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Set up your first integration
Quickly connect LeadConnector to Xero with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate LeadConnector with Xero - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Pipeline Stage Changed" from LeadConnector.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects LeadConnector and Xero, automating your workflow.
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.
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- OrganizationRequired
Try ItTriggerPolling
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite- OrganizationRequired
- Status
Try ItTriggerPolling
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Practical ways you can use LeadConnector and Xero
Sync contacts with financial data.
When a contact is updated in LeadConnector, Zapier updates or creates the corresponding contact in Xero. This ensures financial information remains accurate and consistent, eliminating duplicated data entry, and saving time.
Business Owner
Log pipeline updates in financial records.
When a pipeline stage changes in LeadConnector, Zapier logs this update as new data in Xero. This integrates operational changes with financial systems, creating a clear record and centralizing data tracking.
ITMove leads to campaigns after updated invoices.
When an invoice is created or updated in Xero, Zapier adds the respective lead into a campaign within LeadConnector. This ensures marketing teams can follow up with customers post-payment, increasing engagement opportunities.
Marketing & Marketing OpsLearn how to automate LeadConnector on the Zapier blog
Learn how to automate Xero on the Zapier blog
Frequently Asked Questions about LeadConnector + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with LeadConnector and Xero
How do I connect LeadConnector with Xero?
To connect LeadConnector with Xero, you'll need to authenticate both accounts on our platform. Navigate to the integrations section, select Xero, and follow the prompts to enter your credentials and grant necessary permissions.
What triggers can I use with the LeadConnector-Xero integration?
With the LeadConnector-Xero integration, you can set up triggers such as 'New Contact in LeadConnector' or 'Updated Contact in Xero' to automate workflows between the two systems.
Which actions are supported when integrating LeadConnector with Xero?
Actions supported include creating a new contact in Xero when a contact is added in LeadConnector and updating contact information within Xero when changes are made in LeadConnector.
How does data synchronization work between LeadConnector and Xero?
Data synchronization occurs in real-time once the integration is set up. When a trigger event occurs, such as contact creation or update, corresponding actions are triggered immediately to ensure data stays consistent across both platforms.
Can I filter which contacts from LeadConnector get synced to Xero?
Yes, you can apply filters during setup to synchronize only specific contacts from LeadConnector based on conditions such as tags or lead status.
Are there any limitations I should be aware of with the LeadConnector-Xero integration?
Currently, the integration supports syncing contact information but does not support transaction data like invoices or payments. Ensure your use case aligns with these capabilities.
What should I do if my data isn't syncing correctly between LeadConnector and Xero?
If data isn't syncing correctly, double-check your integration settings and ensure all necessary permissions are granted. You may also consult our support team for assistance if issues persist.
