Lofty + Xero Integration

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Popular Lofty + Xero Workflows

Create Lofty lead 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 - Lofty integration, anytime a new Xero contact is created, an Lofty lead 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.

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Lead is created or updated in Lofty Instant
Lead pipeline is changed in Lofty Instant
Contact is created/updated in Xero
Contact (supplier) in Xero
Sales Invoice is created/updated in Xero
Expense claim receipt is created/updated in Xero
Payment is created/updated in Xero
Quote is created/updated in Xero
Account is created/updated in Xero
Item is created/updated in Xero
Purchase Order is created/updated in Xero
Bill is created/updated in Xero
Bank Transfer is created in Xero
Journal is created in Xero
Bank Transaction is created/updated in Xero
User is created/updated in Xero

Create lead in Lofty
Update lead in Lofty
Search lead in Lofty
Add note in Lofty
Get lead by Id in Lofty
Add attachment to invoice in Xero
Add attachment to contact in Xero
Add attachment to purchase order in Xero
Create project in Xero
Create task in Xero
Create item code in Xero
Update invoice items in Xero
Get online invoice URL in Xero
Create sales invoice in Xero
Create sales invoice for existing contact in Xero
Search sales invoice in Xero
Get sales invoice by id in Xero
Create contact in Xero
Search contact by email address in Xero
Search contact by name in Xero
Update contact in Xero
Search contact by account number in Xero
Create payment in Xero
Create quote in Xero
Create bill in Xero
Create purchase order in Xero
Add items to existing sales invoice in Xero
Send sales invoice by email in Xero
Search item in Xero
Create bank transfer in Xero
Create credit note in Xero
Create bank transaction in Xero
Search account in Xero

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You Can Also Connect Lofty or Xero With 1200+ Other Apps

Lofty is the technology platform that helps real estate agents sell more homes. Lofty enhances agent productivity, automates routine tasks and creates a seamless experience for customers.

See Lofty 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