Create pipeline records in Bigin by Zoho CRM for every new sales invoice in Xero
Boost your sales process efficiency with this automation. Whenever a new sales invoice is created in Xero, a corresponding pipeline record is instantly formed in Bigin by Zoho CRM. No more manual data entry or tracking, this workflow streamlines your process, allowing you more time to focus on growing your business. Stay organized and up-to-date with your sales data by linking your accounting and customer relations management.
Boost your sales process efficiency with this automation. Whenever a new sales invoice is created in Xero, a corresponding pipeline record is instantly formed in Bigin by Zoho CRM. No more manual data entry or tracking, this workflow streamlines your process, allowing you more time to focus on growing your business. Stay organized and up-to-date with your sales data by linking your accounting and customer relations management.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Create Pipeline Record
Creates a new pipeline record
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