Agile CRM Beta

Xero 


Integrate Agile CRM with Xero
when a deal reaches a specific milestone you choose in agile crm , creates a new bill (Accounts Payable) in Xero.




What is Agile CRM?

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation

What is Xero?

Xero is a New Zealand-based software company that develops cloud-based accounting software for small and medium-sized businesses.



How to set the workflow up

  • Select Agile CRM as your trigger app and select an event
  • Select Xero as your action app and select an event
  • Map the fields from Agile CRM to Xero by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a new bill (Accounts Payable) in Xero.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a new sales invoice (Accounts Receivable) in Xero.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a new contact or updates a contact if a contact already exists in Xero.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , applies a payment to an invoice in Xero.

Coming soon