Xero + Zoho CRM Integrations

How to connect Xero + Zoho CRM

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Create/update Zoho CRM module entries from new Xero sales invoices

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Create Xero bills from updated Zoho CRM module entries

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Create and email sales invoices in Xero for new module entries in Zoho CRM

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Add tags to Zoho CRM for new bills in Xero

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Add tags in Zoho CRM for new Xero sales invoices to streamline record organization

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Create Zoho CRM module entries for new Xero payments

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Create/update Zoho CRM module entries from new Xero sales invoices

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Details

Try it

Create Xero bills from updated Zoho CRM module entries

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Details

Try it

Create and email sales invoices in Xero for new module entries in Zoho CRM

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Details

Try it

Add tags to Zoho CRM for new bills in Xero

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Details

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Add tags in Zoho CRM for new Xero sales invoices to streamline record organization

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Details

Try it

Create Zoho CRM module entries for new Xero payments

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Details

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Update Zoho CRM module entries when new Xero payments are received
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Xero + Zoho CRM
Add tags to Zoho CRM for new Xero quotes to effortlessly manage them
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Xero + Zoho CRM
Create Xero bills from new Zoho CRM module entries
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Zoho CRM + Xero
Create or update Zoho CRM module entries for new Xero bills
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Xero + Zoho CRM
Create bills in Xero for new or updated module entries in Zoho CRM
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Zoho CRM + Xero
Create sales invoices in Xero for new or updated module entries in Zoho CRM
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Zoho CRM + Xero
Create sales invoices in Xero from new module entries in Zoho CRM
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Zoho CRM + Xero
Create/update Xero contacts for new Zoho CRM contacts
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Xero + Zoho CRM

Update Zoho CRM module entries when new Xero payments are received

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Xero + Zoho CRM

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

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Details

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Xero + Zoho CRM

Create Xero bills from new Zoho CRM module entries

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Zoho CRM + Xero

Create or update Zoho CRM module entries for new Xero bills

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Xero + Zoho CRM

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

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Zoho CRM + Xero

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

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Details

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Zoho CRM + Xero

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

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Zoho CRM + Xero

Create/update Xero contacts for new Zoho CRM contacts

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Xero + Zoho CRM

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Supported triggers and actions

What does this mean?

New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
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New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- Quote Status
Trigger
Scheduled
Try It
- Status
Trigger
Scheduled
Try It
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write

- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Write
- TypeRequired
- ContactRequired
- Date
Action
Write

- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Url
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- Welcome
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Owner
- App ExtensionRequired
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

- Status
Trigger
Scheduled
Try It
- Payment Type
Trigger
Scheduled
Try It
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
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Item Code
- DescriptionRequired
- Quantity
- Unit Price
- Discount %
- Account
- Tax Rate
- Terms
Action
Write
- Invoice NumberRequired
Action
Write
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Url
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
- Tracking
Action
Write
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search ByRequired
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

How Xero + Zoho CRM Integrations Work

Step 1: Authenticate Xero and Zoho CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Xero + Zoho CRM

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 Help

Related categories

Accounting

Similar apps

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Accounting

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Accounting

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About Zoho CRM

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

Help

Related categories

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Xero + Zoho CRM Integrations

How to connect Xero + Zoho CRM

Create/update Zoho CRM module entries from new Xero sales invoices

Create Xero bills from updated Zoho CRM module entries

Create and email sales invoices in Xero for new module entries in Zoho CRM

Add tags to Zoho CRM for new bills in Xero

Add tags in Zoho CRM for new Xero sales invoices to streamline record organization

Create Zoho CRM module entries for new Xero payments

Create/update Zoho CRM module entries from new Xero sales invoices

Create Xero bills from updated Zoho CRM module entries

Create and email sales invoices in Xero for new module entries in Zoho CRM

Add tags to Zoho CRM for new bills in Xero

Add tags in Zoho CRM for new Xero sales invoices to streamline record organization

Create Zoho CRM module entries for new Xero payments

Update Zoho CRM module entries when new Xero payments are received

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

Create Xero bills from new Zoho CRM module entries

Create or update Zoho CRM module entries for new Xero bills

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

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

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

Create/update Xero contacts for new Zoho CRM contacts

Update Zoho CRM module entries when new Xero payments are received

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

Create Xero bills from new Zoho CRM module entries

Create or update Zoho CRM module entries for new Xero bills

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

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

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

Create/update Xero contacts for new Zoho CRM contacts

Connect your apps and automate workflows

New Bank Transaction

New Contact

New Quote

Quote Status

New Sales Invoice

Status

Create Bank Transaction

Transaction TypeRequired

ContactRequired

Bank AccountRequired

Date

Create/Update Contact

Contact NameRequired

Account Number

Primary Person - First Name

Primary Person - Last Name

Primary Person - Email

Phone - Country Code

Phone - Area Code

Phone Number

Fax - Country Code

Fax - Area Code

Fax - Number

Mobile - Country Code

Mobile - Area Code

Mobile - Number

Direct Dial - Country Code

Direct Dial - Area Code

Direct Dial - Number

Address Type Of

Address - Attention

Address - Line 1

Address - Line 2

Address - City/Town

Address - State/Region

Address - Postal/Zip Code

Address - Country

Tax Number

Bank Account Number

Groups

Create Credit Note

TypeRequired

ContactRequired

Date

Create Bill

Contact NameRequired

Email Address

Status

Date