Xero and HubSpot
Every quote sent from Xero, followed up in HubSpot
Every quote sent from Xero becomes a HubSpot deal that moves to won or lost when the customer answers, so your pipeline shows every open quote and sales knows which ones to chase.
- Draft quotes stay in Xero
- Deals follow the customer's answer
- Official sign in for both
Quote in XeroQU-0087 Atlas Logistics$14,500Draft
Deal in HubSpotQuote QU-0087$14,500Not created- Quote in XeroQU-0087 Atlas Logistics$14,500Sent
- Deal in HubSpotQuote QU-0087$14,500Open
Every step runs on its own, on each sync.
How it works
From a sent quote to a won deal
What happens on every sync, and where your team takes over.
- 1In Xero
Your contacts reach HubSpot
- Xero contacts become HubSpot contacts.
- An invoiced Xero contact moves to lifecycle stage Customer, never lower.
- 2In Xero
A quote is sent
- It becomes a deal in your first HubSpot deal pipeline, in the first open stage, named Quote and its number, with the quote total as the amount.
- Draft quotes stay in Xero.
- 3In HubSpot
The customer answers
- Accepted moves the deal to won; declined or expired moves it to lost.
- A closed deal is never reopened, and a quote already declined before its first sync makes no deal.
- 4In HubSpot
Sales follows up
- Every open quote is a deal your team can chase, report on and attach tasks to.
- A deal made from a quote is never invoiced again, even by a won deal rule in another integration: Xero turns the accepted quote into the invoice itself.
Ready when you are
Create this setup in one click
This button sets up the integration for you in CRM Connector, with everything on this page already chosen. All that is left is connecting your two systems and pressing start.
Filled in for you
- Contacts, Xero into HubSpot
- Sent quotes become deals
- The setup opens, filled inXero and HubSpot are chosen and the record types below are ticked, exactly as on this page.
- No account yet? No problemSign in or create an account first, and you land straight back in this setup afterwards.
- You connect and checkSign in to both systems, look over the fields and filters, and change anything you like. Nothing syncs until you press Start syncing.
Set it up your way
Your choice, your rules
Pick the view your sales team works from.
How quotes show in HubSpot
- For teams that track quotes in their deal pipeline.
- Every sent quote becomes a deal that moves to won or lost by itself.
Use one, not both: a HubSpot quote already sits on a deal, so turning its Xero copy into a deal as well would give the same sale a second deal.
What you decide
From which date
Only quotes sent on or after the date you pick become deals, so old quotes never fill your pipeline.
Which contacts
Everyone, or only contacts that already have a Xero invoice.
Also works with
Not on HubSpot?
Sent Xero quotes become deals that follow the customer's answer in these CRMs too.
FAQ
Questions about this setup?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Get started
Set it up in about five minutesEvery plan starts with a 7 day free trial
The setup opens with Xero and HubSpot and every record type on this page filled in. Connect both systems, check it, and watch the first sync run.