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Xero + SharpSpring Integrations

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

  • 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 SharpSpring

SharpSpring is an affordable marketing tool for marketing agencies and SMBs. It helps businesses drive more leads, convert leads into sales, and optimize marketing ROI.

SharpSpring Integrations

Best ways to Integrate Xero + SharpSpring

  • Xero SharpSpring

    Xero + SharpSpring

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

    Xero + SharpSpring

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

    Xero + SharpSpring

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

    Xero + SharpSpring

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

    Xero + SharpSpring

    Update Opportunity in SharpSpring when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    SharpSpring Update Opportunity
  • 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 + SharpSpring in easier way

It's easy to connect Xero + SharpSpring 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 Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

    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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    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 Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

How Xero & SharpSpring 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 SharpSpring 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 SharpSpring.

    (2 minutes)

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

Integration of Xero and SharpSpring

Xero?

Xero is a bookkeeping software that allows business owners to track sales, expenses, and taxes with ease. It also allows users to communicate with their customers through the cloud-based software. It has been in the market for years but has not been able to make a mark because of lack of integration into other applications. However, it has made its way into the market with its recent partnership with SharpSpring.

SharpSpring?

SharpSpring is an online marketing platform that provides companies with email marketing, web marketing, social media marketing, and other tops. The integration between Xero and SharpSpring allows business owners to manage their marketing campaigns more effectively by providing them with all the information they need in one place. With the use of these two applications, businesses can save time and money while getting better results.

Integration of Xero and SharpSpring

Integration of Xero and SharpSpring will be beneficial for both companies. Users will find the two applications useful because they will be able to manage their marketing campaigns easily. Other than that, businesses can get better results with the integration of the two applications. For instance, when creating an email campaign for an event or promotion, users can easily access their books to get the latest figures about their company. They can also see how much money they have spent on each project before making an investment decision. Businesses can get this information in real time without the hassle of using different platforms for different purposes.

Benefits of Integration of Xero and SharpSpring

Apart from being able to access all the information in one place, Xero and SharpSpring integration will help in managing the entire marketing campaign in an easier manner. This will benefit businesses by saving them time and money. Business owners will be able to monitor their campaign progress in real time without the need to dig into their books frantically to get the required figures. They can also ask questions about their campaigns to their clients without having to wait for their response.

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.