Standard HubSpot-Xero connectors fail when your operations scale. We write custom API middleware that handles multi-line invoices, custom VAT calculations, and triggers syncs at the exact millisecond a sales deal is marked closed-won.
Deal-to-Invoice Automation
Eliminate manual invoicing errors. The moment your sales reps move a deal to "Closed Won" in HubSpot, our backend script generates a draft invoice in Xero, matches contact accounts, sets correct payment terms, and updates the invoice status back inside HubSpot.
Accurate Tax & VAT Mapping
Standard connectors struggle with tax rules. We configure custom tax mappings based on your client's geolocation and the specific services sold in HubSpot, ensuring invoices match your UK VAT rules in Xero perfectly.
Real-time Payment Triggers
Keep sales teams updated. When an invoice is paid and reconciled in Xero, our webhook immediately informs HubSpot, moving the corresponding deal to "Paid" and triggering customer onboarding emails automatically.
Frequently Asked Questions
Why not use standard HubSpot-to-Xero marketplace sync apps?
Marketplace apps have rigid mapping rules. If you need complex line item matching, tax rate calculations based on HubSpot custom properties, multiple branding themes, or automatic reconciliation, you need a custom Xero API integration.
Can you sync contacts bi-directionally?
Yes. We build workflows that sync updates. If a customer edits their address in HubSpot, it automatically updates their contact record in Xero, keeping your sales and accounting databases synchronized.
How do you handle deal-to-invoice automation?
When a deal reaches a specific pipeline stage (e.g. "Closed Won"), our integration automatically compiles deal items and generates a draft or approved invoice in Xero with matching sales categories.