Create Xero contacts for deals marked won in UPilot

Managing your clients and invoicing them every time a deal is won can be a daunting task. If you're using Xero to manage the invoicing for your business, with this UPilot-Xero integration Zapier will automatically create a contact in Xero when a deal is marked as Won in UPilot. If the contact already exists in Xero, it will be updated with the latest information from UPilot. This way, you can always keep your customers updated in Xero.

How this UPilot-Xero integration works

  1. A deal is marked as Won in UPilot
  2. Zapier automatically adds the related contact for the deal in Xero as a new contact

Apps involved

  • UPilot
  • Filter by Zapier
  • Xero
Create Xero contacts for deals marked won in UPilot
UPilot integration logo

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

Xero integration logo

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.

Xero Connected App

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