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.
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
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 + Zoho CRM 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.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
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.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
For business, especially small businesses, accounting is one of the most important parts. There are many accounting systems available in the market, but two of the most popular are Xero and Zoho CRM. These two accounting systems are similar and have many benefits to offer businesses.
Integration of Xero and Zoho CRM is possible as both systems are designed for use on the cloud. This integration will allow customers of Xero to benefit from using Zoho CRM. It will also allow Zoho CRM users to enjoy the benefits of using Xero.
Xero is an accounting software; it is used for the small businesses as well as companies. It is a cloud based accounting software that allows its customers to access their information from any location such as home, office, etc. It allows them to sync all their data and do reporting and analysis from anywhere.
Zoho CRM is a customer relationship management system. It is used by companies to manage their sales and marketing activities. Some of its features are email marketing, communication, activity tracking, lead generation, etc. Integration of these two products will help businesses in a variety of ways.
First of all, it will save time. Businesses can now easily access their data from anywhere and at any time. They do not have to spend time on data entry or data analysis as they can do it all from one place. It will also help them in reducing errors as they can do everything from one place and there is no need to go back and forth between different platforms. It will also be beneficial for smaller companies as they can now buy only one product which offers functions they require for both sales and accounting needs. This integration will make life easier for small businesses and help them run smoothly with fewer errors resulting in better financial performance.
Xero and Zoho CRM are great products that help businesses run smoothly and achieve better results. Their integration will help many businesses in a variety of ways.
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.