Sync your CRM and accounting data automatically. Stop manually creating invoices from closed deals, reconciling customer records between systems, or hunting down payment status to update your pipeline.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a deal moves to closed-won in HubSpot, automatically generate a corresponding invoice in Xero with line items, contact details, and payment terms. No more manual invoice creation or data re-entry between sales and finance.
Keep customer information consistent between CRM and accounting. When contacts are created or updated in HubSpot, their details sync to Xero as customer records, ensuring billing information stays current without finance team intervention.
Automatically mark deals as paid and update revenue recognition dates in HubSpot when invoices are marked as paid in Xero. Sales teams get real-time visibility into collections without asking finance for updates.
Monitor accounts receivable status and notify account owners when their customers have overdue invoices. Creates tasks in HubSpot for sales reps to follow up, turning collections into a coordinated effort between sales and finance.
Automatically pull closed deal data from HubSpot and match it with invoice and payment records from Xero. Build comprehensive revenue reports showing forecast vs. actuals, outstanding AR by customer, and revenue by deal source without spreadsheet exports.
Surface key financial metrics from Xero directly in HubSpot company records. Sales teams see total invoiced, outstanding balance, average payment time, and credit status without switching systems, enabling smarter conversations about terms and upsells.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize HubSpot and Xero with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands both HubSpot's deal stages and custom properties alongside Xero's invoice structures and contact matching logic, so your revenue data stays consistent across sales and finance.
Redbird automatically understands how HubSpot deals, line items, and custom fields map to Xero invoices, contacts, and chart of accounts. It handles contact matching by email or company name, converts deal amounts to invoice line items, and maintains custom field mappings between systems. When your HubSpot properties or Xero tracking categories change, Redbird adapts without rebuilding integrations.
faster than exporting deals to CSV and manually creating invoices in Xero
Redbird can pull from HubSpot and Xero simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either HubSpot or Xero.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from HubSpot into Xero, or from Xero back into HubSpot. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any deal change in HubSpot or invoice event in Xero, then take action across both systems.
Trigger when a deal moves to a specific stage like closed-won, contract sent, or negotiation.
Trigger when a new contact is added or existing contact details like email, company, or billing address change.
Trigger when specific company properties change, such as account tier, billing contact, or payment terms.
Set custom deal fields like invoice number, payment status, or amount collected from Xero data.
Assign tasks to deal or contact owners based on accounting events like overdue invoices or payment received.
Log financial events from Xero as timeline activities on contact or company records for full context.
Trigger when a new invoice is created in Xero, whether manually or through automation.
Trigger when an invoice status changes to paid, either fully or partially.
Trigger when an invoice passes its due date without payment, based on your Xero aging logic.
Generate new invoices from HubSpot deal data with line items, contact details, and custom fields.
Sync customer records in Xero with the latest information from HubSpot contacts or companies.
Automatically issue credit notes when deals are marked lost post-invoicing or refunds are processed.
Stop manually bridging the gap between sales and finance. Connect HubSpot and Xero with Redbird to automate invoicing, keep customer records in sync, and give every team visibility into the full revenue cycle.