Capsule CRM + Xero Integration

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Xero + Capsule CRM Integration

Create Capsule CRM person for new Xero contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Xero - Capsule CRM integration, anytime a new Xero contact is created, an Capsule CRM person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Xero + Capsule CRM Integration

Create Capsule CRM opportunity from new Xero contact

Anytime a new contact is created in your Xero, a new opportunity will automatically be created in your Capsule CRM. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Xero - Capsule CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Xero + Capsule CRM Integration

Create Capsule CRM task for new Xero payment

When you make a payment in Xero, be sure to create a task in Capsule CRM! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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Xero + Capsule CRM Integration

Create Capsule CRM organisation from new Xero sales invoice

If you're a small business owner who uses Xero to manage your finances, you may be wondering if there's a way to automatically create a organisation profile in Capsule CRM whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Capsule CRM and Xero!
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Xero + Capsule CRM Integration

Create Capsule CRM task for new Xero contact

In Xero, when you create a contact, it automatically creates a task in Capsule CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Xero + Capsule CRM Integration

Create Capsule CRM task for new Xero sales invoice

If you use Xero to manage your sales invoice, you can also use Capsule CRM to create and manage task associated with those sales invoice. Creating a task in Capsule CRM will remind you of the important details related to the sales invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Xero + Capsule CRM Integration

Create Capsule CRM task for new Xero order

If you use Xero as your bookkeeping software, there's an easy way to create task in Capsule CRM. With the help of this automation, whenever you create a new order in Xero, a task will automatically be created in Capsule CRM for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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Capsule CRM + Xero Integration

Create Xero order for new Capsule CRM opportunity

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Capsule CRM and Xero work together to make accounting and bookkeeping simple.

When you create a opportunity in Capsule CRM, it will automatically create an order in Xero. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Capsule CRM and Xero.
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Capsule CRM + Xero Integration

Create Xero sales invoice from new Capsule CRM opportunity

Do you use Capsule CRM to keep track of your company's opportunity? If so, did you know that you can also use it to create sales invoice directly in Xero?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
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Capsule CRM + Xero Integration

Create Xero task for new Capsule CRM person

In Capsule CRM, when you create a person, it automatically creates a task in Xero for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Capsule CRM + Xero Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Journal is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero
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