InfluencerSoft + Xero Integration

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

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

As soon as you receive a new InfluencerSoft order, you need to generate a corresponding sales invoice so that you can get paid. With this InfluencerSoft - Xero integration, a new sales invoice will be created in your Xero software automatically. This way, you can get paid faster and avoid having to manually create sales invoices for each new InfluencerSoft order.

Plus, it saves you time by eliminating the need to manually create sales invoices. Set up the integration such that the sales invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!

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

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!