No double entry
Customer details entered once and shared between HubSpot and Xero.
Integration · HubSpot CRM and Xero
HubSpot and Xero integration for UK small businesses
Stop typing the same customer details into two systems. We connect HubSpot and Xero so your sales and accounts work from one set of customer information, and the admin behind every job runs in the background.
Who this is for
For businesses running sales in one place and invoices in another
If you win work in HubSpot (or a spreadsheet) and invoice in Xero, someone is probably re-keying customer details, chasing who has been invoiced and checking two systems to answer one question.
- Customer details are typed into HubSpot and again into Xero.
- Won jobs sometimes don't get invoiced on time.
- Your team can't see whether a customer has paid without asking accounts.
- You want a clear view from first enquiry to paid invoice.
£995 fixed
One-off fee · no VAT charged · live in 1–2 weeks
- Connected and mapped: HubSpot and Xero linked, with customers, companies and products matched.
- Invoicing process set up from won deals, where your plans support it, with invoice details visible in HubSpot.
- You own both accounts and all your data.
- Tested end to end with a real customer and invoice before handover.
- Training for sales and accounts, so both teams know what happens where.
One-off payment. Subject to our HubSpot Implementation & Onboarding Agreement.
Needs custom invoice logic, tax codes or several Xero organisations? Advanced Xero integration is from £2,495, quoted.
What will be different afterwards?
From enquiry to paid invoice, in one joined-up system
Invoices from won deals
When a deal is won, the invoice can be raised from the same record, so nothing gets missed.
Payment status in view
See invoice details against the customer in HubSpot, without logging into Xero.
Admin in the background
Your team spends its time on customers and jobs, not copying data between systems.
Exactly what syncs depends on your HubSpot and Xero plans. We confirm it with you, in writing, before we start.
Has this worked for someone like me?
CS Clean Team: HubSpot and Xero working as one
CS Clean Team is a specialist cleaning business in Nottingham, handling biohazard, trauma and sharps clearance. Customer records and job admin were being handled by hand, taking time away from customers.
We built their website, set up HubSpot CRM and connected it to Xero, so customer and job information flows between the two without double entry.
Read the full case study"Ash has been exceptional in setting up our new web page. He has talked us through every step of the process and made sure we feel confident with all the background work involved. I would honestly highly recommend his services."
Laura Charlton, CS Clean Team Ltd
HubSpot + Xeroconnected, so invoicing and customer records stay in sync
No double entrycustomer details typed once, not twice
Admin in the backgroundso the team spends its time on customers and jobs
What do I have to do, and when?
How we connect HubSpot and Xero
- 01
Map how you sell and invoice
We look at how a job moves from enquiry to invoice, and agree what should sync, in writing, with a fixed price. From you: 30 minutes with whoever handles sales and accounts.
- 02
Prepare both systems
Clean up customer records, match fields and set up the deal stages that trigger invoicing. From you: admin access to HubSpot and Xero.
- 03
Connect and test
We connect the integration and test it end to end with a real customer and invoice. From you: sign-off before it goes live.
- 04
Train and hand over
A short session for sales and accounts, plus written guides. From you: your team at the session.
Our delivery promise
What you can count on from us
We can't control what happens in your market, but we can control how we deliver. Every implementation project comes with these commitments.
Fixed scope, in writing
You know exactly what's included and what it costs before we start. No surprise extras.
A dated plan
You get a project plan with target dates. If a date needs to move, we tell you straight away and why.
Quick replies
We reply within one working day, and you get a progress update every week while we're building.
Tested before launch
Every page, form, email and automation is tested end to end. Nothing goes live until you've signed it off.
Fixed if it's not as agreed
If something we built doesn't work the way we agreed in your specification, we put it right at no extra cost during your support period. New features or extra development are quoted separately.
Yours, with full access
Once paid for, it's yours, with owner-level access to every account. No ongoing fee to keep using it.
Our promise covers how we deliver your project. Results depend on many things outside our control, including how your website and CRM are used after handover, so we don't guarantee specific results or offer refunds based on them. Full terms are in our Client Agreements.
FAQs
Common questions
Does HubSpot integrate with Xero?
Yes. HubSpot connects to Xero through an integration available in the HubSpot App Marketplace. Exactly what you can do depends on your HubSpot plan and how it is set up, which we confirm with you before any work starts.
What does the HubSpot and Xero integration do?
Typically, it lets you see Xero invoice details against customers in HubSpot and create invoices from HubSpot deals, so your sales and accounts teams work from the same customer information without typing it twice.
How much does it cost?
The standard HubSpot and Xero integration is £995 fixed, with no VAT to add. It covers connecting the two systems, matching your customers, companies and products, setting up invoicing from won deals where your plans support it, testing and training. If you need custom invoice logic, tax-code rules, several Xero organisations or a custom-built connection, Advanced Xero integration starts from £2,495 and is quoted. HubSpot and Xero subscriptions are paid to those providers.
Do I need a paid HubSpot plan?
Not always. We check what your current HubSpot and Xero plans support and recommend the lowest plan that does what you need.
Who owns the data?
You do. Your business keeps ownership of both your HubSpot and Xero accounts and all the data in them.
Ask for a fixed quote
Tell us about your HubSpot and Xero set-up
Let us know which HubSpot and Xero plans you use and what you'd like to connect. We'll come back with a fixed price, with no obligation.
Prefer to talk? Call +44 115 647 3819 or book your free Growth Audit.