Zoho CRM and Xero integration
Won in Zoho CRM, ready to send in Xero
CRM Connector keeps Zoho CRM contacts and Xero customers the same both ways, turns every won deal into a draft Xero invoice, and brings every sent quote into Zoho CRM as a deal sales can follow. Zoho CRM runs sales, Xero keeps the books.
- Official sign in for both
Contacts both ways, won deals into draft invoices
At a glance
Contacts stay the same, won deals arrive as draft invoices and sent quotes as deals.
What syncs
- ContactsBoth ways
- Won deals into draft invoicesOne way
- Quotes as dealsOne way
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Zoho CRM or Xero leads when the same record changed in both since the last sync.
Options for Zoho CRM and Xero
- Only deals won from a date you pick
- Only deals above an amount you pick
- Everyone, customers only or leads only
Record by record
What syncs between Zoho CRM and Xero
Which Zoho CRM field matches which Xero field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- AccountWhen createdCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- Mailing street, city, state, postal code and countryBoth waysAddress
- On a won dealOnly in Zoho CRMNot in Xero
- Lead sourceOnly in Zoho CRMNot in Xero
It happens in Zoho CRM, then in Xero
A new contact
Looked for in Xero on the exact email before a customer is created.
Name, email, phone or address changes
The same change is made to the Xero customer on the next sync.
The company changes later
Not carried: the account name reaches Xero when the customer is created.
Ask your AI assistant
Ask ChatGPT or Claude about Zoho CRM and Xero
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to Zoho CRM and Xero, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.