Xero HubSpot

Xero + HubSpot Integrations

Put Xero + HubSpot to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Xero and HubSpot below — describe the exact one you want above and the Agent builds it on demand.

Xero For Closed Deals on Hubspot Sync HubSpot deals to Xero as invoices automatically — contacts matched, line items mapped, and payment status tracked back in HubSpot without manual re-entry. See details
Turn closed deals into client invoices When a deal is marked won in HubSpot, automatically create an invoice in Xero so billing can start without delay. See details
Update deal status when payments arrive When a payment is received in Xero, automatically update the deal stage in HubSpot to keep sales reps informed of account standing. See details
Sync client records between systems When contact details are updated in HubSpot, automatically sync the customer record in Xero to maintain clean billing profiles. See details

Browse the full workflow library →

Looking to achieve something else with Xero and HubSpot?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Xero and HubSpot

Everything Xero and HubSpot can do inside a workflow — the triggers that start one and the actions that run when it fires.

Xero Explore Xero →

Xero is an online accounting platform that helps small businesses manage invoicing, bank reconciliation, purchasing, and expenses.

Triggers
New Bank Transaction

Triggers when a new bank transaction is created.

New Bill

Triggers when you add a new bill. (Accounts Payable).

New Contact

Triggers when you add a new contact.

New Credit Note

Triggers when a new credit note is created.

New Employee

Triggers when a new employee is created (Exclusively for Australian Instances).

New Report

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Actions
Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.

Add Note to Invoice

Add a note which will appear in the invoice history.

Add or Update Stock Items

Creates or updates one or more stock items.

Allocate Credit Note to Invoice

Allocates a credit note to an invoice.

Create Bank Transaction

Creates a new Spend/Receive Money bank transaction.

Create Bank Transfer

Transfers money between two bank accounts.

HubSpot Explore HubSpot →

HubSpot is an inbound marketing, sales, and customer service platform that helps businesses attract and manage leads.

Triggers
New Company

Triggers when new company is available.

New Contact

Triggers when new contact is available.

CRM Object Recently Created

Triggers when a CRM object is recently created.

Company Recently Created or Updated

Triggers when a company recently created or updated.

Contact Recently Created or Updated

Triggers when a contact recently created or updated.

Line_item Recently Created or Updated

Triggers when a line_item recently created or updated.

Actions
Update Contact Subscription Preferences

Adds a contact to one or more subscription types in HubSpot.

Add Contact to List

Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

Create Company Deprecated

Creates a new company. Deprecated, please switch to "Create Company" action for the most reliable experience with your Zap.

Create Company

Creates a Company in HubSpot.

Create Contact

Creates a Contact in HubSpot.

Create Associations

Creates associations between objects.

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Customer Stories

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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

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FAQ

Common questions about Xero + HubSpot

Is there a pre-built Xero + HubSpot automation?

Yes — see the real automations above, already live on Knit. The Agent can also build a custom one if what you need isn't listed.

Does this require a pre-built Xero or HubSpot connector?

No. The Agent works whether or not Xero or HubSpot already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does linking Xero and HubSpot streamline the sales-to-finance handoff?

Closing a deal in HubSpot can instantly create an invoice in Xero, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Xero update deal stages in HubSpot?

Yes, when a customer settles an invoice in Xero, the corresponding deal stage in HubSpot can automatically update to reflect a completed transaction.

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