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Close + Xero

Close + Xero

Close + Xero integrations

Create or update Xero contacts from new Close opportunities in status

Effortlessly manage your sales leads and contacts with this efficient workflow between Close and Xero. When a new opportunity reaches a specific status in Close, a contact will be created or updated in Xero, streamlining your sales process and ensuring accurate record-keeping. Stay organized and save time by integrating these two powerful tools.

  1. When this happens...
    New Opportunity in Status
    New Opportunity in Status
    New Opportunity in StatusTriggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
  2. automatically do this!
    Create/Update Contact
    Create/Update Contact
    Create/Update ContactTriggers when you add a new contact.
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More things you can do with Close and Xero

Discover other triggers and actions you can use with Close and Xero

  • Close triggers, actions, and search
    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
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    • Direction
    • Completed?
    Trigger
    Instant
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    • Trigger Actions
      Required
    • Custom Object Type
      Required
    Trigger
    Instant
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    • Field(s) Required to Trigger
    Trigger
    Instant
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    • Contact Smart View ID
      Required
    Trigger
    Polling
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    • Custom_activity_v2_instructions
    • Custom Activity Type
      Required
    • Filled-in fields
    Trigger
    Instant
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    • Direction
    • Template ID
    • User ID
    Trigger
    Instant
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About Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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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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Related Zap Templates

  • Create new Close contacts from new Xero contacts