Integrate Xero with ActiveCampaign
Appy Pie Connect allows you to automate multiple workflows between Xero and ActiveCampaign
- No code
- No Credit Card
- Lightning Fast Setup
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 IntegrationsLooking for the ActiveCampaign Alternatives? Here is the list of top ActiveCampaign Alternatives
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Drip
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Automational
Best Xero and ActiveCampaign Integrations
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Xero + ActiveCampaign
Add Contact Note in ActiveCampaign when New Bill is created in Xero Read More...When this happens...
New Bill
Then do this...
Add Contact Note
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Xero + ActiveCampaign
Create/Update Contact to ActiveCampaign from New Bill in Xero Read More...When this happens...
New Bill
Then do this...
Create/Update Contact
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Xero + ActiveCampaign
Update Contact in ActiveCampaign when New Bill is created in Xero Read More...When this happens...
New Bill
Then do this...
Update Contact
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Xero + ActiveCampaign
Add Contact Note in ActiveCampaign when New Contact is created in Xero Read More...When this happens...
New Contact
Then do this...
Add Contact Note
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Xero + ActiveCampaign
Create/Update Contact to ActiveCampaign from New Contact in Xero Read More...When this happens...
New Contact
Then do this...
Create/Update Contact
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Xero + ActiveCampaign without coding knowledge. Start creating your own business flow.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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New Contact Note
Triggers when a new contact note is added.
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New Updated Account
Triggers when a account is added or existing account's details are updated.
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New or Updated Contact
Triggers when a new contact is added or existing contact's details are updated.
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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Add Contact Note
Adds new contact note.
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Create/Update Contact
Creates a new contact.
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Update Contact
Update an existing contact.
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How Xero & ActiveCampaign Integrations Work
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Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick ActiveCampaign as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Xero to ActiveCampaign.
(2 minutes)
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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.
