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Integrate Xero with ActiveCampaign

Appy Pie Connect allows you to automate multiple workflows between Xero and ActiveCampaign

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About Xero

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.

About ActiveCampaign

ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.

ActiveCampaign Integrations
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Best Xero and ActiveCampaign Integrations

  • Xero Integration ActiveCampaign Integration

    Xero + ActiveCampaign

    Add Contact Note in ActiveCampaign when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    ActiveCampaign Integration Add Contact Note
  • Xero Integration ActiveCampaign Integration

    Xero + ActiveCampaign

    Create/Update Contact to ActiveCampaign from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    ActiveCampaign Integration Create/Update Contact
  • Xero Integration ActiveCampaign Integration

    Xero + ActiveCampaign

    Update Contact in ActiveCampaign when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    ActiveCampaign Integration Update Contact
  • Xero Integration ActiveCampaign Integration

    Xero + ActiveCampaign

    Add Contact Note in ActiveCampaign when New Contact is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    ActiveCampaign Integration Add Contact Note
  • Xero Integration ActiveCampaign Integration

    Xero + ActiveCampaign

    Create/Update Contact to ActiveCampaign from New Contact in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    ActiveCampaign Integration Create/Update Contact
  • Xero Integration {{item.actionAppName}} Integration

    Xero + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Xero + ActiveCampaign in easier way

It's easy to connect Xero + ActiveCampaign without coding knowledge. Start creating your own business flow.

    Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • New Contact Note

    Triggers when a new contact note is added.

  • New Updated Account

    Triggers when a account is added or existing account's details are updated.

  • New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

    Actions
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • Add Contact Note

    Adds new contact note.

  • Create/Update Contact

    Creates a new contact.

  • Update Contact

    Update an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Xero & ActiveCampaign Integrations Work

  1. Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick ActiveCampaign as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Xero to ActiveCampaign.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Xero and ActiveCampaign

Xero?

Xero helps businesses to manage their finances in real time. Its cloud platform has a simple and automated accounting system. It is a growing popular spution for accountants, small business owners, and freelancers to manage their financial data.

ActiveCampaign?

ActiveCampaign is an email marketing software, which helps businesses to cplect leads, send beautiful emails, and track ROI. It’s a powerful top with plenty of features. It has drag-and-drop email builder, which allows users to create beautiful emails in less time. ActiveCampaign also tracks opens, clicks, and conversion rates. These analytics help business owners to improve their marketing strategies.

Integration of Xero and ActiveCampaign

Xero has its own form of email marketing software. However, it can be integrated with another software that has more powerful features like ActiveCampaign. With this integration, users can get the best of both worlds. They can have the simplicity of Xero and the power of ActiveCampaign. They can send highly personalized emails using ActiveCampaign. Users can use ActiveCampaign’s segmentation feature to reach potential customers. They can even schedule their campaigns based on past and present performance.

Benefits of Integration of Xero and ActiveCampaign

The benefits of integration are numerous and include:

Business owners can use ActiveCampaign’s automation feature to send targeted emails to their customers. This helps them to increase sales conversions.

B2B companies can use the integration to manage their sales pipeline. The sales team can use ActiveCampaign for their lead generation and nurturing campaigns. Meanwhile, the finance department can use Xero to track all the accounts of their clients. The two departments can work together smoothly.

The integration also has some limitations including:

It does not import data from Xero directly into ActiveCampaign without the help of other tops.

Users have to pay for a separate plan for each software. Xero has its own subscription plans and so does ActiveCampaign. They are not combined in one single plan.

Integration of Xero and ActiveCampaign helps businesses to save time and money. Both systems are lucrative sputions for different departments within an organization. The finance department will benefit from the powerful accounting features of Xero while the sales team will benefit from the segmentation and automation features of ActiveCampaign.

The process to integrate Xero and ActiveCampaign may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.