Freshworks CRM (Freshsales Suite) + Xero Integration

Connect Freshworks CRM (Freshsales Suite) to Xero - Automate your workflows in 1-click

Make use of Freshworks CRM (Freshsales Suite) automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Xero automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. And automate all the repetitive tasks between Freshworks CRM (Freshsales Suite) & Xero using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Freshworks CRM (Freshsales Suite) + Xero Integration

Just click on the workflow you want to automate

Create Freshworks CRM (Freshsales Suite) contact 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 - Freshworks CRM (Freshsales Suite) integration, anytime a new Xero contact is created, an Freshworks CRM (Freshsales Suite) 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.

Activate

Create Freshworks CRM (Freshsales Suite) deal from new Xero contact

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

This Xero - Freshworks CRM (Freshsales Suite) 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.

Activate

Create Freshworks CRM (Freshsales Suite) account for new Xero account

Xero + Freshworks CRM (Freshsales Suite) Integration

Activate

Create Freshworks CRM (Freshsales Suite) deal for new Xero sales invoice

Xero + Freshworks CRM (Freshsales Suite) Integration

Activate

Create Freshworks CRM (Freshsales Suite) task for new Xero payment

When you make a payment in Xero, be sure to create a task in Freshworks CRM (Freshsales Suite)! 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!

Activate

Create Freshworks CRM (Freshsales Suite) account 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 account profile in Freshworks CRM (Freshsales Suite) whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Freshworks CRM (Freshsales Suite) and Xero!

Activate

Create Freshworks CRM (Freshsales Suite) task for new Xero contact

In Xero, when you create a contact, it automatically creates a task in Freshworks CRM (Freshsales Suite) 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.

Activate

Create Freshworks CRM (Freshsales Suite) task for new Xero sales invoice

If you use Xero to manage your sales invoice, you can also use Freshworks CRM (Freshsales Suite) to create and manage task associated with those sales invoice. Creating a task in Freshworks CRM (Freshsales Suite) 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.

Activate

Create Freshworks CRM (Freshsales Suite) task for new Xero order

If you use Xero as your bookkeeping software, there's an easy way to create task in Freshworks CRM (Freshsales Suite). With the help of this automation, whenever you create a new order in Xero, a task will automatically be created in Freshworks CRM (Freshsales Suite) 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!

Activate

Create Xero order for new Freshworks CRM (Freshsales Suite) deal

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

When you create a deal in Freshworks CRM (Freshsales Suite), 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 Freshworks CRM (Freshsales Suite) and Xero.

Activate

Create Xero sales invoice from new Freshworks CRM (Freshsales Suite) deal

Do you use Freshworks CRM (Freshsales Suite) to keep track of your company's deal? 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.

Activate

Create Xero task for new Freshworks CRM (Freshsales Suite) contact

In Freshworks CRM (Freshsales Suite), when you create a contact, it automatically creates a task in Xero 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.

Activate

Create Xero task for new Freshworks CRM (Freshsales Suite) deal

Freshworks CRM (Freshsales Suite) + Xero Integration

Activate

1of2

Create Your Own Freshworks CRM (Freshsales Suite) & Xero Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Freshworks CRM (Freshsales Suite) + Xero Integration

Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
Account is created/updated in Xero
Triggers the automation when an account is created or updated
Item is created/updated in Xero
Triggers the automation when an item is created or updated
Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
Journal is created in Xero
Triggers the automation when a new journal is added
Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
User is created/updated in Xero
Triggers the automation when a user is created or updated

Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
Create task in Xero
Creates a new task
Get online invoice URL in Xero
Update invoice items in Xero
Updates the items in an invoice
Create item code in Xero
Generates new unique item code
Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
Add attachment to contact in Xero
Attach files or documents to contact profiles
Create project in Xero
Creates a new project
Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
Search sales invoice in Xero
Searches for a sales invoice
Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
Create contact in Xero
Adds a new contact to the database
Search contact by email address in Xero
Finds and retrieves contact information using their email address
Search contact by name in Xero
Finds information about a contact using the name
Update contact in Xero
Updates contact information with new details
Search contact by account number in Xero
Retrieves contact information based on the provided account number
Create payment in Xero
Generates and process a payment transaction
Create quote in Xero
Generates a new quote with pre-filled information
Create bill in Xero
Generates a new bill for the customer
Create purchase order in Xero
Generates a purchase order for approved requests
Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
Send sales invoice by email in Xero
Sends a sales invoice by email
Search item in Xero
Locates and retrieves particular item information
Create bank transfer in Xero
Initiates a bank transfer
Create credit note in Xero
Generates a credit note for returned items
Create bank transaction in Xero
Generates a bank transaction
Search account in Xero
Searches for account information

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Freshworks CRM (Freshsales Suite) & Xero In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Freshworks CRM (Freshsales Suite) or Xero With 1200+ Other Apps

Freshworks is an all-in-one solution for sales, marketing, customer support and service teams to optimize their existing workflows. It helps you close deals faster, win more business, and retain your best customers.

See Freshworks CRM (Freshsales Suite) Integrations

Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.

See Xero Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

Connect Freshworks CRM (Freshsales Suite) + Xero Now

In Just 1 Click!

ProductHunt

Most upvoted product of the month

▲ 2000+

Freshworks CRM (Freshsales Suite) + Xero Integration

Connect Freshworks CRM (Freshsales Suite) to Xero - Automate your workflows in 1-click

Ready Workflows For Freshworks CRM (Freshsales Suite) + Xero Integration

Create Freshworks CRM (Freshsales Suite) contact for new Xero contact

Create Freshworks CRM (Freshsales Suite) deal from new Xero contact

Create Freshworks CRM (Freshsales Suite) account for new Xero account

Create Freshworks CRM (Freshsales Suite) deal for new Xero sales invoice

Create Freshworks CRM (Freshsales Suite) task for new Xero payment

Create Freshworks CRM (Freshsales Suite) account from new Xero sales invoice

Create Freshworks CRM (Freshsales Suite) task for new Xero contact

Create Freshworks CRM (Freshsales Suite) task for new Xero sales invoice

Create Freshworks CRM (Freshsales Suite) task for new Xero order

Create Xero order for new Freshworks CRM (Freshsales Suite) deal

Create Xero sales invoice from new Freshworks CRM (Freshsales Suite) deal

Create Xero task for new Freshworks CRM (Freshsales Suite) contact

Create Xero task for new Freshworks CRM (Freshsales Suite) deal

Create Your Own Freshworks CRM (Freshsales Suite) & Xero Integration Without Any Code

Integrate Freshworks CRM (Freshsales Suite) & Xero In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Freshworks CRM (Freshsales Suite) or Xero With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Freshworks CRM (Freshsales Suite) + Xero Integration

Connect Freshworks CRM (Freshsales Suite) to Xero - Automate your workflows in 1-click

Ready Workflows For Freshworks CRM (Freshsales Suite) + Xero Integration

Create Your Own Freshworks CRM (Freshsales Suite) & Xero Integration Without Any Code

Integrate Freshworks CRM (Freshsales Suite) & Xero In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Freshworks CRM (Freshsales Suite) or Xero With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate Freshworks CRM (Freshsales Suite) & Xero In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.