How to connect Revamp CRM + Xero
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Triggers when a new customer is created.Try ItTriggerScheduled
Triggers when a new task is created.Try ItTriggerScheduled
Related Customer Name
Deal Sales Region
Triggers when a new deal is created.Try ItTriggerScheduled
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Use the dropdown or specify a custom value From 0 to 100 %.
How Revamp CRM + Xero Integrations Work
- Step 1: Authenticate Revamp CRM and Xero.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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