HubSpot + Xero Integration Specialist

HubSpot + Xero Integration Specialist (UK, B2B, Light Automation)

Description
I’m looking for an experienced HubSpot consultant to help me set up and sanity-check a clean, Xero-led workflow.

We use HubSpot for CRM and deal tracking, and Xero as our accounting system of record. Payments are primarily via bank transfer (BACS), and invoices are high-value B2B (£4,000+).

This is not a complex build, but it needs to be done thoughtfully to avoid duplication, confusion, or broken syncs.

What I need help with

Review and configure the HubSpot–Xero integration (Xero leads)

Ensure invoices created in Xero sync correctly into HubSpot

Set up deal pipelines and properties so invoice and payment status is visible in HubSpot

Create internal alerts/tasks in HubSpot when invoices become overdue

Advise on best practice for a relationship-led, low-volume, high-value invoicing model

Document the final workflow clearly (simple handover)

What I do NOT need

Replacing Xero

Heavy custom development

Complex middleware or over-automation

Ideal experience

Proven experience with HubSpot + Xero integrations

Comfortable working with UK businesses and VAT

Strong understanding of B2B sales workflows

Able to explain things clearly to a non-technical founder

Project scope

Short project (likely a few hours)

One-off setup + guidance

Potential for ongoing ad-hoc support if it’s a good fit

Please include:

Examples of similar HubSpot/Xero work

Your approach to keeping CRM and accounting cleanly separated

Availability over the next 2 weeks