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Zoho CRM and Xero integration + automation

Zoho CRM and Xero integrations couldn’t be easier with the Tray Platform’s robust Zoho CRM and Xero connectors, which can connect to any service without the need for separate integration tools.

Integrations

Integrate Zoho CRM + Xero, fast

Drive pipeline and streamline your bookkeeping processes with powerful Xero + Zoho CRM integrations. Our low-code platform makes it easy for anyone to swiftly build robust, API-level integrations, without needing IT support. Just drag and drop together integrations between Xero, Zoho CRM, and any other go-to application in your tech stack using our 100% visual builder.

Looking for Xero + Zoho CRM connectors to take full control of your CRM and accounting data? Now you can seamlessly flow your sales and financial data wherever you need to accelerate your business-critical sales and revenue processes. Bi-directionally sync Xero, Zoho CRM, and any other data source, including flat files (such as CSVs), FTP, email, webhooks, spreadsheets, and any cloud software—even using data within custom fields.

And easy integrations are only the beginning. You can also craft custom Xero and Zoho CRM automation to scale your finance and lead management. Deploy dynamic, automated workflows to accelerate contract approvals, drive sales productivity, and get the absolute most out of your CRM and accounting software.

Automation

On-demand Zoho CRM + Xero automation

Now anyone in finance, sales, HR, revenue operations, IT, and any other team across the organization can stand up custom Xero + Zoho CRM automation. Use our full suite of pre-built connectors, data helpers, and custom logic operators to craft fully customized automation that meets your unique needs.

There are limitless possibilities with the Tray Platform. You can ensure your books always stay updated by dynamically syncing lead details and account information on a regular basis. You can also improve your quote-to-cash process by using low-code automation to speed up contract processing. You can even streamline your deal desk by expediting approvals with multiple stakeholders. Our platform’s flexibility lets you architect any type of automation to kick off any operation in response to any custom trigger.

Deeply connect Zoho CRM, Xero, and any other go-to application in your tech stack, including your e-commerce software, payment platform, internal chat tool, marketing automation platform, office suite, e-signature platform, and more.

Use cases

Heavy-duty Zoho CRM + Xero use cases

The Tray Platform’s flexibility empowers you to orchestrate any sophisticated Zoho CRM + Xero automation. Need to streamline the order-to-cash process by auto-generating invoices after you convert a deal? Need to make deal desk hyper-efficient by dynamically updating opportunity, contract, and accounting records with every approval? Our platform can automate anything since we connect with any tool, including Salesforce, QuickBooks, Shopify, HubSpot, Pipedrive, Asana, Google Analytics, Trello, Twilio, WordPress, LinkedIn, Slack, and more.

Business users love to quickly stand up robust integrations on our platform. Power users rely on us to manage large-scale data projects pushing billions of records daily. And thanks to our elastic, serverless architecture, your workflows will always scale no matter how your data needs may change.

We’ve prioritized enterprise-grade security. That’s why IT leaders trust us with even their most sensitive data. The Tray Platform is SOC 2 Type 2-certified, and compliant with key data privacy regulations such as CCPA, HIPAA, and GDPR.

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Zoho CRM and Xero Connector Details

Zoho CRM

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM)

Connector TypeTray Connector

Operations

Create specific recordConvert leadCreate/Update recordsDelete recordsGet organizationGet recordGet userList recordsList usersUpdate recordsUpdate specific recordSearch records

View documentation

Xero

Learn more

UsesFinance and Accounting

CategoryFinance and Accounting

Triggers

List tenancies DDLWebhook

Connector TypeTray Connector

Operations

List tenanciesApply paymentsCreate bank transferCreate contactsCreate invoice notesCreate update bank transactionCreate/update invoiceDelete invoiceDelete paymentEmail invoiceGet a paymentGet accountand 10 more...

View documentation

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
Vice President, Business Systems