?>

Xero + Freshsales Integrations

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

  • 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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
Freshsales Alternatives

Looking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives

  • Xero Xero

Best ways to Integrate Xero + Freshsales

  • Xero Freshsales

    Xero + Freshsales

    Create Lead to Freshsales from New Bill in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    Freshsales Create Lead
  • Xero Freshsales

    Xero + Freshsales

    Update Lead in Freshsales when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    Freshsales Update Lead
  • Xero Freshsales

    Xero + Freshsales

    Create Lead to Freshsales from New Contact in Xero Read More...
    Close
    When this happens...
    Xero New Contact
     
    Then do this...
    Freshsales Create Lead
  • Xero Freshsales

    Xero + Freshsales

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

    Xero + Freshsales

    Create Lead to Freshsales from New Payment in Xero Read More...
    Close
    When this happens...
    Xero New Payment
     
    Then do this...
    Freshsales Create Lead
  • 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 + Freshsales in easier way

It's easy to connect Xero + Freshsales 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 Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    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 Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Xero & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

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

Integration of Xero and Freshsales

Background of Xero and Freshsales

Xero is an Australian cloud accounting software that is used by small businesses to manage their finances and handle their accounting. It helps in keeping track of the financial records, invoices, tax payments and so on. It is a cloud-based accounting software which is used by small businesses as well as freelancers. It was launched in 2006 and it has more than 2 million users across the globe.

Freshsales is a sales CRM offered by Freshworks, a provider of business software sputions. It helps sales professionals to schedule meetings, send emails, track their leads, organize sales pipeline, convert leads into customers, and many other features.

    Integration of Xero and Freshsales

Xero integration with Freshsales enables users to track their leads and keep them in sync with the LeadScore metric. The LeadScore metric measures the hotness of the lead by analyzing certain parameters such as inbound traffic, lead source, and lead scores. With this integration it becomes easy to track the leads by viewing them directly on the dashboard of Xero.

    Benefits of Integration of Xero and Freshsales

The integration of Xero and Freshsales makes it easier for the sales team to work seamlessly on Xero while tracking their leads on Freshsales. As both these tops are connected, the information like contacts, notes, and other information can be directly shared from Xero to Freshsales or vice versa. The integration between Xero and Freshsales helps in ensuring that the sales team doesn’t have to waste time in hopping from one top to another while tracking their leads or responding to them.

Xero and Freshsales integration works seamlessly if you want to track your leads with ease. The benefits of this integration are that it allows sales reps to get their tasks completed quickly without any delay in getting their tasks done. Another benefit is that it saves both time and money as there is no need to hire extra manpower to complete such tasks. Also, it saves time because users don’t have to manually update the information in both these tops every time they need to make changes in either of them.

The process to integrate Xero and Freshsales 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.