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 ![]()
2,000+ installs ➝
✔ 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.
Smoothx’s HubSpot to Xero Integration
Shared Data
Xero
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?
Experience Smoothx with a live demo
Schedule an expert-run, 30 minutes tour of the platform.