Xero + Zoho CRM

Create or update Xero contacts when Zoho CRM module entries are new or updated

Maintain seamless updates between your CRM and accounting software with this efficient workflow. When new or modified entries emerge in Zoho CRM, corresponding updates will be made to the contacts in Xero. This helps to ensure that all customer details are up-to-date across both platforms, saving you valuable time and reducing the risk of data discrepancies. It's a simple way to streamline your business processes without any effort on your part.

Maintain seamless updates between your CRM and accounting software with this efficient workflow. When new or modified entries emerge in Zoho CRM, corresponding updates will be made to the contacts in Xero. This helps to ensure that all customer details are up-to-date across both platforms, saving you valuable time and reducing the risk of data discrepancies. It's a simple way to streamline your business processes without any effort on your part.

  1. When this happens...
    Zoho CRMZoho CRM
    New/Updated Module Entry

    Triggers instantaneously when any entry is created or updated in the specified module.

    TriggerInstant
  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?
  • Zoho CRM triggers, actions, and 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
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    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    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
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
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