Connect and Integrate
Salesforce with Xero

Connect Salesforce to Xero and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
Salesforce and Xero

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Select a trigger in Salesforce

Choose an event in Salesforce like “Opportunity Closed Won,” to set off your automation.

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Automate an Action in Xero

Connect your Xero account and select an action like “Reconcile Payment” to make your work flow.

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Customize the Workflow

Build your Salesforce - Xero automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Salesforce and Xero
to Automate these Workflows

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Update Zoho CRM entries from new Xero sales invoices

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Add tags in Zoho CRM for new Xero sales invoices

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Update Zoho CRM module entries for new Xero payments

Xero and Zoho CRM—because your workflow deserves an upgrade.

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Create Zoho CRM entries for new Xero payments

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Create Zoho CRM entries for new Xero bills

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Add tags to Zoho CRM for new Xero quotes

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Create Zoho CRM entries from new Xero sales invoices

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Create Zoho CRM entries from new Xero quotes

Transform your workflow with Xero & Zoho CRM leading the way.

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Create Zoho CRM entries from new Xero purchase orders

Xero & Zoho CRM working together means less stress, more success.

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Send SMS notifications via Twilio for new Xero quotes

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Create Trello cards for new Xero quotes to streamline task management

Focus on what matters. Xero + Trello handle the rest!

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Create Trello cards from new Xero sales invoices

Transform your workflow with Xero & Trello leading the way.

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Create Trello cards for new Xero payments

Xero + Trello: A duo that makes your tasks feel effortless!

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Create Trello lists from updated Xero contacts

Xero + Trello: A duo that makes your tasks feel effortless!

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Create Trello lists from new Xero contacts

Transform your workflow with Xero & Trello leading the way.

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Generate purchase orders in Inflow from new Xero bills

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About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses streamline sales, service, marketing, and commerce operations. It helps teams to manage customer interactions, automate workflows, and build custom apps on the Salesforce Lightning platform. With AI-powered tools like Salesforce Einstein, it is a popular CRM that supports data-driven decisions, making it ideal for businesses of all sizes.
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About Xero

Xero is a cloud-based accounting software for small and medium-sized businesses to handle invoicing, bank reconciliation, financial reporting, and cash flow management. Xero allows users to track expenses, generate reports, and monitor financial performance from anywhere via a laptop or smartphone.
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