Clio + Xero Integration

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 - Clio integration, anytime a new Xero contact is created, an Clio contact 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.

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 company profile in Clio whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Xero!