HubSpot and Xero together: invoice chasing with context
Xero tells you what's owed. HubSpot tells you who owes it and how much the relationship is worth. AutoSettle reads both, decides who to chase and how firmly, runs the sequence across email, SMS, WhatsApp and post, and reports back into HubSpot.
- Live Xero balances net of credit notes and part-payments
- HubSpot contact and deal properties as workflow conditions
- One recovery timeline per debtor across both systems
- Chase outcomes logged to the HubSpot record
Why two systems alone isn't enough
Xero can only remind
Built-in reminders are a single generic nudge. No escalation, no risk scoring, no payment plans, no context about the customer.
HubSpot can't see the ledger
Your CRM has no idea which of those lovely customer records is 60 days overdue.
The join happens in a spreadsheet
Someone exports both, VLOOKUPs them together, and decides who to chase — every single month.
Outcomes never travel back
Even when chasing works, the CRM stays silent about arrears, disputes and promises to pay.
How the two connect
Connect Xero
Official OAuth. Sales invoices, credit notes, contacts and payments sync in, across multiple organisations if needed.
Connect HubSpot
Official OAuth. Your full contact and deal property schema becomes available in the workflow builder.
Write one combined rule
Xero conditions and HubSpot conditions in the same workflow, with a plain-English summary of what you've built.
Recovery runs and reports back
Chases escalate on schedule, payments stop them instantly, and activity can be written to the HubSpot timeline.
What the combination gives you
Prioritised chasing
Risk score from payment behaviour, importance from CRM value — chase in the order that protects both cash and relationships.
No wrong chases
Net balances from Xero mean nobody is chased for a credited or part-paid invoice.
One shared picture
Finance works in AutoSettle, sales sees the same story on the HubSpot record.
Frequently asked questions
Related
Join your CRM and your ledger
Connect Xero and HubSpot and let AutoSettle handle the chasing in between.