Xero for Zoho CRM

Easily maintain financial details and invoices using Xero for Zoho CRM

Built for: CRM Developed by: Ulgebra
200+ Installs
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The Xero for Zoho CRM integration offers streamlined access to customer financial information. This extension helps make the process faster within Zoho CRM without any interruption. It enables users to sync Xero customers with Zoho CRM, making it easier to create or cancel invoices and even download the invoice as PDF—all without leaving your CRM. All customer invoices are updated under each Contact and Account module.

Key Features:

  • Sync Xero customers with Zoho CRM and view Xero invoice details and status for any contacts
  • View the list of Xero invoices of any customer
  • Create and cancel Xero invoices
  • Download Xero invoices in pdf format

Tags

Deployment type Zoho platform
Published date Dec 21, 2021
Version 1.0
Latest Released date May 30, 2024
Category Finance
Pricing Paid
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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