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Salesforce + Xero

Update contacts in Xero when records are updated in Salesforce

Improve your customer management efficiency with this dynamic workflow. Whenever you update a record in Salesforce, it ensures that a corresponding contact entry is created or updated in Xero. This seamless integration saves time, eliminates manual data entries, and maintains uniform contact information across both platforms for better resource management and streamlined operations.

Improve your customer management efficiency with this dynamic workflow. Whenever you update a record in Salesforce, it ensures that a corresponding contact entry is created or updated in Xero. This seamless integration saves time, eliminates manual data entries, and maintains uniform contact information across both platforms for better resource management and streamlined operations.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerPolling
  2. automatically do this!
    XeroXero
    Create/Update Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    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.

Related categories

Triggers & Actions