HelpCrunch + Xero Integration

Connect HelpCrunch to Xero in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • HelpCrunch
    Customer is created in HelpCrunch Instant
  • HelpCrunch
    Customer tags are updated in HelpCrunch Instant
  • HelpCrunch
    Customer is unsubscribed in HelpCrunch Instant
  • HelpCrunch
    Customer email is updated in HelpCrunch Instant
  • HelpCrunch
    Chat is created in HelpCrunch Instant
  • HelpCrunch
    Chat assignee is updated in HelpCrunch Instant
  • HelpCrunch
    Chat status is updated in HelpCrunch Instant
  • HelpCrunch
    Chat is closed in HelpCrunch 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
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2.

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Ready Workflows Ready Workflows   for HelpCrunch + Xero Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Xero + HelpCrunch Integration

Create HelpCrunch customer for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use HelpCrunch 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 customer will automatically be created in HelpCrunch.

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

Create Xero task for new HelpCrunch customer

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

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!
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Automations

Top 10 Most Popular HelpCrunch Automations from
Integrately Community

Just click on the workflow you want to automate

HelpCrunch logo
Bigcommerce logo
Create Bigcommerce customer for new HelpCrunch customer
Activate
HelpCrunch logo
Trello logo
Create Trello card for new HelpCrunch customer
Activate
HelpCrunch logo
ClickSend SMS logo
Send ClickSend SMS message for new HelpCrunch customer
HelpCrunch logo
Twilio logo
Send Twilio sms for new HelpCrunch customer
HelpCrunch logo
SendGrid logo
Send SendGrid email for new HelpCrunch customer
HelpCrunch logo
Bigcommerce logo
Create Bigcommerce customer for new HelpCrunch customer
Activate
HelpCrunch logo
Trello logo
Create Trello card for new HelpCrunch customer
Activate
HelpCrunch logo
ClickSend SMS logo
Send ClickSend SMS message for new HelpCrunch customer
HelpCrunch logo
Twilio logo
Send Twilio sms for new HelpCrunch customer
HelpCrunch logo
SendGrid logo
Send SendGrid email for new HelpCrunch customer
HelpCrunch logo
Telnyx logo
Send Telnyx message for new HelpCrunch customer
HelpCrunch logo
SMS Idea logo
Send SMS Idea message for new HelpCrunch customer
HelpCrunch logo
sms77 logo
Send sms77 message for new HelpCrunch customer
HelpCrunch logo
Burst SMS logo
Send Burst SMS message for new HelpCrunch customer
HelpCrunch logo
Postmark logo
Send Postmark message for new HelpCrunch customer
HelpCrunch logo
Telnyx logo
Send Telnyx message for new HelpCrunch customer
HelpCrunch logo
SMS Idea logo
Send SMS Idea message for new HelpCrunch customer
HelpCrunch logo
sms77 logo
Send sms77 message for new HelpCrunch customer
HelpCrunch logo
Burst SMS logo
Send Burst SMS message for new HelpCrunch customer
HelpCrunch logo
Postmark logo
Send Postmark message for new HelpCrunch customer

Top 10 Most Popular Xero Automations from
Integrately Community

Most popularmost-popular-automations
01
ThriveCart logo
Xero logo
Create Xero sales invoice for new ThriveCart purchase
02
Amelia logo
Xero logo
Create Xero sales invoice for new Amelia booking
03
Xero logo
WhatsApp logo
Send WhatsApp message for new Xero payment
04
Xero logo
Clockify logo
Create Clockify project from new Xero account
05
Zoho Books logo
Xero logo
Create Xero sales invoice for new Zoho Books sales invoice
cloud
Xero
app integration
06
MySQL logo
Xero logo
Create Xero sales invoice from new row MySQL
07
Xero logo
Gmail logo
Send Gmail email for new Xero payment
08
Google Sheets logo
Xero logo
Create Xero sales invoice from new row Google Sheets
09
Invoice Ninja logo
Xero logo
Create Xero sales invoice for new Invoice Ninja invoice
10
Microsoft Excel logo
Xero logo
Create Xero sales invoice from new row Microsoft Excel
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect HelpCrunch or Xero With 1400+ Other Apps

HelpCrunch
HelpCrunch
With HelpCrunch, you can enable live chat in your website and mobile apps in just a few minutes. You can also use our knowledge base and email automation tools to let visitors and customers help themselves.
Xero
Xero
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.