HubSpot Xero Integration

Turn HubSpot closed deals into Xero invoices in seconds. Contacts sync, invoices generate, and nothing gets re-typed.

What you can automate between HubSpot and Xero

  • HubSpot deal → Xero invoice

    Closed HubSpot deals become Xero invoices automatically — contact, line items, and amounts all mapped.

    Trigger
    HubSpot deal stage = Closed Won
    Action
    Create invoice in Xero

  • Sync contacts to Xero

    HubSpot contacts push to Xero as contacts, keeping your accounting record clean without manual entry.

    Trigger
    New contact in HubSpot
    Action
    Create or update Xero contact

  • Payment received → HubSpot deal update

    When Xero flips an invoice to paid, the related HubSpot deal gets a custom property update so sales knows money has landed.

    Trigger
    Xero invoice marked as paid
    Action
    Update HubSpot deal property

What syncs between HubSpot and Xero

When an event occurs in HubSpot, the relevant data is automatically sent to Xero. Arahi maps the fields between both apps so the data arrives in the right format — no manual formatting or exports required.

From HubSpot

  • Contacts
  • Deals / opportunities
  • Pipeline stages
  • Notes
  • Custom fields

To Xero

  • Records
  • Events
  • Status updates
  • Timestamps
  • Custom fields

How to connect HubSpot to Xero

What you'll need

  • An active HubSpot account with API access enabled
  • An active Xero account
  • A free Arahi AI account (sign up takes 30 seconds)
  • Admin or API access in HubSpot to authorize the connection

  1. Create your Arahi AI account

    Sign up at app.arahi.ai — it takes 30 seconds and starts a 7-day free trial.

  2. Authenticate HubSpot

    Grant Arahi read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.

  3. Authenticate Xero

    Grant Arahi access to your Xero account. You control exactly which data the integration can read and write.

  4. Choose your trigger

    Select the event that starts your workflow. Popular triggers include: hubspot deal stage = closed won or new contact in hubspot.

  5. Configure the action

    Define what happens when the trigger fires — for example, create invoice in xero. Map the data fields between HubSpot and Xero.

  6. Test and activate

    Run a test to confirm data flows correctly between HubSpot and Xero, then toggle the workflow on. It runs 24/7 with automatic retries and error monitoring.

Why connect HubSpot and Xero?

Manually moving data between HubSpot and Xero is error-prone and eats into your team's productive hours. Connecting them through Arahi eliminates that overhead — events in one app trigger actions in the other automatically.

  • Automate data flow between your crm and business management tools
  • Eliminate manual data entry between HubSpot and Xero
  • React to HubSpot events instantly with automated Xero actions
  • Save hours each week by connecting HubSpot and Xero through Arahi

Tips for your HubSpot + Xero integration

  • Map your custom fields during setup so data lands in the right place
  • Use deal stage changes as triggers for the most impactful automations

Who uses the HubSpot + Xero integration?

  • Teams using HubSpot and Xero together
  • Businesses automating crm workflows
  • Organizations streamlining business management processes

Frequently asked questions

How do I connect HubSpot to Xero?
Sign up for a free Arahi AI account, then click "Add Connection" to authenticate both HubSpot and Xero via OAuth. Choose a workflow template — like syncing crm events to business management actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between HubSpot and Xero?
You can automate a wide range of workflows: sync new HubSpot events to Xero actions, trigger Xero updates when HubSpot data changes, create Xero records from HubSpot events, and build conditional workflows with filters and field mapping. Each workflow runs 24/7 with automatic retries.
Is the HubSpot and Xero integration free?
Arahi AI includes 100 free actions per month on the Starter plan — enough for most small teams. If your HubSpot-to-Xero workflows need more volume, paid plans start at $49/month with unlimited workflows and priority execution.
Is my HubSpot data secure when connected to Xero?
Yes. Arahi uses OAuth 2.0 for authentication — we never store your HubSpot or Xero passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your crm data is only accessed when a workflow runs, and you can revoke access at any time from your Arahi dashboard.
Can I sync data both ways between HubSpot and Xero?
Yes. You can set up workflows that trigger from either HubSpot or Xero. For example, create a workflow where HubSpot events update Xero, and a separate one where Xero changes sync back to HubSpot. Each direction is configured independently so you have full control.
Do I need technical skills to connect HubSpot and Xero?
No coding is required. Arahi's visual workflow builder lets you configure triggers, actions, and field mapping with clicks. If you can use HubSpot and Xero, you can set up the integration. Most users are running their first workflow within 10 minutes.

Similar integrations