Odoo CRM + Xero

Create new Odoo CRM leads from new Xero quotes

Boost your sales productivity with this seamless integration. When a new quote is created in Xero, a lead is instantly generated in Odoo CRM. This workflow not only saves time by eliminating manual data entry, but also ensures all relevant information is readily available in your CRM system, enhancing your ability to track potential customers with ease. Keep your focus on closing deals, while this process runs smoothly in the background.

When this happens...
New Quote
Triggers when a new quote is created.
TriggerPolling
automatically do this!
Create Lead
Triggers on a new lead.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- OrganizationRequired
Trigger
Polling
Try It
- OrganizationRequired
Trigger
Polling
Try It
- OrganizationRequired
Trigger
Polling
Try It
- OrganizationRequired
- Days OverdueRequired
Trigger
Polling
Try It
- Trigger Info
- OrganizationRequired
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Trigger
Polling
Try It

- OrganizationRequired
- Purchase Order Status
Trigger
Polling
Try It
- OrganizationRequired
- Payment Type
Trigger
Polling
Try It

- OrganizationRequired
Trigger
Polling
Try It
- OrganizationRequired
- Status
- Change
- Contact
- Trigger Preference
- Copy
Trigger
Instant
Try It
- OrganizationRequired
- InvoiceRequired
Action
Write
- OrganizationRequired
- Item CodeRequired
- NameRequired
- Description
- Is SoldRequired
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is PurchasedRequired
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is TrackedRequired
- Inventory Asset Account
- Cost of Goods Sold Account
Action
Write
- OrganizationRequired
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- OrganizationRequired
- Contact NameRequired
- Account Number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
- Contact Number
- Company Number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- OrganizationRequired
- Warning Message
- Credit Note IDRequired
- Allocation IDRequired
Action
Write
- Info
- OrganizationRequired
- First NameRequired
- Middle Names
- Last NameRequired
- Date of BirthRequired
- Title
- EmailRequired
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- Copy Employment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- Copy Tax Declaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- Copy Bank Account
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- Copy Address
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Delivery Address
- Attention
- Telephone
- Delivery Instructions
- Attachments
- Purchase Order Status
Action
Write
- Info
- OrganizationRequired
- EmployeeRequired
- First NameRequired
- Middle Names
- Last NameRequired
- Date of BirthRequired
- Title
- EmailRequired
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- Copy Employment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- Copy Tax Declaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- Copy Bank Account
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- Copy Address
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- OrganizationRequired
- Quote IDRequired
- Quote Number
- Status
- ContactRequired
- Date
- Expiry
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- OrganizationRequired
- Resource typeRequired
- FileRequired
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Email
Action
Search
- OrganizationRequired
Action
Search
- OrganizationRequired
- Invoice IDRequired
Action
Search
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Contact NameRequired
- Account Number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
- Contact Number
- Company Number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write
New Lead
Triggers on a new lead.
Trigger
Polling
Try It

- 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
- OrganizationRequired
- Project State
Trigger
Polling
Try It
- OrganizationRequired
- Quote Status
Trigger
Polling
Try It
- OrganizationRequired
- Status
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Polling
Try It
- OrganizationRequired
Trigger
Polling
Try It
- OrganizationRequired
- Invoice IDRequired
- NoteRequired
Action
Write
- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
Action
Write
- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- OrganizationRequired
- CodeRequired
- NameRequired
- TypeRequired
Action
Write
- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
Action
Write
- OrganizationRequired
- Invoice IDRequired
Action
Write
- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Contact Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact Tax Number
- Bank Account Number
- Contact Number
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
Action
Write
- OrganizationRequired
- ContactRequired
- Repeated Invoice Schedule
- Invoice Creation: Frequency TypeRequired
- Invoice Creation: Frequency (Period)Required
- Due Date Type: Payment TermsRequired
- Set Due Dates (Days)Required
- Start Date: Required
- End Date
- StatusRequired
- Currency
- Branding Theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- OrganizationRequired
- Purchase OrderRequired
- Contact
- Update Method for Line Items
- Date
- Delivery Date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected Arrival Date
Action
Write
- Info
- OrganizationRequired
- Invoice IdRequired
- Contact
- Status
- Date
- Due Date
- Expected Payment Date
- Reference
- Branding Theme
- Url
- Currency
- Sent To Contact
- Attachments
- Invoice Number
- Line Amount Types
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Invoice IDRequired
- Include PDF File
- Include Online Invoice URL
Action
Search
- OrganizationRequired
- Contact IDRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Include Online Invoice URL
Action
Search
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Search or write
Create Lead
Creates a lead.
Action
Write

About Odoo CRM

Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

Related categories

CRM (Customer Relationship Management)

Similar apps

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

Similar apps

Related Zap Templates

Create and update Xero contacts from new Odoo CRM leads

Related Zap Templates

Create and update Xero contacts from new Odoo CRM leads

Odoo CRM + Xero

Create new Odoo CRM leads from new Xero quotes

New Bank Transaction

New Contact

New Employee

Overdue Sales Invoice

New Payslip

New Purchase Order

New Reconciled Payment

New or Updated Contact

Updated Sales Invoice

Add Items to Existing Sales Invoice

Add or Update Stock Items

Create Bank Transaction

Create/Update Contact

Create New Quote Draft

Delete Credit Note Allocation

Create Employee

Create Bill

Create Payment

Create Purchase Order

Update Employee

Update Quote

Upload Attachment

Find Contact

Find Employee

Find Purchase Order

Get Invoice History

Find Item

Find or Create Contact

New Lead

New Bill

New Credit Note

New Report

New Payment

New Project

New Quote

New Sales Invoice

Updated Employee

Updated Quote

Add Note to Invoice

Allocate Credit Note to Invoice

Create Bank Transfer

Create Account

Create Credit Note

Send Sales Invoice by Email

Create Inventory Item

Create Sales Invoice

Create Project

Create Repeating Sales Invoice

Update Purchase Order

Update Sales Invoice

API Request (Beta)

Find Credit Note

Find Invoice by ID

Find Quote

Find Invoice

Find Payment

Find or Create Item

Create Lead

About Odoo CRM

Related categories

Similar apps

Podio

Odoo ERP Self Hosted

Airtable

About Xero

Related categories

Similar apps

QuickBooks Online

FreeAgent

Wave

Related Zap Templates

Related Zap Templates