Smoove + Xero Integration

If you're using Xero to manage your sales leads, it's important to also use Smoove to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Xero, a corresponding contact will automatically be created in Smoove.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

It's important to stay on top of your customer relationships, and one way to do that is to create Xero tasks for new Smoove leads received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Xero task for new Smoove lead received today - your customers will thank you for it!