Zoho CRM and Xero
Every won Zoho CRM deal, a draft invoice in Xero
Every deal won in Zoho CRM becomes a draft Xero invoice for the right customer, quotes sent from Xero come back as deals, and contacts stay the same in both, so sales and finance work from the same numbers.
- A draft you approve in Xero
- Xero quotes come back as deals
- Official sign in for both
Contact in Zoho CRMJordan BlakeBrightline MediaNew- Deal in Zoho CRMAnnual retainer$9,000Negotiation
Invoice in XeroBrightline Media$9,000Not created
Every step runs on its own, on each sync.
How it works
From a won deal to an invoice ready to send
What happens on every sync, and where your team takes over.
- 1In Zoho CRM
Your contacts stay the same in both
- Name, email, phone and address travel on every change, both ways if you like.
- 2In Zoho CRM
The deal is won
- A draft invoice is created in Xero for the same customer, dated the day the deal closed, with one line for the amount.
- It is made once per deal, and editing the deal later does not rewrite it.
- 3In Xero
You send it
- The invoice stays a draft until you approve and send it from Xero.
- 4In Xero
Quotes come back as deals
- Optional, as its own integration: a quote sent from Xero becomes a Zoho CRM deal that moves to won or lost with the customer's answer.
Ready when you are
Create this setup in one click
This button sets up the integration for you in CRM Connector, with everything on this page already chosen. All that is left is connecting your two systems and pressing start.
Filled in for you
- Contacts, Zoho CRM into Xero
- Won deals become draft invoices
- The setup opens, filled inZoho CRM and Xero are chosen and the record types below are ticked, exactly as on this page.
- No account yet? No problemSign in or create an account first, and you land straight back in this setup afterwards.
- You connect and checkSign in to both systems, look over the fields and filters, and change anything you like. Nothing syncs until you press Start syncing.
Set it up your way
Your choice, your rules
Run one, or both as separate integrations.
Sell in Zoho CRM, or quote from Xero
- For teams that close the sale in Zoho CRM.
- Every won deal becomes one draft Xero invoice for its amount.
They never chain: a deal made from a Xero quote is never invoiced again, even with both running.
What you decide
From which date
Only deals won on or after the date you pick become invoices (60 days back by default). Older wins never do.
From which amount
Optionally only deals worth at least an amount you set, compared in the deal's own currency.
A contact on every deal
An invoice needs a customer, so a deal without a contact is refused until it has one.
Also works with
Not on Xero?
Won Zoho CRM deals become draft invoices in these accounting systems too.
FAQ
Questions about this setup?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Get started
Set it up in about five minutesEvery plan starts with a 7 day free trial
The setup opens with Zoho CRM and Xero and every record type on this page filled in. Connect both systems, check it, and watch the first sync run.