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Integrate Xero with Freshworks CRM

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

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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 Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best Xero and Freshworks CRM Integrations

  • Xero Integration Freshworks CRM Integration

    Xero + Freshworks CRM

    Create Contact to Freshworks CRM from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • Xero Integration Freshworks CRM Integration

    Xero + Freshworks CRM

    Create Note to Freshworks CRM from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Xero Integration Freshworks CRM Integration

    Xero + Freshworks CRM

    Create Account to Freshworks CRM from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Xero Integration Freshworks CRM Integration

    Xero + Freshworks CRM

    Add Appointment in Freshworks CRM when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Xero Integration Freshworks CRM Integration

    Xero + Freshworks CRM

    Create Task to Freshworks CRM from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Freshworks CRM Integration Create Task
  • Xero Integration {{item.actionAppName}} Integration

    Xero + {{item.actionAppName}}

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

It's easy to connect Xero + Freshworks CRM 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 Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Xero & Freshworks CRM 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 Freshworks CRM 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 Freshworks CRM.

    (2 minutes)

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

Integration of Xero and Freshworks CRM

Xero

Xero is an accounting software that enables small-sized companies to manage their business processes via cloud computing. It operates globally in more than 180 countries, manages over $4.5 trillion in transactions annually and has more than 3 million users around the world.

It was founded in 2006 by Rod Drury, who is the current CEO of Xero. Drury had gained experience in the finance industry before he started working on developing this software at his house in New Zealand, one of the reasons for starting this venture was that he felt that there were no reliable or efficient accounting systems for small businesses.

Xero was formally launched in 2007 and has been successful since then. In 2014, it was valued at $1.2 billion and also received funding from investors such as Accel Partners and Bessemer Venture Partners.

Freshworks CRM

Freshworks CRM is a customer relationship management software for small-sized companies. It allows users to make contact with their clients and generates leads via email marketing automation, email campaigns etc. It also helps in tracking leads and organizing them through Salesforce, Slack, Twilio and numerous other tops.

Freshworks CRM was founded in 2013 and is currently valued at $1 billion and has over 500 employees. It is headquartered in San Fransisco and has offices in Mumbai and Chennai where it offers support to its clients in India.

Integration of Xero and Freshworks CRM

These two products can be integrated so that they can maximize their potential and add value to existing customers, which will increase the chances of their success. The integration can be achieved by creating a single dashboard through which both of these products can be accessed by the user. This will let users view their information in a single screen, instead of going back and forth between different applications. This will save a lot of time and effort on the part of the user. This integration will also help the user not only access the information of their business but also integrate it with other services that they might use. By integrating Xero with Freshworks CRM companies will not only make sure that they get all the information about their clients but also make sure that they are able to reach out to them effectively.

Benefits of Integration of Xero and Freshworks CRM

There are many benefits of integrating Xero and Freshworks CRM, these include:

– Connecting a client directly to a support engineer. this will allow a client to connect directly to a support engineer if they encounter any problems using either of these products while making sure that their identity is kept confidential. This will also give the client the option to share the screen while having a conversation with the support engineer so that they can fix any problems more easily.

– Client self-service portal. this will allow clients to access the information about their own accounts without depending on support staff or any other third party provider. This will also have features such as being able to file tickets, evaluate product ratings etc.

– Social media integration. this will allow companies to connect with their customers via social media platforms such as Twitter, Facebook, Messenger etc. This will allow them to stay connected with their customers even after they have finished using their services. This feature can also be used to gather information about their customers so that they can better understand their needs and provide them better service in the future.

The process to integrate Xero and Freshworks 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.