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HubSpot CRM + NetSuite or Xero

Connect HubSpot CRM to your financial system.

Link customer data in HubSpot with financial data in NetSuite or Xero, so sales, service and finance work from the same records and fewer steps are done by hand.

Book an introduction call Compare the two integrations

Why it matters

Bridging the Gap Between CRM and Finance

HubSpot has native connections to NetSuite and Xero, so customer and financial data can move between the systems without re-keying.

Sales, marketing and service data is most useful when it sits next to the financial record. When the two live in separate systems, forecasts are harder to trust, teams repeat work, and nobody sees the full customer history in one place.

Connecting HubSpot CRM with NetSuite or Xero removes that divide. Each team sees the customer together with their invoices and payments, and can make decisions on the same data.

HubSpot CRM screens showing contact and deal records.
HubSpot CRM. This is HubSpot software, not a Logiframe product, and the data shown is illustrative.
HubSpot contact record with related deals and activity.
A customer record in HubSpot. HubSpot software; data is illustrative.

Two integrations

NetSuite or Xero: Which Connection Fits

The right integration follows the financial system you run.

HubSpot + Xero

Suited to small and mid-sized businesses. Syncs contacts, invoices and payments, so the CRM shows the financial context of each customer and accounting stays simple.

HubSpot + NetSuite

Suited to growing businesses that need two-way sync. Connects customer, sales, invoice and payment data to support quote-to-cash and give one view of revenue.

HubSpot and Xero logos shown together to represent the integration.
HubSpot and Xero integration.
HubSpot and NetSuite logos shown together to represent the integration.
HubSpot and NetSuite integration.

HubSpot + NetSuite

Why Integrate HubSpot CRM and NetSuite

The integration lets marketing and sales use NetSuite data in HubSpot, and gives finance and operations HubSpot lead data in NetSuite.

Sync NetSuite customer data to HubSpot

Customer status, contacts, sales rep details and key profile fields sync from NetSuite to HubSpot. That data can then drive lead scoring, smart lists, workflows and personalised content in the CRM.

NetSuite customer fields mapped to HubSpot contact properties.
NetSuite customer data in HubSpot. HubSpot and NetSuite software; data is illustrative.

Close the loop with lifecycle stage and revenue reporting

As NetSuite customer status syncs, HubSpot lifecycle stages can move forward automatically. The integration supports invoices, estimates, sales orders and other transactions, so HubSpot reports and automation run on actual conversion data.

HubSpot revenue report using transaction data synced from NetSuite.
Revenue reporting with NetSuite data. HubSpot and NetSuite software; data is illustrative.

Quote directly from HubSpot

Sales teams can create NetSuite quotes and sales orders from inside HubSpot. Object and field mappings carry the relevant data across, so reps do not need to switch between systems.

Creating a NetSuite quote from a HubSpot deal record.
Creating a NetSuite quote from HubSpot. HubSpot and NetSuite software; data is illustrative.

HubSpot lead intelligence inside NetSuite

Lead data from HubSpot syncs to native NetSuite fields, so users in NetSuite have the context of each lead. The HubSpot contact page, with its activity timeline, is one click away.

HubSpot lead details shown on a NetSuite record.
HubSpot lead data in NetSuite. HubSpot and NetSuite software; data is illustrative.

For the NetSuite side of the system, see our NetSuite services.

HubSpot + Xero

Why Integrate HubSpot CRM and Xero

Xero and HubSpot together show the customer journey from first contact to paid invoice in one place.

Sync contacts between HubSpot CRM and Xero

Contacts sync between Xero and HubSpot. Sales and marketing teams see invoice and payment data on the contact record, which gives them financial context for each conversation.

Xero invoice and payment data shown on a HubSpot contact record.
Xero data on a HubSpot contact. HubSpot and Xero software; data is illustrative.

Create invoices inside HubSpot CRM

Sales teams can create invoices in HubSpot that sync to Xero for the accounting team to approve.

Availability

Creating invoices in HubSpot is offered for businesses in Australia, New Zealand and the United Kingdom only. It is not currently available to Xero organisations in Indonesia.

Xero sync settings in HubSpot.
Xero sync settings in HubSpot. HubSpot software; data is illustrative.

Trigger HubSpot workflows from invoice properties

HubSpot workflows can act on invoice properties. For example, when an invoice stays unpaid, HubSpot can send the customer a personalised reminder email, so follow-up does not depend on someone remembering.

A HubSpot workflow triggered by a Xero invoice property.
A workflow based on invoice data. HubSpot software; data is illustrative.

For more Xero connections, see Xero integration and optimisation.

Ready to connect your customer and financial data?

Tell us which systems you use today. We will show how HubSpot can connect to NetSuite or Xero for your team.

Book an introduction call Contact us