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.
ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.ActiveCampaign Integrations
Xero + GmailSend Gmail emails whenever new payments are received in Xero Read More...
If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).
Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.
Connect Xero with PayPal and make your payment tracking process more efficient. Fast, convenient and easy to use, our automation platform allows you to set up this integration without any programming skills. After setting this integration up, Appy Pie Connect will capture every new sale from PayPal and will pass on the information to Xero where an invoice will be automatically created.
Note: This integration will not create invoices from existing PayPal sales, but will create invoices only for the new orders after this integration has been setup.
It's easy to connect Xero + ActiveCampaign 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)
Triggers when a new contact is added or existing contact's details are updated.
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.
Creates a new contact.
Update an existing contact.
Xero helps businesses to manage their finances in real time. Its cloud platform has a simple and automated accounting system. It is a growing popular spution for accountants, small business owners, and freelancers to manage their financial data.
ActiveCampaign is an email marketing software, which helps businesses to cplect leads, send beautiful emails, and track ROI. It’s a powerful top with plenty of features. It has drag-and-drop email builder, which allows users to create beautiful emails in less time. ActiveCampaign also tracks opens, clicks, and conversion rates. These analytics help business owners to improve their marketing strategies.
Xero has its own form of email marketing software. However, it can be integrated with another software that has more powerful features like ActiveCampaign. With this integration, users can get the best of both worlds. They can have the simplicity of Xero and the power of ActiveCampaign. They can send highly personalized emails using ActiveCampaign. Users can use ActiveCampaign’s segmentation feature to reach potential customers. They can even schedule their campaigns based on past and present performance.
The benefits of integration are numerous and include:
Business owners can use ActiveCampaign’s automation feature to send targeted emails to their customers. This helps them to increase sales conversions.
B2B companies can use the integration to manage their sales pipeline. The sales team can use ActiveCampaign for their lead generation and nurturing campaigns. Meanwhile, the finance department can use Xero to track all the accounts of their clients. The two departments can work together smoothly.
The integration also has some limitations including:
It does not import data from Xero directly into ActiveCampaign without the help of other tops.
Users have to pay for a separate plan for each software. Xero has its own subscription plans and so does ActiveCampaign. They are not combined in one single plan.
Integration of Xero and ActiveCampaign helps businesses to save time and money. Both systems are lucrative sputions for different departments within an organization. The finance department will benefit from the powerful accounting features of Xero while the sales team will benefit from the segmentation and automation features of ActiveCampaign.
The process to integrate Xero and ActiveCampaign 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.