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Integrate Xero with Zoho CRM

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

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  • Lightning Fast Setup
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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 Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate Xero + Zoho CRM

  • Xero Integration Zoho CRM Integration

    Xero + Zoho CRM

    Create/Update Lead to Zoho CRM from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Xero Integration Zoho CRM Integration

    Xero + Zoho CRM

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

    Xero + Zoho CRM

    Create Module Entry to Zoho CRM from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Xero Integration Zoho CRM Integration

    Xero + Zoho CRM

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

    Xero + Zoho CRM

    Create/Update Lead to Zoho CRM from New Contact in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Xero + Zoho 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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 Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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

How Xero & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of Xero and Zoho CRM

Xero

Xero is a cloud accounting software that has helped many businesses to streamline their accounting and invoicing processes. It has been created by New Zealand based accounting firm, MYOB. It offers tops for accounting, inventory management, sales and purchase invoicing, human resource management and more. The software is designed to be used by small and medium businesses.

Zoho CRM

Zoho CRM is a business software application that helps you manage leads, contacts, and customer details. This application is also helpful in managing business processes such as lead nurturing, workflow, marketing automation, social media marketing and more. Zoho CRM allows its users to create custom workflows with the built-in workflow editor. It also provides users with an interface to integrate it with other applications such as Gmail or Microsoft Outlook.

Integration of Xero and Zoho CRM

Xero and Zoho CRM can be integrated so that you can import customer details from Zoho CRM into Xero. This integration is beneficial for businesses because it integrates customer data from multiple sources such as email, social media, phone calls and more into one place. This gives businesses a complete view of their customers.

Benefits of Integration of Xero and Zoho CRM

There are several benefits of integrating Xero and Zoho CRM that include:

  • Reduced costs of data entry – Data entry is time-consuming and expensive. One way to reduce these costs is by integrating Xero and Zoho CRM so that your customer details can be imported automatically into Xero. You will also only have to update customer details once since all customer details will be updated across multiple systems.
  • Improved customer service – With the integration of Xero and Zoho CRM, you will be able to send out personalized messages to your customers with ease. This will help you improve your customer service by making each customer feel valued.
  • Better customer retention – By knowing who your customers are, you will be able to keep track of your customers better. This means that you will be able to retain your customers for longer.

In conclusion, it is important for businesses to integrate their different business applications in order to achieve maximum efficiency. Xero and Zoho CRM should be integrated because they can help you streamline your business processes and know more about your customers.

The process to integrate Xero and Zoho 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.

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