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.
SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.SharpSpring Integrations
Xero + SharpSpringUpdate Opportunity in SharpSpring when New Bill is created in Xero Read More...
It's easy to connect Xero + SharpSpring 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)
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
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 an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update a Lead in SharpSpring.
Update a opportunity
Xero helps small businesses manage their finances and their business more efficiently. They are based in New Zealand and they have more than 134,000 customers around the world. In 2016, they had a revenue close to $70 million.
Xero has been in the market since 2008. They were the first cloud accounting software that was used by small businesses. Before Xero, most people used Quickbooks.
SharpSpring is a cloud-based marketing automation platform. It is based in San Francisco, California. It was founded in 2010 and they have clients from around the world. They raised $8 million in venture capital from several investors like 500 Startups and Social+Capital Partnership.
SharpSpring provides its services through a Software as a Service (SaaS. model. This is how the company makes money. Most of the money comes from monthly subscriptions and some come from transaction fees when users make payments.
The integration of Xero and SharpSpring allows users to make their marketing strategies more efficient. The integration allows users to sync the data between the two platforms like contacts, customers, opportunities and sales. Users can also import contacts from Outlook into SharpSpring or export them from SharpSpring back to Outlook. This helps users move contacts between the two platforms with ease. The integration also makes it easy for users to use both platforms at once since they are now connected. This means that users can create leads on one platform and then nurture them on the other platform automatically.
There are two ways to integrate the two platforms:
Through an API – This is an option for companies that want to sync data between the two platforms in real time and not only with Excel spreadsheets but also with custom applications. Through an Excel spreadsheet – This option is for companies that do not have the technical resources to create an API integration and they do not want to spend much time creating one. This takes a few minutes to set up and it gives users access to all of the features available in the SharpSpring dashboard as well as everything in Xero. The integration works by exporting a SharpSpring list through an Excel spreadsheet, which is then imported into Xero using an Excel file and a CSV file. If the user wants to export contacts to Outlook, they can do so by exporting the contact list from Outlook and importing it into SharpSpring using an Excel file and a CSV file.
The integration of Xero and SharpSpring offers numerous benefits for both users and companies:
The process to integrate Xero and SharpSpring 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.