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Xero + Drift Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Drift

Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.

Drift Integrations

Best ways to Integrate Xero + Drift

  • Xero Drift

    Xero + Drift

    Create or Update Contact From External to Drift from New Bill in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    Drift Create or Update Contact From External
  • Xero Drift

    Xero + Drift

    Update Known Contact in Drift when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    Drift Update Known Contact
  • Xero Drift

    Xero + Drift

    Create or Update Contact From External to Drift from New Contact in Xero Read More...
    Close
    When this happens...
    Xero New Contact
     
    Then do this...
    Drift Create or Update Contact From External
  • Xero Drift

    Xero + Drift

    Update Known Contact in Drift when New Contact is created in Xero Read More...
    Close
    When this happens...
    Xero New Contact
     
    Then do this...
    Drift Update Known Contact
  • Xero Drift

    Xero + Drift

    Create or Update Contact From External to Drift from New Payment in Xero Read More...
    Close
    When this happens...
    Xero New Payment
     
    Then do this...
    Drift Create or Update Contact From External
  • Xero {{item.actionAppName}}

    Xero + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Xero + Drift in easier way

It's easy to connect Xero + Drift 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)

  • New Message

    Triggers each time when a new message in a conversation is received.

    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.

  • Create or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates an existing contact.

How Xero & Drift 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 Drift 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 Drift.

    (2 minutes)

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

Integration of Xero and Drift

Xero?

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?

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.

Integration of Xero and Drift

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.

Benefits of Integration of Xero and Drift

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.

  • Time Saving

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.

  • Easy Customer Experience Management

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.

  • Easy Communication with Customers

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.