Connect and Integrate
Xero with Outreach

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

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Easy Steps to Connect
Xero and Outreach

Select a trigger in Xero

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

Automate an Action in Outreach

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

Customize the Workflow

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

Connect Xero and Outreach
to Automate these Workflows

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Create Zoho CRM entries from new Xero purchase orders

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

Send SMS notifications via Twilio for new Xero quotes

Xero & Twilio working together means less stress, more success.

Create Trello cards for new Xero quotes to streamline task management

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

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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.

About Outreach

Outreach is a powerful sales engagement platform for sales teams to automate, manage as well as optimise prospect and customer communications. With CRM integrations, Outreach can streamlines repetitive tasks like email sequences, call scheduling, and handling social interactions with detailed analytics to optimise selling strategies and personalise outreach emails at scale.