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Xero + Zoho CRM

Create module entries in Zoho CRM for new or updated contacts in Xero

Keep your customer relationship management up-to-date effortlessly with this integrated workflow. When a new contact is added or an existing one is modified on Xero, a corresponding entry will be created on Zoho CRM. This seamless transfer ensures that your customer information is always consistent and accurate across your platforms, saving you time and potential inaccuracies due to manual data entry.

Keep your customer relationship management up-to-date effortlessly with this integrated workflow. When a new contact is added or an existing one is modified on Xero, a corresponding entry will be created on Zoho CRM. This seamless transfer ensures that your customer information is always consistent and accurate across your platforms, saving you time and potential inaccuracies due to manual data entry.

  1. When this happens...
    XeroXero
    New or Updated Contact

    Triggers when a contact is created or updated.

    TriggerPolling
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    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
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    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
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    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    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