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Zoho CRM + Xero Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

Xero Integrations

Best ways to Integrate Zoho CRM + Xero

  • Zoho CRM Xero

    Zoho CRM + Xero

    Create Sales Invoice to Xero from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Xero Create Sales Invoice
  • Zoho CRM Xero

    Zoho CRM + Xero

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

    Zoho CRM + Xero

    Create Purchase Order to Xero from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Xero Create Purchase Order
  • Zoho CRM Xero

    Zoho CRM + Xero

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

    Zoho CRM + Xero

    Create Payment to Xero from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Xero Create Payment
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho CRM + Xero in easier way

It's easy to connect Zoho CRM + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • 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.

  • 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)

    Actions
  • 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.)

  • 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.

How Zoho CRM & Xero Integrations Work

  1. Step 1: Choose Zoho CRM 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 Xero 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 Zoho CRM to Xero.

    (2 minutes)

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

Integration of Zoho CRM and Xero

Zoho CRM

Zoho CRM is a customer relationship management system. It is used to connect customers, partners and employees together in order to achieve goals and increase efficiencies. The Zoho CRM can be used to manage marketing campaigns, track leads, manage customer relationships, manage customer data and provide analytics.

Xero

Xero is a cloud accounting software. Xero stands for ‘zero errors’ because it is designed to eliminate the need for manual entry of financial transactions. Xero is web based and is available on any device that has internet access. Xero uses a simple drag and drop interface to make it easier to do basic tasks like create invoices or enter bank details. Users can also create customised forms using a simple template editor.

Integration of Zoho CRM and Xero

Zoho CRM has connectivity with other online applications such as Xero. This means that you can integrate Zoho CRM with Xero in order to get more from your software. When you integrate the two systems, you are able to create sales dashboards and automate processes. By doing this, you can reach your business goals more easily and boost productivity.

Benefits of Integration of Zoho CRM and Xero

There are many benefits to integrating Zoho CRM and Xero. These include:

  • Increase efficiency – by integrating Zoho CRM and Xero, you can save time through automation of frequently performed tasks. For example, if you want to create an invoice for one of your clients, you can simply take an exported spreadsheet from Zoho CRM and import it into Xero. You will not have to manually enter the information and save time in the process
  • Enhance your business – by integrating Zoho CRM and Xero, you will be able to reduce the time it takes for you to create sales dashboards and automate processes. You will also be able to improve the quality and accuracy of your data, which will help you achieve better results in the future
  • Increase productivity – by integrating Zoho CRM and Xero, you will see that your employees are able to work faster and more efficiently. This means that they will be able to complete tasks more quickly and efficiently. As a result, you will see an increase in productivity in your workplace

Conclusion

If you are planning to buy a customer relationship management system or accounting software, it would be worth considering Zoho CRM and Xero. By integrating these two systems, you will be able to save time, increase efficiency and enhance your business while increasing productivity.

The process to integrate Zoho CRM and Xero 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.