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.
Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.Drift Integrations
Xero + DriftCreate or Update Contact From External to Drift from New Bill in Xero Read More...
Xero + DriftCreate or Update Contact From External to Drift from New Contact in Xero Read More...
Xero + DriftCreate or Update Contact From External to Drift from New Payment in Xero Read More...
It's easy to connect Xero + Drift 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 each time when a new message in a conversation is received.
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 or update a contact.
Updates an existing contact.
Xero is a cloud-based accounting software that helps small business owners to manage their finances. It has options like managing invoices, tracking expenses, and more.
Drift is a live chat top that lets you communicate with your clients easily. It lets you communicate with them on the basis of specific triggers like after signing up, on first login, on creation of first message, clicking on any link, etc.
As Xero is cloud-based accounting software and Drift is live chat top. Integration of both the tops will be very beneficial for small business owners.
First of all, it will help them to save time. As everything will be automated, they will not need to spend time manually on their website or worry about new leads. They just have to focus on their core business.
Also, if someone is running an online retail store, then integrating the two tops will help him/her to manage all the customer queries related to product orders. If someone wants to avoid chatting with customers directly, then he/she can use the Drift feature ‘ClickToChat’ which will route all the chats to an agent.
The benefits are numerous for small business owners. Let’s look at some of the most important benefits that this integration offers to small business owners.
Small business owners are usually busy with many things in their lives. So they are always running short on time. This integration will help them to save time as they won’t need to worry about their website or new leads. All the issues will be spved automatically with Xero and Drift integration.
Xero and Drift integration will help small business owners to manage the customer experience with ease. They don’t have to waste their time in chatting with customers directly or through emails. All the chats can be handled by an agent or they can use the Drift feature ‘ClickToChat’ which will route all the chats to an agent. This way they can focus on their core business confidently.
Through this integration, customers can easily contact businesses for their queries without worrying about any third parties or salespeople bothering them at odd hours. This also saves customers from being annoyed by salespeople trying to sell something to them at odd hours. So, both customers and businesses benefit from this integration as it helps them to maintain a healthy relationship throughout the life of a business.
The process to integrate Xero and Drift 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.