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Close + Xero Integrations

How to connect Close + Xero

Zapier lets you send info between Close and Xero automatically—no code required.

When this happens...
CloseClose
New Call

Triggers when a new Call is created or completed.

automatically do this!
XeroXero
Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.

Supported triggers and actions

What does this mean?

How Close + Xero Integrations Work

  1. Step 1: Authenticate Close + Xero.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

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.
Learn More

Related categories

  • CRM (Customer Relationship Management)

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xero logo
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.

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