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.
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
It's easy to connect Xero + Freshsales 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 new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
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.
Creates a new lead.
Updates an existing lead.
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.
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.
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.
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