Xero and Infusionsoft. Better together.
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Infusionsoft integration logo

You've added leads in Infusionsoft, honed your marketing and followed up automatically, and finally closed the sale. Now, it's time to send your Xero invoice--and Zapier can do that for you automatically.

Connect Infusionsoft and Xero in Zapier, and whenever you close a deal with your leads in Infusionsoft, Zapier can automatically copy the info and send them an invoice in Xero. Zapier can then copy the invoice or receipt data back to your contact's entry in Infusionsoft, so you'll have a complete record of your customer interactions from the first message until their final payment.

Let Zapier do the work for you.

About Xero

Xero makes it easy to track your businesses expenses and accounting with well designed mobile apps and web interfaces.

Zapier integration with Xero lets businesses connect Xero to hundreds of the best in breed SaaS applications on the web. Check out some popular Zaps below or select the service you want to connect Xero with to get going.

Official Xero Add On

About Infusionsoft

Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

See an Infusionsoft review

Start With a Popular Zap

This Zap will create all your customer contacts from Infusionsoft when a specific Tag is applied to the contact record.

Create contacts in Infusionsoft when added to Xero i.e. by your accountant or bookkeeper

removes the hassle to enter sales invoices from infusionsoft into xero

SAves us getting someone to manually input the invoices. also ensures that we never miss a sale

Xero is my centre of truth, where I have the complete picture of what's going on in my business. Multiple systems can feed into Xero yet with more systems can come more manual processes which is what I am trying to avoid! By zapping Infusionsoft invoices to Xero, I save on manual data entry and avoid the risk of human error while saving time. Love it!

Saves entering details into Xero. Speed and accuracy of Propsals

Save time and prevent inaccuracies. Once the job's done and you're ready to issue the invoice - a new contact would be created in the world's finest piece of soft ware. The connectionn is automatic. Hassle free.

Create a new invoice in Xero when an invoice is created in InfusionSoft and include all line items.

Make Your Own Zap with Triggers + Actions

What Is Zapier?

You use lots of apps to get your work done. Zapier lets you easily connect those apps together to help automate tedious tasks.

Join the thousands of businesses and individuals already taking advantage of the power of automation and let Zapier save you time.

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