Phoenix - Your AI AssistantCreate a xero invoice when a hubspot deal closes
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4 days
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What you get with this Offer
Who this is for: sales teams who retype closed HubSpot deals into Xero invoices.
What you get for £145:
- One pipeline stage trigger from HubSpot to one Xero invoice or draft invoice template
- Field mapping for contact, line items or amount, and reference
- Test run on sample deals plus a short handover
- One revision round within the original scope
Not included: full chart of accounts redesign, multi-currency edge cases, or rewriting your whole finance stack.
Why me: I connect CRM and finance systems as small, testable slices rather than big-bang projects.
What you get for £145:
- One pipeline stage trigger from HubSpot to one Xero invoice or draft invoice template
- Field mapping for contact, line items or amount, and reference
- Test run on sample deals plus a short handover
- One revision round within the original scope
Not included: full chart of accounts redesign, multi-currency edge cases, or rewriting your whole finance stack.
Why me: I connect CRM and finance systems as small, testable slices rather than big-bang projects.
What the Freelancer needs to start the work
- HubSpot portal access and the deal stage that means closed-won
- Xero organisation access and the invoice template to use
- Two or three sample closed deals for testing