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Integrate Xero with Agile CRM

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

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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 Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
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Best ways to Integrate Xero + Agile CRM

  • Xero Integration Agile CRM Integration

    Xero + Agile CRM

    Add Score to Contact in Agile CRM when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Xero Integration Agile CRM Integration

    Xero + Agile CRM

    Add Event in Agile CRM when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Agile CRM Integration Add Event
  • Xero Integration Agile CRM Integration

    Xero + Agile CRM

    Create Company to Agile CRM from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Agile CRM Integration Create Company
  • Xero Integration Agile CRM Integration

    Xero + Agile CRM

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

    Xero + Agile CRM

    Create Deal to Agile CRM from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Agile CRM Integration Create Deal
  • 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 + Agile CRM in easier way

It's easy to connect Xero + Agile CRM 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)

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    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 Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

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

How Xero & Agile CRM 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 Agile CRM 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 Agile CRM.

    (2 minutes)

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

Integration of Xero and Agile CRM

Xero?

Xero is the world’s new cloud accounting software, designed to help small business owners and their teams manage their books online. It’s a simple, fast and affordable spution that helps thousands of businesses across Australia and New Zealand run better. From accountants to bookkeepers, Xero automates the time consuming tasks that most businesses still do by hand – leaving you more time to focus on the things that make your business grow.

For more information, visit http://www.xero.com/au-nz.

Agile CRM?

Agile CRM integrates with over 200 applications and has built-in workflow tops to help sales teams track deals, tasks, fplow-ups and more. Simplify the way you work by using one system for both managing your contacts and creating quotes and invoices. You can easily track opportunities, measure performance, set up email templates and create customized email campaigns.

With interactive dashboards, you can quickly view key metrics for your company, products, leads, accounts or salespeople. Get all the information you need in one place, so you can make the right decisions faster.

For more information, visit http://www.agilecrm.com/.

Integration of Xero and Agile CRM

Integration of Xero and Agile CRM is very important to small business owners and their teams because there are many benefits that come with using this combination like it allows users to have access to critical information, save time by having fewer systems to maintain, and lower costs by eliminating third party tops. With this integration users have access to critical information about their customers from within Agile CRM itself. This type of integration allows users to view critical data such as contacts, opportunity history and activity as well as email addresses that have been sent emails in the past 24 hours. This data is not available in other types of CRMs or even single stand alone applications. Users can also save time by having fewer systems to maintain since they only need one platform to access all of their critical business information. The time saved from maintaining these separate systems can be spent on other more important aspects of their job. Lastly, users can lower costs by eliminating third party tops because they no longer need to use other applications for their business management needs. By integrating these two platforms users are able to reduce their overall cost while increasing efficiency.

Benefits of Integration of Xero and Agile CRM

Integration of Xero and Agile CRM provides many benefits including the ability to view critical information about your customers from within Agile CRM itself, save time by having fewer systems to maintain, and lower costs by eliminating third party tops. With this integration users have access to critical data about their customers from within Agile CRM itself. This type of integration allows users to view critical data such as contacts, opportunity history and activity as well as email addresses that have been sent emails in the past 24 hours. This data is not available in other types of CRMs or even single stand alone applications. Users can also save time by having fewer systems to maintain since they only need one platform to access all of their critical business information. The time saved from maintaining these separate systems can be spent on other more important aspects of their job. Lastly, users can lower costs by eliminating third party tops because they no longer need to use other applications for their business management needs. By integrating these two platforms users are able to reduce their overall cost while increasing efficiency.

In conclusion, integration of Xero and Agile CRM provides many benefits including the ability to view critical information about your customers from within Agile CRM itself, save time by having fewer systems to maintain, and lower costs by eliminating third party tops.

The process to integrate Xero and Agile CRM 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.