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  • Zoho CRM logoZoho CRM logo

Xero + Zoho CRM

Create or update Zoho CRM module entries when new or updated contacts occur in Xero

Optimize your workflow with this automation that effectively manages contacts from Xero to Zoho CRM. Whenever there is a new or updated contact in Xero, it promptly results in the creation or update of a module entry in your Zoho CRM. This helps maintain a seamless data flow between your accounts and sales management, reducing manual data entry and keeping your contact information up-to-date.

Optimize your workflow with this automation that effectively manages contacts from Xero to Zoho CRM. Whenever there is a new or updated contact in Xero, it promptly results in the creation or update of a module entry in your Zoho CRM. This helps maintain a seamless data flow between your accounts and sales management, reducing manual data entry and keeping your contact information up-to-date.

  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/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
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    • OrganizationRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Status

    Trigger
    Polling
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    • OrganizationRequired

    • Status

    • Type

    Trigger
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    • OrganizationRequired

    • Report TypeRequired

    Trigger
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    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
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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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Triggers & Actions