How to set up a HubSpot Xero Integration

If you are a CMO or director seeking to unlock the power of your business data, integrating HubSpot and Xero can be a powerful tool.

It's also always important for businesses to have a clear and organised system in place to manage finances and customer relationships.

One way to achieve this is by integrating HubSpot and Xero for your business.

HubSpot is a popular marketing, sales, and service software that allows you to manage your contacts, create and track marketing campaigns, and analyse website traffic.

Xero, on the other hand, is an online accounting software that enables you to manage your financials, including invoicing, bills, and expenses.

By integrating these two systems, you can streamline your sales and marketing efforts and gain a better understanding of your business's financial performance.

With both of these platforms together, you can get insights into how your campaigns are performing and make better-informed decisions about budgeting and forecasting. Let's take a look at how to set up this integration.

Here's a quick step-by-step guide on how to integrate HubSpot and Xero for your business:

1. Connect your Xero account to HubSpot. In your HubSpot account, navigate to the Integrations menu and select the Xero integration. Follow the prompts to connect your Xero account to HubSpot.
2. Map your HubSpot contacts to Xero contacts. Once your Xero account is connected, you'll need to map your HubSpot contacts to their corresponding Xero contacts. This will ensure that any financial data from Xero is linked to the correct contact in HubSpot.
3. Synchronise your financial data. With your Xero account connected, you'll be able to see your financial data in HubSpot, including invoices, bills, and expenses. This data will be updated automatically, so you always have the most up-to-date information.
4. Track your financial performance. With your financial data synced, you can track your business's performance in HubSpot. You can see how much revenue you're generating, what your expenses are, and how your business is growing over time. This information can be used to make informed decisions about your marketing and sales strategy.
5. Use HubSpot data to improve your financial performance. In addition to tracking your financial performance, you can also use HubSpot data to improve it. For example, you can use data on website traffic and lead generation to identify which marketing efforts are driving the most revenue, and adjust your strategy accordingly.
6. Create a streamlined workflow. With HubSpot and Xero integrated, you'll be able to create a streamlined workflow for your sales and marketing efforts. For example, you can use data from Xero to create targeted marketing campaigns and track their financial performance in HubSpot.

By integrating HubSpot and Xero for your business, you'll be able to gain a better understanding of your financial performance and make more informed decisions about your sales and marketing strategy. You'll also be able to create a streamlined workflow that makes it easier to manage your customer relationships and finances.

However, it's important to note that this is a general guide and depending on the specific needs of your business and team, the integration process may vary. It's always best to consult an expert or professional to guide you through the process and ensure that the integration is done correctly and effectively.

If you’re looking for advice or support with setting up a HubSpot and Xero integration, we can help.

We’re an Elite HubSpot partner agency with extensive experience building both native and custom HubSpot app integrations.

We can also provide additional support with pushing your HubSpot Xero integration further, with ideas around transactional and strategic automation processes that could elevate your results and ROI.

Simply book a free consultation call at a time that suits you, we’d love to chat!