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Revamp CRM + Xero

Add new Revamp CRM contacts to Xero

Keep your contacts updated without spending hours copying and pasting. With this Revamp CRM Xero integration, every time a new contact is added in Revamp CRM, a new contact is created in Xero.

Keep your contacts updated without spending hours copying and pasting. With this Revamp CRM Xero integration, every time a new contact is added in Revamp CRM, a new contact is created in Xero.

  1. When this happens...
    Revamp CRMRevamp CRM
    New Customer

    Triggers when a new customer is created.

    TriggerScheduled
  2. automatically do this!
    XeroXero
    Create/Update Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Email

    • Phone Number

    • Tags

    • 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

    • 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

    • Description

    • Birth Date

    • Gender

    • Tags

    • Score

    Action
    Write
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About Revamp CRM

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

  • CRM (Customer Relationship Management)

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