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.
Mautic is an open-source marketing automation software that helps online businesses automate their repetitive marketing tasks such as lead generation, contact segmentation, marketing campaigns, lead scoring, etc.Mautic Integrations
It's easy to connect Xero + Mautic 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 form is submitted.
Triggers when new marketing message created.
Triggers when new text message created.
Triggers when a contact updated.
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 a marketing message.
Create a text message
Creates a new contact or updates and existing contact.
Xero is an accounting software that is used by small and medium business. It can be used as an alternative to QuickBooks and Sage. This software helps the user to manage the accounting of the company and also its financial reporting. The user can also use this software to generate reports on the basis of the information entered by the user.
Mautic is a marketing automation platform that provides complete sputions for the companies to build their online presence and market their business in the market. It helps in organizing the contacts in the database, in managing the various aspects of email marketing, social media marketing, lead management, website analytics and landing pages.
Xero and Mautic are integrated with each other. They both are simple to install and they do not need much technical knowledge to install them. The integration of these two platforms will help the users to easily manage their company’s accounts and their marketing needs in one place. For example, it makes it possible for the user to create a single view of the data in the accounting software and the marketing software in one place. It also helps in importing all the data from Xero into Mautic.
The user can also create the goals in Mautic which then helps in sending emails to customers based on their goals using Xero. It also helps in integrating customer support with sales processes. It allows the users to create customized forms in Mautic which can be validated in Xero automatically without needing to use any code. This integration also allows the user to import contact details from Xero into Mautic so that it becomes easier for the user to reach out to customers through emails or calls.
One benefit of this integration is that it reduces the cost of hiring multiple agencies for managing different aspects of business. It also allows the user to achieve greater efficiency. Another benefit of this integration is that it helps save time. It makes it easier for the users to send emails or make calls to customers when they are missing out on important leads or opportunities. It will also help in maintaining a single view of customer data which will make it easier for the users to make decisions based on the data entered by the user. It will also allow the users to have quick access to information that is needed for making decisions quickly.
The process to integrate Xero and Mautic 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.