Xero + Zoho CRM

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

Simplify your customer management process by integrating Xero with Zoho CRM using this efficient automation. Whenever you add a new contact in Xero, the information is instantly added or updated in your Zoho CRM. This keeps your customer data up-to-date across platforms, saving you time and enhancing your customer relationship management.

Simplify your customer management process by integrating Xero with Zoho CRM using this efficient automation. Whenever you add a new contact in Xero, the information is instantly added or updated in your Zoho CRM. This keeps your customer data up-to-date across platforms, saving you time and enhancing your customer relationship management.

  1. When this happens...
    XeroXero
    New Contact

    Triggers when you add a new contact.

    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

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
xero logo
xero logo

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.
Learn more

Related categories

  • Accounting

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zoho-crm logo
zoho-crm logo

About Zoho CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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