubSpot

Premium

HubSpot + Xero

Create bills in Xero for new HubSpot contacts in list
Premium
Details
Try it
HubSpot + Xero
Create bills in Xero for new HubSpot form submissions
Premium
Details
Try it
HubSpot + Xero

Make work flow with AI

Level up your Xero to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Xero + HubSpot integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Xero and HubSpot

What is required to set up the HubSpot and Xero integration?

To set up the HubSpot and Xero integration, ensure you have access to both accounts with the necessary permissions. We facilitate connecting these platforms through a user-friendly interface where you'll authorize each account. Once connected, you can start setting triggers in HubSpot, such as when a new contact is added, which can automatically create an invoice in Xero.

Can I sync existing data between HubSpot and Xero?

While our integration primarily focuses on automating future tasks through triggers and actions, syncing existing data would require a manual data transfer or utilizing additional data import tools. The integration automatically handles workflow-based syncs only.

What actions can be automated with this integration?

Many actions can be automated. For instance, when a deal is won in HubSpot, an invoice can be created in Xero. Similarly, if a payment is received in Xero, the deal status in HubSpot can be updated automatically.

Are there any limitations to the fields that are synced?

Yes, not all fields may be synchronized between HubSpot and Xero with our current setup. Essential fields like customer name, email address, deal amount for HubSpot, and invoice details for Xero are supported by default while custom fields may need additional configuration.

How often does data sync between HubSpot and Xero occur?

The data sync frequency depends on the trigger set up within our platform. Actions take place almost immediately after the trigger event occurs in either system. However, the initial authentication process may cause some delays at first setup.

Can I customize what triggers or actions occur between my systems?

Yes, we offer customizable workflows where you can choose specific triggers from HubSpot—like contact updates or form submissions—and define what action should happen in Xero—such as generating or updating invoices accordingly.

What happens if there’s an error during synchronization?

If an error occurs during synchronization between HubSpot and Xero using our platform, you will receive immediate notifications via email along with detailed logs of what went wrong so you can troubleshoot effectively.

Connect Xero and HubSpot to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Xero and HubSpot to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Payment_type
Trigger
Scheduled
Try It
- Organization
  Required
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Payment_type
Trigger
Scheduled
Try It

- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It

- Organization
  Required
- Invoice ID
  Required
- Note
  Required
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Contact Name
  Required
- Account_number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- Organization
  Required
- Type
- Contact
  Required
- Date
Action
Write
- Organization
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact_number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Discount %
- Discount Amount
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Contact
  Required
- Project Name
  Required
- Deadline for the project
- Project Estimate
Action
Write
- Organization
  Required
- Contact
  Required
- Repeated Invoice Schedule
- Invoice Creation: Frequency Type
  Required
- Invoice Creation: Frequency (Period)
  Required
- Due Date Type: Payment Terms
  Required
- Set Due Dates (Days)
  Required
- Start Date:
  Required
- End Date
- Status
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line_items_type
Action
Write
- Info
- Organization
  Required
- Invoice ID
  Required
- Contact
  Required
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Document ID or Number
  Required
- Amounts Are
Action
Write
- HTTP Method
  Required
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Organization
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Contact Name
  Required
- Account_number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Scheduled
Try It
- Form
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
Trigger
Scheduled
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Channel
  Required
- Body
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Project State
- Blog Post URL
  Required
- Contact Name
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Contact's Email
  Required
Action
Write
- Note
- Note
- Contact's Email
  Required
Action
Write
- Note
- Contact Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

- Organization
  Required
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Status
- Type
Trigger
Scheduled
Try It
- Organization
  Required
- Project State
Trigger
Scheduled
Try It
- Organization
  Required
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Status
Trigger
Instant
Try It
- Organization
  Required
- Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
Try It
- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Credit Note ID
  Required
- Invoice ID
  Required
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Invoice_type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Status
Action
Write
- Organization
  Required
- Purchase Order
  Required
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
Action
Write
- Organization
  Required
- Resource type
  Required
- File
  Required
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Event Type
Trigger
Scheduled
Try It
- Type
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Blog Url
  Required
- Project State
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Contact Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Type
- Assigned To
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact's Email
  Required
- Event ID
  Required
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- HTTP Method
  Required
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Contact Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

Learn how to automate Xero on the Zapier blog

Learn how to automate HubSpot on the Zapier blog

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more Help

Related categories

Accounting

Similar apps

QuickBooks Online

Accounting

FreeAgent

Accounting

Wave

Accounting

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

Learn more Help

Related categories

Marketing Automation

Similar apps

Inbound Now

Marketing Automation, WordPress

Intercom

Customer Support

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Xero to HubSpot on the world's largest no-code automation platform

Sign up with Google

Explore Xero + HubSpot Integrations

woocommerce

Explore Xero + HubSpot Integrations