CREATED BY NUTSHELL
Integrating Nutshell CRM with Xero: A Match Made in Heaven
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 CRM and Xero 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 it does:
This integration automatically keeps your order information updated across platforms and updates contacts’ profiles with information about their orders. With the 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.
How to get started
You can set up this integration using Zapier or contact our team for assistance with setting up an integration.
