Native Connections: HubSpot with NetSuite & Xero
HubSpot offers robust integration capabilities designed to seamlessly connect with leading financial platforms, ensuring your critical data flows freely and accurately.
Bridging the Gap: The Power of CRM and Financial Integration
For truly holistic business growth, your sales, marketing, and service data must seamlessly integrate with your financial records. Data silos, where information is isolated in separate systems, hinder accurate forecasting, efficient operations, and a complete understanding of your customer's journey. Integrating HubSpot CRM with your financial systems like NetSuite or Xero eliminates these divides, providing a comprehensive 360-degree view of your customers and their full financial history. This crucial connection empowers every department to make informed, data-driven decisions.

HubSpot + Xero Integration
HubSpot-Xero integration is perfect for SMBs. It simplifies accounting and customer management by syncing contacts, invoices, and payments for real-time financial context and effortless operations.

HubSpot + NetSuite Integration
HubSpot-NetSuite integration delivers comprehensive two-way data sync for growing businesses. Automatically connect customer, sales, invoice, and payment data to streamline quote-to-cash and gain unified revenue insights.

Why Integrate HubSpot CRM and Xero for Better Business?
Xero and HubSpot integrate to provide complete, end-to-end visibility into your customer's journey, spanning from initial contact to paid customer invoice, all accessible from a single, centralized location.

Sync your contacts between HubSpot CRM and Xero
Your contacts from Xero seamlessly sync with HubSpot CRM. This integration empowers your sales and marketing teams with vital invoice and payment data directly on the contact record, enabling comprehensive inbound strategies and easy access to financial context.

Create invoices inside HubSpot CRM
For businesses in Australia, New Zealand, or the United Kingdom, your sales team can efficiently create invoices directly inside HubSpot CRM. These invoices automatically sync into Xero for approval by the accounting team, streamlining the billing process without ever leaving HubSpot.

Trigger automation via HubSpot workflows based on invoice properties
Leverage HubSpot workflows to trigger powerful automations based on invoice properties. For example, if a customer's invoice remains unpaid, you can automatically send personalized email reminders, eliminating manual follow-ups and ensuring timely payments.
Seamless Synergy: Why Integrate HubSpot CRM & NetSuite?

Sync Your NetSuite Customer Data to HubSpot
Automatically sync vital NetSuite customer data (status, contacts, sales rep details, and key profiles) to HubSpot. This empowers advanced lead scoring, smart list creation, workflows, and content personalization directly within your CRM.

Close the Loop with Lifecycle Stage and Revenue Reporting
Advance HubSpot lifecycle stages automatically as NetSuite customer status syncs. This integration, supporting invoices, estimates, sales orders, and other transactions, empowers HubSpot with real conversion data for precise reporting and automation.

Quote Directly Out of HubSpot
Generate NetSuite quotes and sales orders directly from HubSpot using integrated extensions. This robust integration, with extensive object and field mappings, eliminates the need for system toggling, providing all pertinent data in one unified platform.

Instant Access to HubSpot Lead Intelligence Data in NetSuite
Access comprehensive HubSpot lead intelligence directly within NetSuite. All crucial lead data syncs to native NetSuite fields, providing immediate context. Easily view the HubSpot public contact page, complete with its embedded Mini Timeline, just a click away.