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Salesforce + Xero

Create Salesforce leads from new Xero quotes

Streamline your sales process by connecting Xero and Salesforce with this efficient workflow. Whenever a new quote is created in Xero, a lead will be generated in Salesforce, ensuring your sales team can promptly follow up on potential customers. This seamless automation keeps your sales pipeline up-to-date and drives business growth.

Streamline your sales process by connecting Xero and Salesforce with this efficient workflow. Whenever a new quote is created in Xero, a lead will be generated in Salesforce, ensuring your sales team can promptly follow up on potential customers. This seamless automation keeps your sales pipeline up-to-date and drives business growth.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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