Integrate Xero with Zoho CRM
Appy Pie Connect allows you to automate multiple workflows between Xero and Zoho CRM
- No code
- No Credit Card
- Lightning Fast Setup
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.
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Best ways to Integrate Xero + Zoho CRM
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When this happens...
New Bill
Then do this...
Create/Update Lead
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When this happens...
New Bill
Then do this...
Create/Update Contact
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When this happens...
New Bill
Then do this...
Create Module Entry
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When this happens...
New Bill
Then do this...
Add Attachment
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When this happens...
New Contact
Then do this...
Create/Update Lead
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Xero + Zoho CRM without coding knowledge. Start creating your own business flow.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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New Contact
Triggers when a new contact is added.
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New Record
Triggers instantaneously when any entry is created in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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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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How Xero & Zoho CRM Integrations Work
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Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Xero to Zoho CRM.
(2 minutes)
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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.
