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
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