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Xero + Zoho CRM

Create or update Xero contacts when new module entries are added in Zoho CRM

This workflow kicks into action when a new entry is added in Zoho CRM, seamlessly creating or updating the respective contact in Xero. Enhance your efficiency by ensuring your customer details are always up-to-date across both platforms. This automation eliminates manual data entry, saving valuable time for more important tasks.

This workflow kicks into action when a new entry is added in Zoho CRM, seamlessly creating or updating the respective contact in Xero. Enhance your efficiency by ensuring your customer details are always up-to-date across both platforms. This automation eliminates manual data entry, saving valuable time for more important tasks.

  1. When this happens...
    Zoho CRMZoho CRM
    New Module Entry

    Triggers instantaneously when any entry is created in the specified module.

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

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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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