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

Zoho CRM

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.

Xero (1.7.0)

Jordan Levenson

When proposal is converted in Zoho CRM the Zap will use the details from the Monthly Fees section to create the relevant invoice in Xero

ZOHO CRM MONTHLY FEES TO XERO INVOICE

“When proposal is converted in Zoho CRM the Zap will use the details from the Monthly Fees section to create the relevant invoice in Xero”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime a new module entry is created in Zoho CRM

Create sales invoice in Your App

This Zap uses the following 2 apps

Zoho CRM

Xero (1.7.0)

Zoho CRM + Xero (1.7.0)