Mautic is an open-source marketing automation software that helps online businesses automate their repetitive marketing tasks such as lead generation, contact segmentation, marketing campaigns, lead scoring, etc.
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.Xero Integrations
It's easy to connect Mautic + Xero without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a form is submitted.
Triggers when new marketing message created.
Triggers when new text message created.
Triggers when a contact updated.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Create a marketing message.
Create a text message
Creates a new contact or updates and existing contact.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Mautic is a marketing automation platform that allows you to connect your other marketing tops, social media, and web analytics into one easy-to-use interface. It helps you accomplish more in less time, so you can focus on growing your business. It operates on four main principles:
Xero is a cloud-based accounting software that allows you to manage your small business finances online. It offers invoicing, budgeting, accounts payable and receivable, payrpl, and other financial functionality. It integrates with many third-party software sputions you may already use, such as Salesforce, MailChimp, and QuickBooks. If you’re looking for an intuitive accounting system that lets you work wherever you are, then Xero could be a good fit. (“Xero Review | Software Reviews & Ratings.” 2017)
Mautic integrates with Xero so you can manage all your customer data in one place. You can also create a stronger connection between your marketing campaigns and your customer relationships. For example, if you send a campaign about next week’s sale via email, then you can reach out to those customers via social media by posting about the sale on Twitter and Facebook.
With integration of Mautic and Xero, you can build relationships with your customers throughout the entire customer lifecycle. Mautic allows you to build deeper customer profiles and gives you a complete overview of how customers move through each stage of the lifecycle. You get a clear picture of who your customers are and what they do when they interact with your brand or your content. This allows you to better understand why they’re interested or not interested in your product or service. You can use this knowledge to tailor your messaging accordingly. You can also see which types of offers attract your customers, and you can see which of those offers converts the best. (Mautic, “Support Center | Mautic Core | Integrations | Xero Integration” 2017)
With integration of Mautic and Xero, you can better understand your customers’ needs throughout the customer lifecycle. You can also stay in touch with your customers more effectively and maintain a consistent message across all your marketing channels. You can learn more about what your customers want from their interactions with your brand by seeing their behavior patterns in the real world. You can also offer them more personalized messaging so they feel like they matter to you and are valued members of your community. (“Mautic?” 2017; “Xero?” 2017)
Integration of Mautic and Xero helps you better understand and engage with your customers. It allows you to build deeper customer profiles so you know more about who they are and why they’re interested in your brand or why they aren’t interested in your brand. You also get a complete picture of how they move through each stage of the customer lifecycle so you know how to approach them at different stages. This allows you to stay in touch with them more effectively over time and build deeper relationships with them over time. You can also offer them more personalized messaging so they feel like they matter to you and are valued members of your community.
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