Integrate Xero with Agile CRM
Appy Pie Connect allows you to automate multiple workflows between Xero and Agile CRM
- 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 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 IntegrationsLooking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives
-
Zoho CRM
-
Salesforce
-
HubSpot CRM
-
Alore CRM
Best ways to Integrate Xero + Agile CRM
-
Xero + Agile CRM
Add Score to Contact in Agile CRM when New Bill is created in Xero Read More...When this happens...
New Bill
Then do this...
Add Score to Contact
-
When this happens...
New Bill
Then do this...
Add Event
-
When this happens...
New Bill
Then do this...
Create Company
-
When this happens...
New Bill
Then do this...
Create or Update Contact
-
When this happens...
New Bill
Then do this...
Create Deal
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Xero + Agile CRM without coding knowledge. Start creating your own business flow.
-
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.
-
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.
Compliance Certifications and Memberships
Highly rated by thousands of customers all over the world
We’ve been featured on
How Xero & Agile CRM Integrations Work
-
Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Agile CRM as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Xero to Agile CRM.
(2 minutes)
-
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.
