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Hubspot - Link to Hubspot deal via Xero invoice

Hubspot integration in Xero; a link to the Hubspot deal via the Xero invoice, so that the relating deal can be found more efficiently.

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Danielle Archer shared this idea  ·   ·  Report…  ·  Admin →
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  • Matt Robinson commented  ·   ·  Report

    The HubSpot-Xero integration should pull the "deal name" on HubSpot into the "invoice reference" on Xero. The way the integration currently works means that when you generate invoices from HubSpot the invoice reference on Xero is blank, making it impossible to identify which deals they relate to.