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.
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 IntegrationsXero + Agile CRM
Add Score to Contact in Agile CRM when New Bill is created in Xero Read More...It's easy to connect Xero + Agile CRM without coding knowledge. Start creating your own business flow.
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)
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
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.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
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(2 minutes)
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 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 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.
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.