The quick answer is, Yes! There is a native integration available on HubSpot’s Marketplace. For those of you who have additional requirements a custom integration may be needed.
HubSpot & Xero
Integrate your software to align your systems, improve your reporting data and accelerate business growth.
Quick Links:
1. What is the Xero and HubSpot integration?
2. Why should you integrate Xero and HubSpot?
3. How do you integrate Xero and HubSpot?
"Integrating your accounting software with your CRM gives you further insight into your customer to provide a 360-degree view of your relationship and their billing habits.
Having access to this insight alongside your customers' existing marketing, sales and service analytics, provides a unique ability to leverage this billing data to segment audiences, identify trends and forecast future billings all from a unified platform."
Kye Bessant, our Solutions Architect from Modern Visual.
It's essential to consider the “what, why and how” before diving in.
1. What is the integration of Xero and HubSpot?
The Xero and HubSpot integration connects your accounting software (Xero) with your customer relationship management (CRM) system (HubSpot). This allows for a seamless flow of data between the two platforms, improving efficiency and providing valuable insights.
There are two ways to integrate, with native or custom solutions. Native solutions offer a pre-built foundation, while custom solutions provide tailored functionality. The best choice depends on the specific needs of your business, weighing the benefits of speedier implementation and cost against the need for flexibility and customisation.
Native vs. Custom Solutions
What are Native and custom solutions?
Native integrations are pre-built apps, whereas custom solutions offer much more flexibility when integrating your software.
The Xero and HubSpot Integration app has built-in functionality and standard components. This app offers pre-configured features that require minimal setup, making implementation faster and more cost-effective compared to custom solutions.
➡️The Xero and HubSpot integrations features can be found here,
in the app market place.
Why you might choose to use the Native Xero and HubSpot app:
The native app features for Xero and HubSpot:
Custom Solutions
What do custom integrations usually entail?
Offering high levels of flexibility, these solutions can be adapted to evolving business needs. However, custom integrations typically require more time, resources and investment compared to pre-built options. While the initial costs and development time are higher, they can provide a unique competitive advantage by offering features tailored to specific business processes.You can tailor exactly how you want your business to operate, ensuring you succeed long term.
If you want to do any of the following you may need to consider a custom integration:
2. The "Why"
Why are you wanting to integrate this software? What is the purpose of the integration?
Ideally, you want to sync your accounting software to your CRM to have access to your financial data. You’re enhancing alignment and improving reporting. It enables the opportunity to automate repetitive tasks, save time and reduce human error. It enables you to streamline workflows and brings data from multiple sources into a single platform, eliminating the need for manual data entry. Some reasons you may be wanting to integrate:
Knowing why you want to integrate your software will help you efficiently build a solution that will work for you.
This helps you determine what features you're going to need and whether it's possible to achieve this with a native or custom integration. It shows you the value you're getting from integrating your software and helps you choose the right method for reaching your goals.
3. How do you integrate Xero and HubSpot?
Some things to consider before you start your integration:
First, for a smooth integration you need to ensure your data is unified across platforms, is clean and accurate.
Data Consistency and Quality
Next, look at your core functionalities. Determine which areas of your business will benefit most from the integration, such as contact syncing, invoice creation or financial data transfer.
Third, consider how your team will adopt the new processes and how you will ensure your team successfully manages change.
Create a plan that will provide adequate training to your team on how to use the integrated system effectively. Communicate the benefits of the integration and address any concerns or resistance to change. Include your team in the conversation, offer ongoing support to users during the integration process and after implementation.
Lastly, ensure your data will be protected and managed safely.
Security and Compliance
If you have assessed your specific needs to determine you will use the native integration, you can integrate Xero and HubSpot by following these instructions on the App marketplace.
Want to integrate Xero and Hubspot?
Get in touch with our team and we’ll help you find the best solution for your business. We’ll help you choose between native and custom solutions to ensure you get the best outcome to reach your goals.