Infusionsoft Connect powered by Workato

CRM

Automate beyond accounts with customizable bidirectional syncs; save time & get better insights from leadsource to transactions to customer follow-up.

Automate beyond accounts with customizable bidirectional syncs; save time & get better insights from leadsource to transactions to customer follow-up.

View integration details

About Infusionsoft Connect powered by Workato

Automate beyond accounts with customizable bidirectional syncs; save time & get better insights from lead source to transactions to customer follow-up. Out-of-the-box integrations to connect Infusionsoft with Xero. Simply select the data you want to sync and start! Seamless bi-directional syncs means your Infusionsoft info is always consistent with Xero. Now, you can update Infusionsoft based on activities in Xero! Handling records with multiple line items or complex CSV files with repeating structures is easy to do. No coding required.

Explore all Features of Infusionsoft Connect powered by Workato

Infusionsoft Connect powered by Workato + Xero

Xero Connect gives you:
Prepackaged integration recipes for keeping Infusionsoft data in sync with Xero
12 curated recipes that have been built by Infusionsoft with advice from the ICPs
Depending on your requirements, you can start the recipes you need.

The app contains four groups of recipes, each with multiple recipes to build your workflow. They are for:
1. Contact sync
2. Product sync
3. Invoice sync (Note that the recipes take care of subscriptions and handle taxes)
4. Payment sync

Getting started

Visit our webpage and sign up for a free Workato account. Simply install the app and hit run to get your integration workflows started.

Click "Visit Website"
Create a Workato Account if you do not have one.
Connect your Xero and Infusionsoft account via the prompts.
Access the Xero Integration recipes under 'Apps’
Click ‘Start’ to run the recipe

Explore how to setup Infusionsoft Connect powered by Workato

Summary


Developer

Workato

Added on

01/04/2016

Integration details


Xero

Countries

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

Languages

English

Categories


CRM

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