Exploring Tools for HubSpot and Xero Integration with CPQ Features

·May 21, 2025 12:12 PM·

Hey all, I'm currently exploring tools to bridge HubSpot and Xero for billing, and ideally looking for something that also has CPQ capabilities. We're currently running into challenges with mid-term subscription changes, and it's getting pretty messy in our current setup. The dream solution would: Handle quote-to-cash cleanly, especially when subscriptions change mid-term, and make it easier for sales guys to configure and quote. Support contract management directly in-platform (not sure if possible) Offer a future-proof path to self-serve — e.g., something we can eventually link to our website for customer-driven changes or renewals I've already had a demo with DealHub, and have demos with SequenceHQ and MonetizeNow lined up this week. If anyone has experience with those or can recommend other tools that might fit the bill, I'd really appreciate the input. Thanks

8 comments

· Sorted by Oldest

Ross D.
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Lawrence C. Hey Lawrence, I have and it is so almost there but not quite. On point two where it said to try DealHub, that is one that I've looked into, conscious it may be a white whale.
👍1
Paris P.
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Check out Hapily. I demoed several CPQ solutions and that one was by far the most robust, built in HubSpot solution.
Alex L.
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DealHub's contract lifecycle management (CLM) feature definitely would work. Overall, DealHub also syncs perfectly to HubSpot's line item details... to push in term length, billing period/frequency and then allows you to use HubSpot's native revenue-related reporting to see what was won, added, lost or up for renewal. Big fan
Ross D.
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Paris P. Thanks for this and looks great but unfortunately doesn't help with linking with finance, which is really how I can get the budget
Ross D.
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Alex L. Thanks Alex. I'm in conversation with them, but they don't seem to be that ingrained with Xero as I think it's predominantly used in the UK and they are a US company
👍1
jayaprakash R.
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Hey Ross D. - totally hear you on the mid-term subscription complexity and CPQ headaches. We’ve worked with teams in similar situations and I think our platform, DataviCloud, could be worth a look. Here’s what we cover:
Mid-term subscription changes handled cleanly, including proration, upgrades/downgrades, and renewals - no more billing mess.
CPQ built for sales teams - guided quoting, approvals, custom bundles, and contract generation all in one place.
Contract lifecycle management is native - no need for third-party tools.
Self-serve ready - our customer portal can connect to your site for automated upgrades, payments, and renewals.
We're built to unify quote-to-cash across tools like HubSpot and Xero, with a strong focus on flexibility and automation. Happy to set up a quick walkthrough if you’re exploring alternatives to DealHub or MonetizeNow. Either way - good luck with your vendor reviews!
Alyssa P.
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hey Ross D. have you heard of Tabs? (https://tabs.inc/blog/usage-based-billing). It is a great automation and AI-driven tool for finance AND rev ops alike. They also handle mid-term subscription changes. good option for midmarket companies.
Aashish R.
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I would suggest https://getsimplify.ai/. They can do the quote to cash cleanly.

Exploring Tools for HubSpot and Xero Integration with CPQ Features | RevGenius

Ross D.
·
·
Lawrence C. Hey Lawrence, I have and it is so almost there but not quite. On point two where it said to try DealHub, that is one that I've looked into, conscious it may be a white whale.
👍1
Paris P.
·
·
Check out Hapily. I demoed several CPQ solutions and that one was by far the most robust, built in HubSpot solution.
Alex L.
·
·
DealHub's contract lifecycle management (CLM) feature definitely would work. Overall, DealHub also syncs perfectly to HubSpot's line item details... to push in term length, billing period/frequency and then allows you to use HubSpot's native revenue-related reporting to see what was won, added, lost or up for renewal. Big fan
Ross D.
·
·
Paris P. Thanks for this and looks great but unfortunately doesn't help with linking with finance, which is really how I can get the budget
Ross D.
·
·
Alex L. Thanks Alex. I'm in conversation with them, but they don't seem to be that ingrained with Xero as I think it's predominantly used in the UK and they are a US company
👍1
jayaprakash R.
·
·
Hey Ross D. - totally hear you on the mid-term subscription complexity and CPQ headaches. We’ve worked with teams in similar situations and I think our platform, DataviCloud, could be worth a look. Here’s what we cover:
Mid-term subscription changes handled cleanly, including proration, upgrades/downgrades, and renewals - no more billing mess.
CPQ built for sales teams - guided quoting, approvals, custom bundles, and contract generation all in one place.
Contract lifecycle management is native - no need for third-party tools.
Self-serve ready - our customer portal can connect to your site for automated upgrades, payments, and renewals.
We're built to unify quote-to-cash across tools like HubSpot and Xero, with a strong focus on flexibility and automation. Happy to set up a quick walkthrough if you’re exploring alternatives to DealHub or MonetizeNow. Either way - good luck with your vendor reviews!
Alyssa P.
·
·
hey Ross D. have you heard of Tabs? (https://tabs.inc/blog/usage-based-billing). It is a great automation and AI-driven tool for finance AND rev ops alike. They also handle mid-term subscription changes. good option for midmarket companies.
Aashish R.
·
·
I would suggest https://getsimplify.ai/. They can do the quote to cash cleanly.