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Xero + Zoho CRM Integrations

How to connect Xero + Zoho CRM

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  • Update Zoho CRM module entries when new Xero payments are received

    Premium
    Details
    • Xero logo
    • Zoho CRM logo
    Xero + Zoho CRM
  • Add tags to Zoho CRM for new Xero quotes to effortlessly manage them

    Premium
    Details
    • Xero logo
    • Zoho CRM logo
    Xero + Zoho CRM
  • Create Xero bills from new Zoho CRM module entries

    Premium
    Details
    • Zoho CRM logo
    • Xero logo
    Zoho CRM + Xero
  • Create or update Zoho CRM module entries for new Xero bills

    Premium
    Details
    • Xero logo
    • Zoho CRM logo
    Xero + Zoho CRM
  • Create bills in Xero for new or updated module entries in Zoho CRM

    Premium
    Details
    • Zoho CRM logo
    • Xero logo
    Zoho CRM + Xero
  • Create sales invoices in Xero for new or updated module entries in Zoho CRM

    Premium
    Details
    • Zoho CRM logo
    • Xero logo
    Zoho CRM + Xero
  • Create sales invoices in Xero from new module entries in Zoho CRM

    Premium
    Details
    • Zoho CRM logo
    • Xero logo
    Zoho CRM + Xero
  • Create/update Xero contacts for new Zoho CRM contacts

    Premium
    Details
    • Xero logo
    • Zoho CRM logo
    Xero + Zoho CRM

Update Zoho CRM module entries when new Xero payments are received

Premium
Details
  • Xero logo
  • Zoho CRM logo
Xero + Zoho CRM

Add tags to Zoho CRM for new Xero quotes to effortlessly manage them

Premium
Details
  • Xero logo
  • Zoho CRM logo
Xero + Zoho CRM

Create Xero bills from new Zoho CRM module entries

Premium
Details
  • Zoho CRM logo
  • Xero logo
Zoho CRM + Xero

Create or update Zoho CRM module entries for new Xero bills

Premium
Details
  • Xero logo
  • Zoho CRM logo
Xero + Zoho CRM

Create bills in Xero for new or updated module entries in Zoho CRM

Premium
Details
  • Zoho CRM logo
  • Xero logo
Zoho CRM + Xero

Create sales invoices in Xero for new or updated module entries in Zoho CRM

Premium
Details
  • Zoho CRM logo
  • Xero logo
Zoho CRM + Xero

Create sales invoices in Xero from new module entries in Zoho CRM

Premium
Details
  • Zoho CRM logo
  • Xero logo
Zoho CRM + Xero

Create/update Xero contacts for new Zoho CRM contacts

Premium
Details
  • Xero logo
  • Zoho CRM logo
Xero + Zoho CRM

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Supported triggers and actions

What does this mean?
  • Xero triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Scheduled
    Try It
    • Quote Status

    Trigger
    Scheduled
    Try It
    • Status

    Trigger
    Scheduled
    Try It
  • Xero triggers, actions, and search

    New Expense Claim Receipt

    Triggers when you add a new draft expense claim receipt.

    Trigger
    Scheduled
    Try It
    • InvoiceRequired

    • Item Code

    • Description

    • QuantityRequired

    • Unit Price

    • Discount %

    • Account

    • Tax Rate

    Action
    Write

How Xero + Zoho CRM Integrations Work

  1. Step 1: Authenticate Xero and Zoho CRM.
    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.
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 moreHelp

Related categories

  • Accounting

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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