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Zapier makes it easy to integrate Xero with Zoho CRM - no code necessary. See how you can get setup in minutes.

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Xero
Xero logo
Xero
1. Choose trigger event
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Zoho CRM
Zoho CRM logo
Zoho CRM
2. Choose action
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1. Select the event
Setup
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Xero
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Bank Transaction" from Xero.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Xero and Zoho CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Organization
      Required
    Trigger
    Polling
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    • Organization
      Required
    Trigger
    Polling
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    • Organization
      Required
    • Days_overdue
      Required
    Trigger
    Polling
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    • Organization
      Required
    • Status
    Trigger
    Polling
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    • Organization
      Required
    • Status
    • Type
    Trigger
    Polling
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    • Organization
      Required
    • Report Type
      Required
    Trigger
    Polling
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    • Organization
      Required
    • Payment_type
    Trigger
    Polling
    Try It

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Xero and Zoho CRM

Sync new invoices with contact records in Zoho CRM

Keeping financial and CRM data aligned can be time-consuming, but this automation bridges the gap. Whenever you create a new invoice in Xero, Zapier will automatically update or create a matching contact in Zoho CRM. This ensures your CRM data stays up-to-date without manual intervention, providing clear visibility into your customer accounts.

Business Owner
Create tickets for overdue invoices

Overdue invoices can cause cash flow issues if not addressed promptly. Set up an automation where, when a sales invoice in Xero becomes overdue, Zapier creates a ticket in your ITSM module in Zoho CRM. This ensures the overdue payment is logged as a ticket for follow-up, making collections easier to manage.

IT
Add new Zoho CRM leads to Xero as contacts

Speed up lead nurturing by ensuring all new leads are synced across systems. When a new lead is created in Zoho CRM, Zapier will instantly add it as a contact in Xero. This seamless integration helps maintain customer contact consistency across accounting and marketing systems.

Marketing & Marketing Ops

Learn how to automate Xero on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Xero to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Xero + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Xero and Zoho CRM

What prerequisites are needed for integrating Xero with Zoho CRM?

Before integrating Xero with Zoho CRM, make sure you have active accounts for both platforms and have API access or keys enabled on both ends. This allows seamless communication between the applications through triggers and actions that you set up.

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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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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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