Integrate Xero With Nutshell

Nutshell CRM is an all-in-one CRM and sales automation platform that helps small and medium-sized businesses close more deals. With Nutshell, you can manage your sales pipeline, automate your sales process, and track your progress toward your goals. Xero is an easy-to-use accounting software that helps businesses manage their finances.

The Nutshell-Xero CRM integration creates a seamless experience between the two tools, making it easy to keep your orders, leads, and contacts in sync across both platforms.

Xero CRM Integration Benefits:

• Save time and reduce errors: By syncing your data between Nutshell and Xero, you eliminate the need to manually transfer information between platforms. This saves you time and reduces the risk of errors.
• Better decision-making: With all of your information in one place, you can make better-informed decisions based on up-to-date and accurate information.

What a Xero CRM integration does:

We have a built-in Xero CRM integration that automatically keeps your order information updated across platforms and updates contacts’ profiles with information about their orders. With the Xero CRM integration installed, Xero can automatically create quotes or invoices based on deal status in Nutshell. Nutshell can also update contact and order information based on the status of an order.

In addition to our built-in integration, our Marketplace integration with Xero powers:

• Creating Xero people when new Nutshell people are added
• Creating a Xero invoice when a Nutshell lead is won
• Creating a Xero estimate when a Nutshell lead is created

Fields that connect

• Company & person name
• Phone / email / address
• Lead value
• Custom lead fields

What is our App Marketplace?

We offer many instant integrations — such as Google, Microsoft and Quickbooks. Our App Marketplace gives you additional flexibility to connect Nutshell with many other software applications. Even better, with our Marketplace service, we’ll set up, maintain and eat the costs of your Zapier connections to Nutshell. You get all the Zaps with no strings attached.

Have more questions about this Nutshell-Zero CRM integration? Start a free trial and chat with our sales team!

How to get started with a Xero and Nutshell CRM integration

You can set up this integration using Zapier, or our team can help you set it up through AppConnect. Feel free to contact our team with any questions.

Not a Nutshell customer yet?

Try Nutshell free for 14 days or let us show you around before you dive in.

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