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OnePageCRM + Xero Integrations

How to connect OnePageCRM + Xero

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

When this happens...
OnePageCRMOnePageCRM
New Contact

Triggers when a new contact is created.

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 OnePageCRM + Xero Integrations Work

  1. Step 1: Authenticate OnePageCRM + 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.
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About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

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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