About Salesforce Connect by Workato
Salesforce integrations in minutes. Sync contacts, items, opportunities & invoices with Salesforce bi-directionally - without duplicates. Use our pre-built integrations to take care of your customer, item and opportunity records between Salesforce and Xero. Keep your data always up-to-date and consistent by syncing your apps automatically. Connect any Salesforce custom object and field with Xero. Easily extend your integrations to connect with 100+ apps. Create your own business logic to suit your business needs. Easily change data mappings, or manipulate them if needed.
Salesforce Connect by Workato + Xero
When an closed-won opportunity is created/updated in Salesforce, create an invoice and line items in Xero and update opportunity in Salesforce. If there are missing contacts or Items create them.
Sync Salesforce Accounts with Xero Contacts
Sync Xero Contacts with Salesforce Accounts
Sync Salesforce Products and pricebook entry with Xero Items
Sync Xero Items with Salesforce Products and pricebook entry
Visit our webpage and sign up for a free Workato account. Simply install the app and hit run to get your integration workflows started.
1. Click "Visit Website" and sign in with your Salesforce account
2. Create a Workato Account if you do not have one.
3. Connect your Xero and Salesforce accounts via the prompts.
4. Access the Xero Integration recipes under 'Apps’
5. Click ‘Start’ to run the recipe
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