Loading

Integrate Xero with Zoho CRM to automate your work

Google Logo Start with Google for free
Zoho CRMZoho CRM
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Xero with Zoho CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Xero

A trigger is an event that starts your Zap and runs the workflow. For example, with Xero, a trigger could be "New Bank Transaction."
A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Xero to Zoho CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Xero to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Xero and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Xero and Zoho CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
arrow pointing down
Start here
arrow pointing down
Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Organization
      Required
    • Status
    Trigger
    Scheduled
    Try It
    • Organization
      Required
    • Status
    • Type
    Trigger
    Scheduled
    Try It
    • Organization
      Required
    • Status
    Trigger
    Scheduled
    Try It
    • Organization
      Required
    • Payment_type
    Trigger
    Scheduled
    Try It

Learn how to automate Xero on the Zapier blog

Automate Zoho CRM: get inspired on the Zapier blog

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 moreHelp
Related categories
  • Accounting
Similar apps
  • QuickBooks Online
  • Accounting
    FreeAgent integrationsFreeAgent integrations
  • FreeAgent
  • Accounting
    Wave integrationsWave integrations
  • Wave
  • Accounting
    zoho-crm logo
    About Zoho CRM
    Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
    Related categories
    Similar apps
    Pipedrive integrationsPipedrive integrations
  • Pipedrive
  • CRM (Customer Relationship Management)
    Insightly integrationsInsightly integrations
  • Insightly
  • CRM (Customer Relationship Management)
    Zapier Interfaces integrationsZapier Interfaces integrations
  • Zapier Interfaces
  • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

    Connect Xero to Zoho CRM on the world's largest no-code automation platform

    Google Logo Sign up with Google