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Set up your first integration
Quickly connect Xero to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Xero with Zoho CRM - no code necessary. See how you can get setup in minutes.
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.
- OrganizationRequired
Try ItTriggerPolling- OrganizationRequired
Try ItTriggerPolling- OrganizationRequired
Try ItTriggerPolling- OrganizationRequired
- Days_overdueRequired
Try ItTriggerPolling
- OrganizationRequired
- Status
Try ItTriggerPolling- OrganizationRequired
- Status
- Type
Try ItTriggerPolling- OrganizationRequired
- Report TypeRequired
Try ItTriggerPolling- OrganizationRequired
- Payment_type
Try ItTriggerPolling
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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 OwnerCreate 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.
ITAdd 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 OpsLearn how to automate Xero on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
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.