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Revamp CRM + Xero Integrations

How to connect Revamp CRM + Xero

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Choose a Trigger
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Choose an Action
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Supported triggers and actions

What does this mean?
    • Email

    • Phone Number

    • Tags

      Comma separate list of tags to search for.

    • Order Id

    • Keyword

    Trigger
    Scheduled
    Try It
  • Revamp CRM triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
    • Type

    • Completion State

    • Assignee

    Trigger
    Scheduled
    Try It
    • Related Customer Name

    • Owner Name

    • Deal PipeLine

    • Deal Status

    • Deal Stage

    • Deal Product

    • Deal Sales Region

    • Deal Source

    • Deal Name

    Trigger
    Scheduled
    Try It
    • Email

    • Phone Number

    • Tags

      Comma separated list of tags to search for.

    • Order Id

    • Keyword

    Trigger
    Scheduled
    Try It
    • NameRequired

    • Organization

    • Title

    • Primary Phone

    • Primary Email

    • Secondary Phone

    • Secondary Email

    • Skype

    • Website

    • Twitter

    • Linkedin

    • Address 1

    • Address 2

    • City

    • Postal Code

    • Country

      Two Letter ISO Code for country.

    • Description

    • Birth Date

    • Gender

    • Tags

      Comma separated ',' for multiple tags.

    • Score

      Use the dropdown or specify a custom value From 0 to 100 %.

    Action
    Write

How Revamp CRM + Xero Integrations Work

  1. Step 1: Authenticate Revamp CRM and 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.
revamp-crm logo
revamp-crm logo

About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

Related categories

  • CRM (Customer Relationship Management)
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.
Learn more

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