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Revamp CRM + Xero Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Revamp CRM and Xero.


Get started with workflows like: Create Xero invoices when Revamp CRM deals reach certain stages. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Revamp CRM + Xero in Minutes

It's easy to connect Revamp CRM + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Person Matching Filter

Triggers when matching people with this criteria.

New Customer

Triggers when a new customer is created.

New Task

Triggers when a new task is created.

Task Matching Filter

Triggers when matching tasks with this criteria.

New Bill

Triggers when you add a new bill. (Accounts Payable)

Deal Matching Filter

Triggers when matching deals with this criteria.

New Deal

Triggers when a new deal is created.

Organization Matching Filter

Triggers when matching organizations with this criteria.

New Bank Transaction

Triggers when a new bank transaction is created.

New Contact

Triggers when you add a new contact.

How Revamp CRM + Xero Integrations Work

  1. Step 1: Authenticate Revamp CRM + 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 Revamp CRM + Xero