CleverReach + Xero Integration

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

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

Xero and CleverReach are two powerful cloud-based tools that can be used to improve business productivity. Using this Xero - CleverReach integration, you can automatically create task in Xero whenever a new contact is created in CleverReach.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!