OneSaas for Zoho CRM

CRM

Integrate Zoho CRM and Xero. Automatically sync quotes, invoices, contacts, and products. Save time & get accurate data without manual entry.

Integrate Zoho CRM and Xero. Automatically sync quotes, invoices, contacts, and products. Save time & get accurate data without manual entry.

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About OneSaas for Zoho CRM

Get your Xero account connected with Zoho CRM and save valuable time by automating your workflow. OneSaas lets thousands of small, medium and enterprise customers of our app developer partners integrate all the apps they use for business to work together from order placed in sales channel then an invoice and product will be created or updated in accounting, followed by creating customer in accounting. Order will be sent to warehouse for fulfilment, then shipping tracking will be sent back to sales channel and stock levels will be updated and order/invoice status and payments will be updated. OneSaas ensures the apps (Accounting, Billing & Invoice, CRM, Ecommerce, Email Marketing, Fulfillment and Point of Sale) they use to run their business happily work together.

Explore all Features of OneSaas for Zoho CRM

OneSaas for Zoho CRM + Xero

When a contact is created or updated in Xero, contact in Zoho CRM will be updated. When a sales invoice is created in Xero an invoice will also be created in Zoho CRM.

Create the products in Zoho CRM

Create the products in Xero

Send unpaid sales invoice as Draft or Submitted/Awaiting Approval or Authorised/Awaiting Payment to Xero

Send paid sales invoice as Submitted/Awaiting Approval or Authorised/Awaiting Payment or Draft to Xero

Associate the Sale with the Original Customer, the Customer's Organization or a single Online Sale Customer

Send a sales invoice as Draft or Submitted/Awaiting Approval or Authorised/Awaiting Payment to Xero

Send a purchase invoice to Xero

Getting started

With OneSaas, you're able to setup your complete integration between Zoho CRM and Xero within minutes using our simple setup process.

1. Connect
2. Configure
I.  Synchronize data from Zoho CRM into Xero
II. Synchronize data from Xero into Zoho CRM
III. Final settings for the integration
3. Retrieve & Validate
4. Preview
5. Send & Finish

Explore how to setup OneSaas for Zoho CRM

Summary


Developer

OneSaas

Added on

03/08/2016

Integration details


Xero

Countries

Global, New Zealand, Australia, United States, United Kingdom

Languages

English

Categories


CRM

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