Integrate your
XERO ERP
with HubSpot.

HubSpot has a native integration with Xero. Two, as a matter of fact. However, they have different capabilities and limitations, and frankly, you’d need to be pretty lucky to have either of them fit perfectly with the way you want to do business.

Getting Started

So, before embarking on an integration, be sure you consider a few things. Most importantly, there’s a fundamental difference in how master data is defined in both systems. Since you’ll want invoices to be compliant, but generated from where the sale happens, ensuring that you sync the data properly is critical.

Integration Scenarios
CRM-ERP-1

Due to the complexity and variety of products, a bidirectional interface is necessary in many companies. For example, to have a direct overview of stock levels when making offers, quotes, and orders are often created in the ERP. New customers, on the other hand, often come from the marketing automation solution or CRM. 
CRM-ERP-2

Software or consulting firms do not have physical stock and often have a manageable service and product portfolio. Here, offers creating  orders in the CRM makes sense, but they should also be available in ERP for service provisioning and billing. 
CRM-ERP-3

If various distribution channels exist in parallel, things become more complex.. This happens when the business also sells parts of the products or services directly online. In this case, orders also come directly from the shop system into the ERP. However, to maintain a complete customer overview, it is necessary to either transfer this data from the commerce system or fetch the order data, including e- commerce contacts, from the ERP. 

Benefits of Integration

Increase efficiency

Greater transparency and a better cross-departmental flow of information within your company increases efficiency, avoids duplication of work, and allows employees to access high-quality and complete information faster.

Better customer experience

By integrating HubSpot and SAP data, you get a holistic view of your customers. The comprehensive information helps you make better decisions, avoid mistakes, and provide personalized customer care.

Boost Sales

Knowing exactly who bought what and when can help you identify upsell, cross-sell, and re-sell potential. You can also use this information to segment customers and execute very targeted marketing campaigns.

Improved data quality

When you integrate your CRM and ERP, you no longer have to transfer data from one system to the other manually. Not only will you reduce workload, you’ll also minimize errors and improve data quality.

Save license fee

By moving some processes from ERP to CRM, we’ve seen our clients realize significant savings on license fees. The ROI on these savings can be just a few months.

At Periti we have done several of HubSpot <-> XERO ERP integrations across varied industries.

Contact us to request a case study or have a free consultation call.

Let's talk about Xero ERP!