Connect and Integrate
Xero with Freshsales

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

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Easy Steps to Connect
Xero and Freshsales

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Select a trigger in Xero

Choose an event in Xero like “New Invoice Created,” to set off your automation.

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Automate an Action in Freshsales

Connect your Freshsales account and select an action like “Take action in Freshsales” to make your work flow.

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Customize the Workflow

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

Connect Xero and Freshsales
to Automate these Workflows

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Add tags to Zoho CRM for new Xero quotes

Why struggle? Xero + Zoho CRM make every task easier to manage.

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Create Zoho CRM entries from new Xero sales invoices

Discover how Xero and Zoho CRM can simplify everything you do.

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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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Send Slack channel messages about new Freshsales deals

Freshsales and Slack together? That’s how you get more done, faster.

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Sync Gravity Forms submissions to Freshsales contacts

Let Freshsales + Gravity Forms handle the hard work while you take it easy.

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Import Google Sheets data as leads in Freshsales

Freshsales + Google Sheets: A duo that makes your tasks feel effortless!

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Convert Google Forms entries into Freshsales leads

Freshsales and Google Forms together? That’s how you get more done, faster.

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Send welcome emails via Gmail for Freshsales leads

Freshsales and Gmail give you time back—automate your busywork.

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Turn WPForms entries into Freshsales leads

Let Freshsales + WPForms handle the hard work while you take it easy.

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Convert Mailchimp subscribers to Freshsales leads

Freshsales and Mailchimp—because your workflow deserves an upgrade.

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Sync new HubSpot companies to Freshsales contacts

Why wait? Freshsales + HubSpot bring efficiency to your day, every day.

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Transfer new HubSpot contacts as Freshsales leads

Let Freshsales and HubSpot handle the details—you focus on the big picture!

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Convert ActiveCampaign updates to Freshsales leads

Why wait? Freshsales + ActiveCampaign bring efficiency to your day, every day.

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Create companies in Freshdesk from Freshsales accounts

Freshsales & Freshdesk working together means less stress, more success.

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Create Freshdesk companies from Freshsales Suite contacts

Double the efficiency—Freshsales + Freshdesk team up for your success.

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Register Zoom attendees from Freshsales Suite contacts

Unlock a new level of ease. Freshsales + Zoom get it done for you.

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Schedule Zoom meetings for Freshsales Suite contacts

Transform your workflow with Freshsales & Zoom leading the way.

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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.
Learn more

About Freshsales

Freshsales is a customer relationship management software by Freshworks that automates repetitive tasks and supports multi-channel communication for sales and marketing. It helps sales teams close more deals with a 360-degree view of customer journeys covering lead generation, sales automation, customer engagement, and analytics to help sales teams.
Learn more